This structured change management process will help ensure a smooth and successful implementation of HubSpot CRM, Marketing Hub, Sales Hub, Content Hub, Operations Hub and Service Hub, aligning with your organisation’s goals.
1. Getting Started
• Set Clear Goals: Define what you want to achieve with HubSpot CRM, Marketing Hub, Sales Hub, and Service Hub.
• Identify Stakeholders: Pinpoint everyone who will be affected, from executives to end-users.
• Form a Project Team: Bring together representatives from each department that will use HubSpot.
• Create a Project Plan: Outline tasks, timelines, and who’s responsible for what.
2. Assess and Prepare
• Analyse Current Systems: Look at the processes and tools you’re currently using.
• Gather Requirements: Talk to different user groups to understand their needs.
• Identify Gaps: See where current capabilities fall short of your goals.
• Assess Readiness: Determine how ready the organisation is for the change, noting any potential resistance.
3. Design and Customise
• Develop a Solution Design: Create a design that meets your specific needs for CRM, Marketing Hub, Sales Hub, and Service Hub.
• Customise HubSpot: Set up HubSpot to match your requirements, including workflows and automation.
4. Communicate and Engage
• Create a Communication Plan: Keep everyone informed about the progress and benefits of the change.
• Engage Stakeholders: Regularly update stakeholders through meetings and feedback sessions.
• Train Change Champions: Identify and train key individuals in each department to support their peers.
5. Train and Support
• Develop a Training Plan: Tailor training sessions for different user groups.
• Deliver Training: Provide comprehensive training on all relevant HubSpot features.
• Provide Documentation: Share user manuals and quick reference guides. Includes HubSpot Knowledge Base articles and Kongo's As-Built documentation if purchased as a project inclusion
• Offer Support: Set up a helpdesk and dedicated support for ongoing assistance.
6. Implement and Transition
• Run a Pilot Test: Test the system with a small group to identify and resolve issues.
• Deploy Fully: Roll out HubSpot to all users in stages to minimise disruption.
• Migrate Data: Ensure all relevant data is accurately moved to HubSpot.
7. Monitor and Evaluate
• Track Performance: Keep an eye on how the system is performing and how well users are adopting it.
• Collect Feedback: Ask users for feedback to identify improvement areas.
• Resolve Issues: Address any problems quickly and make necessary adjustments.
8. Maintain and Improve
• Provide Ongoing Support: Continue to support and maintain the HubSpot system.
• Conduct Regular Reviews: Regularly check that the system meets business needs.
• Integrate Updates: Stay updated on new HubSpot features and integrate them as needed.