True or False? It is ideal to have all technology stakeholders and billing owners at your client’s company join your platform conversations.
True False
Read moreAuthor: Roger Johnson
Scenario: A client’s Sales VP wants your help to implement Salesforce for their team’s CRM needs, but they already have an instance of HubSpot CRM and Sales professional that one of their Sales divisions is using. The Sales VP is simply unaware of HubSpot’s CRM and sales tools, and hasn’t considered the costs and benefits of getting more HubSpot Sales seats vs. a new Salesforce instance. What should you do?
Remind the Sales VP about the existing HubSpot Sales + CRM instance, and remind her of its capabilities. Ask if
Read moreWhich of the following is NOT a good question to ask your client in your platform audit?
How much would it cost to move to a different system? If this app were removed, what processes would be
Read moreScenario: A client’s CEO wants to replace their CMS (Content Management System) within one month because it isn’t meeting all of the organization’s needs. When you interview the day-to-day users, you realize that the CMS is deeply ingrained into the company’s business process, and is being used heavily. You know that it will likely take over 6 months, at the very least, to replatform to a new CMS. What should you tell the client’s CEO?
Be straightforward with the CEO. She may not be satisfied with the CMS, but it’s too deeply ingrained to replace
Read moreWhich of the following is NOT a good question to ask your client in your platform audit?
How, where, and when is a given app used? What metrics can be tracked through a given app? How quickly
Read moreBy discussing platform consulting with your clients, you can:
Demonstrate business acumen and build brand-equity Build long-term trust Convince the client to sign a larger contract Convince the client
Read moreIn comparison to the traditional platform consulting playbook, the approach recommended by HubSpot is to focus on:
Focus on how, where, and when an app is used in a business process, rather than the raw number of
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