Investment & next steps
08 / 09
Successful implementation relies on clear leadership. We will work with your senior team, including a dedicated sales sponsor, to ensure alignment and drive user adoption. This approach addresses common change resistance, particularly within established sales teams, by embedding the 'why' from the top down.
Our approach combines your initial phases for a comprehensive, yet manageable, rollout. We prioritise a customer service contact management solution with core CRM elements first. This ensures immediate value and user familiarity before progressing to more complex integrations and advanced AI capabilities.
We understand your concerns about connecting HubSpot to existing systems like Jeeves and Lithium. Our team has extensive experience with both well-known and lesser-known ERP integrations, including on-premise solutions. We will map data flows carefully to ensure seamless, future-proof connectivity, avoiding custom hard-coding that limits agility.
User adoption is paramount, especially for your 20 sales reps. We will involve your teams early in the process, understanding their workflows and pain points. HubSpot's intuitive, low-code platform allows for tailored, simplified views, ensuring it enhances, rather than hinders, their daily activities and boosts efficiency.
Total investment
£HubSpot Sales Hub Professional Implementation + VAT
Payment structure
Day 0
On engagement
Day 30
14 day payment terms
From go-live
Silver Protection Plan, monthly subscription across the initial 12-month term
VAT is applied at the point of invoice. A 20% contingency allowance is included in the contract against the implementation fee only, to cover any out of scope activity.
Continuity after go-live
Silver Protection Plan
Your Silver Protection Plan begins at go-live and provides two hours of senior HubSpot support each month. It covers troubleshooting, fixes, guidance and prioritised platform improvements, helping protect the quality and continued adoption of your implementation.
What happens after 12 months?
We will hold your monthly subscription pricing from the first phase until you cancel. If you later resume beyond this, it would revert to our rate card pricing. Following the initial 12-month term, the Silver Protection Plan automatically continues on a rolling monthly basis at £360 + VAT per month, unless cancelled in accordance with the agreement terms.
What's included
Key stages of your project
Assumptions
Out of scope
6 months after go-live
Not aspirations, the working state Apex is investing to reach.
Sales teams adopt the new platform.
The user-friendly interface and guided workflows ensure sales representatives embrace the system, moving away from traditional methods to a more efficient approach.
Customer interactions are fully tracked.
All customer touchpoints and queries are logged within the system, providing a comprehensive history for each account and enabling better service delivery.
A Single Source of Truth is established.
The new system consolidates customer data, moving beyond the ERP as a proxy, to create a reliable and unified view of all customer information.
Quotation processes are streamlined.
The ability to manage complex, multi-line quotes and track their outcomes improves efficiency and provides clear visibility into sales performance.
Proactive selling becomes standard practice.
Sales teams transition from purely reactive order-taking to actively identifying and pursuing new opportunities with existing and potential customers.
Agree next steps
A short working session locks in dates and confirms the architecture.
