Get in touch with our HubSpot team lead Rebecca if you have any questions
Imagine investing in a state-of-the-art tool like HubSpot, only to find that months later, you’re still not seeing the results you expected 🤯 The potential for transformation is there, but without a strategic approach, it’s easy to get lost in the technicalities and miss the big picture. At Sirocco, we believe that a successful HubSpot implementation requires more than just technical expertise. It demands a deep understanding of your business goals, a focus on user experience, and a systematic approach to planning and execution. That’s why we leverage the Scaled Agile Framework (SAFe) to guide our clients through the entire process, ensuring the technology works hand-in-hand with your strategy. And with 15+ years of CRM experience, we are your ideal implementation and service partner.
Why a strategic approach matters
HubSpot is a customer platform that connects everything scaling companies need to deliver a best-in-class customer experience into one place. Their solutions help teams like yours grow with tools that are powerful alone, and even better together. But – even though HubSpot is famously user-friendly – treating it like just another IT project without a clear strategy can lead to underwhelming results. Without alignment with your business goals, you’ll fail to see the true return on your investment. That’s where our expertise comes in: taking HubSpot beyond a technical implementation and transforming it into a driver for business growth!
The pitfalls of a DIY HubSpot implementation
Many organizations make the mistake of implementing HubSpot as a straightforward IT project without considering the strategic and business implications. While the platform is designed for ease of use, diving in without proper planning will likely result in:
- Lack of Alignment with Business Goals: Without a clear understanding of how HubSpot supports your core business objectives, you may end up using the platform in ways that don’t advance your company’s goals. This leads to wasted resources and missed opportunities for impact.
- Inefficient Use of Features: HubSpot offers an array of powerful tools, but if you’re not sure how to prioritize or configure them, you could be under-utilizing key features that drive growth—or worse, over-complicating your workflows with unnecessary functions.
- Missed Opportunities for Optimization: HubSpot’s automation, analytics, and reporting tools can supercharge your business processes, but without the right approach, you risk failing to capitalize on these benefits. Poor planning can result in disconnected systems, poor data hygiene, and inefficient processes.
By partnering with Sirocco, we ensure that your HubSpot implementation is strategically aligned, properly configured, and optimized for long-term success. Our approach emphasizes continuous value delivery and adaptability to evolving business needs. How do we do that?
How we approach HubSpot implementations
By applying SAFe principles, we ensure that your HubSpot implementation is:
- Aligned: With your overall business strategy, delivering on your unique value proposition.
- Agile: Adaptable to changing needs, so you’re always moving with the market.
- Value-Driven: Focused on delivering real, measurable value at every step of the process.
Here’s how we guide you through each stage:
Understanding your value proposition
Your value proposition is the foundation of your business. When integrating HubSpot, it’s crucial to align your unique selling points with the platform’s capabilities. For example, a company focused on deep personalization at scale might leverage HubSpot’s automation features to deliver targeted content and manage workflows more effectively. Our experts will help you identify your core value proposition and ensure that your HubSpot implementation serves it effectively, from tailored customer journeys to specific automations that set you apart.
Embracing design thinking
Design thinking is a human-centered approach to problem-solving. By focusing on the end-users of HubSpot – your customers, employees, and partners – you can ensure that the system will solve their specific pain points from day one and for years to come. Example: Imagine you’re trying to improve your lead nurturing process. By facilitating design thinking workshops, we’ll help you empathize with your sales teams and customers, define their needs, and ideate innovative solutions to streamline workflows in HubSpot.
Mapping your value streams
A value stream shows how value flows through your organization. In the context of HubSpot, mapping your value streams is crucial for understanding how your implementation will impact different areas of your business. Together, we’ll identify inefficiencies and optimize your value streams using HubSpot’s automation features. Whether it’s improving lead qualification, reducing time-to-response, or enhancing your customer service process, we map your workflows to ensure HubSpot delivers continuous value.
Prioritizing features & functionality
With so many HubSpot features, it’s easy to fall into the trap of “feature creep.” Adding too many unnecessary functionalities too early can lead to confusion and complexity. Instead, we focus on a lean, value-driven approach. We’ll help you prioritize the most critical features, ensuring that your HubSpot system is lean, efficient, and aligned with your value proposition. For example, if your goal is improved cross-sell opportunities, we’ll prioritize predictive analytics and targeted workflows over non-essential features.
Crafting compelling user stories
User stories are essential for ensuring that your HubSpot implementation solves real problems for real users. Our approach ensures your stories are clear, actionable, and directly tied to your business goals. User stories in this context are short, simple descriptions of functionality told from the user’s perspective and written in their language. Each implements a small, vertical slice of system behaviour. Stories provide just enough information for business and technical people to understand the intent.
For instance:
- “As a sales manager, I want automated lead assignment so I can reduce response time.”
- “As a customer service agent, I want to view a contact’s full history so I can resolve their issues faster.”
The power of Sirocco & SAFe
By leveraging the Scaled Agile Framework (SAFe), we provide a structured and agile approach to HubSpot implementation. SAFe ensures that your project is aligned with your overall business strategy, is adaptable to changing needs, and delivers value continuously. With our expertise and guidance, you can confidently embark on your HubSpot journey, ensuring that the system serves not only your current needs but also adapts to future challenges and opportunities. No matter if you want to get started with Sales Hub, Marketing, Service, or any other of HubSpot’s platforms, our services include:
- Strategic Planning: We’ll help you define your business goals and align them with your HubSpot implementation.
- Value Stream Mapping: We’ll identify and optimize key value streams within your business.
- Feature Prioritization: We’ll work with you to ensure the most critical features are prioritized.
- User Story Development: We’ll guide you in writing effective user stories aligned with your goals.
- HubSpot Implementation: With 15+ years of experience in CRM, we ensure your implementation is completed on time, on budget, on purpose.
- HubSpot Configuration: Our experts will configure HubSpot to meet your specific needs.
- Training and Support: We provide training and ongoing support to ensure success post-implementation.
Ready to get started? Contact us today to schedule a consultation:
