UNDERSTAND Readiness CRM & Engagement
The starting point for putting the customer at the center
HubSpot CRM Suite · Storyblok (headless CMS assessment, where applicable)
HubSpot CRM Suite · Storyblok (headless CMS assessment, where applicable)
THE CHALLENGE
Your teams use five different tools to manage customers. And none of them gives you the full picture.
Your organization either has no structured CRM, or has one that’s underused or fragmented. Marketing, sales, and customer service work on different tools. A change is on the table, but no one knows where to start.
- Marketing has its own contacts, sales has its own — no one sees the whole picture
- CRM platforms are on the table, but the selection criteria aren’t clear
- Management asks for results, but there’s no baseline to start from
- No one knows what the current CRM is costing in inefficiency
WHAT WE DO
We assess your processes and give you a concrete recommendation.
We map marketing, sales, and customer service processes. We assess the real requirements — not the stated ones. We benchmark the fit against the leading platforms. The output is a Go/No-Go recommendation built on evidence, not opinions.
GOVERNANCE INCLUDED
Privacy and GDPR requirements assessed in the context of the recommended platform. The consent flows your organization will need, mapped from the start.
SERVICE SHEET
Readiness CRM & Engagement
| Phase | Understand |
| Deliverable | Readiness Report, License plan, Architecture, Timeline |
| Platforms | HubSpot CRM Suite, Storyblok |
| Prerequisite | None — this is an entry point |
| Duration | 2–4 weeks |
| Continues with | Engagement Platform, Complexity Map |
HOW IT WORKS
Three phases. One clear recommendation.
1
Discovery
Interviews with marketing, sales, and customer service. We map the real processes — not the ones written in the manual.
2
Analysis and benchmark
We benchmark your requirements against the leading platforms. We assess licenses, architecture, the integrations you’ll need, and the adoption curve.
3
Recommendation
Readiness Report with a reasoned Go/No-Go, an optimal license plan, the proposed architecture, a realistic timeline, and an estimate of the expected value.
EXPECTED RESULTS
What your organization gets.
An informed decision
A Go/No-Go built on hard evidence, not gut feeling. Management decides on the basis of data.
Optimal license plan
You’ll know exactly what you need, what you don’t, and what it costs. No surprises.
Realistic timeline
Not a promise: a timeline built on your real processes and the complexity of your organization.
Cost vs. value, made clear
What the CRM costs, and what NOT having a CRM costs. The comparison your team needs to decide.
FREQUENTLY ASKED QUESTIONS
Everything you need to know.
We already have a CRM. Does the Readiness still make sense?
Yes — if the CRM is underused, or if a platform change is on the table. The Readiness tells you whether the current platform supports your growth, or whether you need to switch — and why.
How much involvement is needed from your team?
3–5 interviews with the marketing, sales, and customer service leads. Typically 4–6 hours spread across the first week. The rest is on us.
Is the recommendation binding?
No. The report is yours. Your team can use it to decide internally, to compare vendors, or to move ahead with us. No lock-in.
Do you only assess HubSpot?
We start from HubSpot because it’s the platform we know best, and we’re a HubSpot Diamond Partner. But the Readiness benchmarks your requirements against the market: if HubSpot isn’t the right fit, we say so.
THE NEXT STEP
After the Readiness.
The Readiness prepares the decision. These are the services that typically follow.Engagement Platform
If the recommendation is Go, the natural next move: roll out the CRM platform.
Complexity Map
When the CRM isn’t the first problem, integration usually is. The Map captures the full data ecosystem.
Operational Check-up
Already have a platform in production? The Check-up measures how much you’re actually getting from it.
Not sure whether your CRM is holding your team back?
The CRM Readiness is the first step. Let’s talk about your context.
Connected data. Autonomous decisions. Customers at the center.