What this unlocks
03 / 09
The measurable shifts this engagement is designed to unlock.
10-Week Implementation Plan
A proposed 10-week delivery schedule covering design, build, migration, testing, training and go-live. The dates will be confirmed at kick-off against access, decisions and Rockborne's availability.
Structured transition management and immediate uplift in team productivity.
Clearer Commercial Visibility
Bring Rockborne's agreed sales data and open opportunities into HubSpot, with selected company and contact data flowing from Harnham's Bullhorn. Reporting will reflect the sales process included in this phase.
Improved forecasting accuracy and identified cross-sell revenue.
Day 1 Adoption
Ensure the growing sales team is proficient in HubSpot from day one through role-based, practical training.
Reliable data quality and reduced 'system debt' from the outset.
Internal Ownership
Develop internal super users capable of managing and evolving the HubSpot portal post-implementation.
Reduced long-term reliance on external agencies for routine administration.
