Who this is for
Distributors, trading houses, sales-led firms
Enablement · Service pathway
CRM and ERP adoption
We bought the CRM and ERP. Nobody uses the AI features.
Inside the work
What this can address
The work can examine existing CRM features and connectors, pipeline hygiene, customer-service flows and bounded automation. Recommendations start from the systems and adoption constraints already in place.
- 01
HubSpot AI features and connectors
- 02
Pipeline hygiene and data quality
- 03
Sales and service workflow automation
Useful outputs
What your team can take forward
Final scope, responsibilities and acceptance criteria are confirmed before work begins; listed outputs are planning references, not a fixed proposal.
- Configured CRM workflows
- RevOps playbook
Suggested starting point
Connected needs
Related challenges
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About CRM and ERP adoption
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