The goal of an enterprise software implementation is to make operations better and more efficient, not just replicate old and inefficient processes in a new platform. At LDP Associates, a commitment to detailed process mapping enabled a migration to HubSpot that powered serious results.
Selection
LDP Associates had long been a Salesforce shop, running CRM on the platform as well as Salesforce CPQ and a project management tool from the Salesforce app exchange. And yet, while everything came with a single vendor’s logo, the products did not work in a unified manner and sales personnel were largely
frustrated and loathe to embrace them further. Recognizing that Salesforce was not the right platform for their growth, LDP Associates set about looking for other CRM solutions and ultimately selected HubSpot CRM along with CPQ and project management tools within the HubSpot Ecosystem.
Implementation
Wendt Partners was the first HubSpot partner to also become a DealHub CPQ partner while also becoming the first North American partner for PSOhub, a purpose-built project management and PSA platform for HubSpot. This expertise, combined with detailed knowledge of the client’s use case and a well-documented custom integration plan to automate document management between HubSpot and Box.com led to a truly unified “single pane of glass” solution. Wendt Partners’ expertise in working with complex industrial and technical companies also played a major role in the project’s success.
Success
With a technically sophisticated client-side team, Wendt Partners was able to rapidly move through the implementation process with an eye on both training and technology, resulting in high adoption rates and a truly unified CRM for the entire enterprise.
