Скачать или смотреть CRM Configuration and Implementation Challenges - The Faces of Business

In this, The Faces of Business, Davey Warren, Founder & CEO, Pearagon, talks about CRM Configuration and Implementation Challenges. Pearagon is a HubSpot Solutions Partner for implementations and integrations and assists mid-market companies with CRM processes that enable businesses to generate and retain revenue by improving sales, marketing, and service operations efficiencies.

While talking about the importance of mapping a process, the guest again tells an interesting story. He says he found out that one of the sales persons at a company that used to sell radiology machines accidentally forgot to add a plug worth some USD 10,000 to the list and almost jeopardized half a million-dollar deal. “They have to take a loss.”

He also talks about smart ways to save the company’s capital. Fixing processes is necessary. Marketing teams help sales teams. They work together to find out what is beneficial. Similarly, it is the sales team working with the fulfillment team. If a coherent system is not developed, the marketing will keep pumping many precious dollars into ads. With the help of CRM, we can create a system based on well-defined processes. This way, “where people lose money, we can make much more.”

Davey goes on to predict the future of CRM and HubSpot. He says that, like IBM, HubSpot is there to stay. “What’s amazing about CRM is that it must be adaptable to the newest trends.” He says that the way TikTok created its space among the giants like Facebook and LinkedIn, a third party can also barge in and claim its share. But, the current stats suggest that CRM and Hubspot will have their space in some decades.

Damon comments that CRMs have to be flexible. He is optimistic that the work-from-home experience and hybrid work situations will benefit many people. Davey adds a profoundly important aspect. He says, like Westward Expansion in the days of yore, Covid-19 triggered hybrid work situations. He terms it “inward expansion.” He takes the credit for coining this term. He further thinks that from 2019 to 2025, the era will go down in history as “inward expansion.”

The host asks Davey why he chose HubSpot implementation but not marketing. Before HubSpot, Davey did 35 different jobs. He wanted to compete with Microsoft Dynamics, Zoho, and Salesforce. So, when he came across HubSpot, he knew it was the next big thing. So, he did not recommend it to anybody. He took a big chance. They suddenly said they would do custom objects and development stuff. All of it helped him compete with larger CRMs like Salesforce. Secondly, they are a small consultancy focusing solely on one area. They help clients architect the system and provide expertise in several places to bring it together for one solution.

Damon concludes the Livestream on a positive note and with good wishes for Davey for his future ventures.

Our Guest
Davey Warren

Davey is a vocal proponent of Customer Relationship Management and believes that every business, both advertently or inadvertently, engages in it and should be utilizing good systems to enhance it. Expert at software usage and planning, Davey founded Pearagon in 2017 to help businesses integrate and implement CRM configurations using HubSpot. With 24 years of experience, Davey has been involved with 100+ CRM implementations and counting.

He has a Bachelor’s Degree in Business Administration and Management from Brigham Young University, Idaho.

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