CRM Databases
The best high growth venture team collaborations are driven by people, systems, and data working in unison. Orchestration of marketing, sales, customer success, customer support, and finance operations takes place through CRM Databases.
Design
Onboarding
Migrations
Integrations
Design
Understanding business processes lies at the heart of any CRM Database implementation. “I just want to…” is a perfect setup for bypassing this understanding. There are instances where agile project management is appropriate but generally recommend a little waterfall project management to ensure alignment across teams regarding the core business processes. The solution design and build will be more deliberate, much less predisposed to throwaway work.
Onboarding
Designing from CRM onboarding gives the opportunity to create clean data and operations from the very beginning. Getting the data model correct with the proper custom objects, account hierarchies, and association workflows can save you from multi-million dollar data cleanups later on. Orchestrating team handoffs with pipelines and workflows can accelerate growth and mitigate team conflicts where breakdowns are typical.
Migrations
If data and processes were clean, migrations would be easy. This is usually not the case so it’s imperative to revisit design and onboarding. Shortcomings lead to messy data which is at the heart of CRM migrations - a lot of data cleaning and standardization.
Integrations
There are more than 7,000 partner apps in the Salesforce Exchange and Microsoft Dynamics 365 AppSource app marketplaces. Hubspot App Marketplace is growing quickly with over 1,500 partner apps. These apps extend the power of CRM Databases exponentially; however, we find that the integrations with homegrown applications is one of the fundamental and most neglected. We weave these together for a seamless experience across organizations.
All of the above is complex. We make it as easy as possible by working closely with high growth venture teams to deliver clean solutions built around clearly defined business objectives and operational requirements.