Get between £1000 and £2500 towards a new Website or CRM system at Framework Digital with a Growth Grant

What is CRM Onboarding and why is it important to get it right?

What is CRM and What Can It Do? – HubSpot CRM Webinar Date: 30th September 2021 Time: 10:00am – 11:00am – Book Here

Digital Transformation for B2B

Generating Leads of Industrial Companies

 

Businesses will have to undergo digital transformation. With fewer in-person meetings, trade shows and events put on hold, businesses will need to adapt.

 

We can help accelerate that change. We work with B2B manufacturing companies helping them find new clients. When your prospects identify a need and research suppliers, you want your business to be found – we know how to make that happen and to convert interest into leads.

 

We offer website development, paid advertising and customer relations management solutions to drive digital transformation.

 

Website Development

 

Despite the understandable enthusiasm to get online, most websites simply aren’t fit for purpose in today’s digital age. A website has to be mobile-friendly, easy to navigate and original to have value for visitors and the search engines.

 

The best websites make a strong visual impression and inspire action; getting in contact, making a purchase or requesting a call. If your current website fails to generate leads, it’s time to talk to us.

 

When Framework Digital builds your website, we ensure it is mobile responsive and optimised for the search engines as standard. The website will include a straightforward Content Management System (CMS), so updates can be made in-house; no more reliance on a technical team.

 

We can integrate the new website with existing software to aid efficiency and we are happy to advise on how to achieve your website goals. For transparency, all prices are itemised in our quotes. The only ongoing cost is our reasonably priced annual hosting charge.

 

Targeted Google Ads

 

For established businesses or start-ups, it can be very difficult to get ahead of the competition and generate leads. Every marketing opportunity seems expensive, especially if the return on investment is no more than a guess.

 

Unlike traditional advertising, online advertising campaigns are highly targeted and deliver predictable results. Google Ads are an online advertising service by Google that allows businesses to display ads on Google Search and only pay for the results. Google Ads is viewed as the most effective way to reach your prospective customers, drive relevant traffic to your website, get phone calls and, ultimately, sell more.

 

Framework Digital is a Google Partner. This means we have been trained in how best to set up and manage campaigns. We ensure that you have a strong campaign that puts your brand or products in front of your ideal customers.

 

CRM – Customer Relationship Management

 

CRM software is a central place for an organisation to manage leads, sales, support as well as communication with prospects and clients.

 

A CRM integrates data from a website, advertising campaigns, emails and social media. Much more than a digital replacement of failing cabinets, it provides efficient use of time and data to manage the sales process, close more deals and maintain good client relationships.

To fully benefit from the features, your CRM needs to be properly set up in the right way for your business. This setup process is called Onboarding. Without in-house expertise, this can be a stressful and time-consuming process.

As HubSpot Partners, Framework Digital have the expertise to help you to get everything set up, with follow up support to help you get up and running.

 

Marketing Solutions for Industrial Companies

 

We have provided websites, Google Ad campaigns and/or Hubspot onboarding for other local industrial companies including:

 

website fabrication

Salesmade LTD – Aluminium extrusions designed, fabricated and finished – www.salesmade.co.uk

 

electronic components manufacturing

Arbor Technology UK – Specialists in Embedded Computing – www.arbor-uk.com

 

packaging manufacturer

Aylesbury Box Company – Bespoke Cardboard Packaging Solutions – www.abcbox.co.uk

 

 

Let’s meet and find out more about our tailored marketing solutions for industrial companies.

 


HubSpot Onboarding Package

 

HubSpot is a comprehensive CRM platform that supports efficient marketing, client communication and customer service and sales management. You can find out more about CRM and HubSpot here.

To fully benefit from the features, HubSpot needs to be properly set up in the right way for your business. This set-up process is called Onboarding. Without in-house expertise, this can be a stressful and time-consuming process.

As HubSpot Partners, Framework Digital have the expertise to help you to get everything set up in one day, with follow up support to help you get up and running.

Our HubSpot Onboarding Package

 

Day One – Set Up

We offer a full day onboarding service to ensure that HubSpot is correctly set up for your business. This includes integration with existing systems, the migration of data and the creation of templates.

At the end of Day One, your new CRM platform will be ready to use.

Day Two – Familiarisation

A two-hour session on the following day will show you how to use the features of your new CRM. We aim to give you the confidence to benefit from this business tool.

Follow Up Support

Our HubSpot Onboarding Package also includes 4-hours of Ad Hoc telephone support and a follow-up session. We are on hand to answer questions, troubleshoot and ease the transition for your team.

 

What is Onboarding?

Onboarding is the process of migrating and integrating your existing data (client lists, online mailboxes, digital advertising data and more) into your new CRM platform. Whilst there are online resources to guide you, the process can be time-consuming, complex and daunting.

Our HubSpot Onboarding Service will streamline the process, ensuring the CRM meets your business requirement and that you feel confident about how to use the key features.

We work with you to understand your business requirements and deliver your customised HubSpot account quickly and professionally.

Our Onboarding process consists of 3 key elements:

  1. CRM Set-up
  2. Introductory Training
  3. Support

 

 

Day One – Full HubSpot Set up

We will work with you to undertake the necessary steps that are required to tailor HubSpot to your requirements. Working in partnership allows us to ensure that the CRM matches your needs and helps you to understand the process and functionality.

During Day One, we will undertake the following tasks:

 

 Task                                                                                             What We Will Do

Setting Up Account Create your HubSpot account and password for your new HubSpot CRM account. We will work with you to define what your account will look like (service levels etc)
Setting Up Users We will work with you to set up users on your account. This includes creating profiles, granting access and delegating responsibilities
Create a Company Profile Creating your company profile will include personalising settings and preferences, and selecting relevant properties within the account
Add Mobile App This is where we bring your team into the CRM. This is achieved by sending a link/APK for the HubSpot App to the relevant team members. They will also be provided with login details and we can check that they have no issues with access
Connecting Mailboxes Being able to send and record emails on HubSpot is a valuable feature. To activate it, we will connect your existing email accounts to your new HubSpot CRM
Create Email Signature We’ll help you to create a professional-looking email signature. This will be sent with all emails from your HubSpot CRM account
Connect Domain Name Connect your domain name into your new HubSpot CRM account
Import Client List Database With the initial set up complete, we will import your client list into the new HubSpot CRM account. This sensitive data will be transferred and stored in a GDPR compliant way
Integrating Web  Enquiry Forms HubSpot can capture details entered into your website enquiry forms to create new client records. We will link your existing enquiry forms to your HubSpot CRM account so you can benefit from this functionality. The data will be protected in compliance with GDPR
Connecting Web Analytics The next step is to connect your existing web analytics into the new HubSpot CRM account. You can then easily review the effectiveness of marketing campaigns
Create Template for Newsletters Together, we will create a branded newsletter template. This makes it quicker and easier to deliver a consistent, professional image when emailing clients and prospects
Create an  Appointment Booking Form HubSpot offers an appointment booking and meeting system, so we will work with you to set it up in a way that fits your business needs
Connect Calendar The booking and meeting system can only work if we also connect your calendar to your new HubSpot CRM. Once complete, it ensures seamless meeting booking and organisation
Establishing a Sales Process Establishing a sales funnel and process is the next step. We will only capture the details that are relevant to your business. Once set up, this step will support financial forecasting, resource allocation and project management
Set Up GDPR Consent & Permissions There are specific consents and permission settings that enable you to capture and store clients’ data in accordance with GDPR
Connect Ad Campaigns (Google, LinkedIn etc) If you have active Ad campaigns, we will connect these to your new HubSpot CRM account. You will then find it easier to monitor performance and conversions

 

Day Two – A 2-hour Introduction Session

With the CRM set up completed on Day One, this session aims to build familiarity with the features, so you can begin using HubSpot with confidence.

During this session, we will:

  • Guide you through the key features of your HubSpot CRM account
  • Introduce the functionality, including how each module works, how to grant access to your team and basic troubleshooting

Follow-up Session

Scheduled for approximately 2 weeks after the Introduction session

Most questions don’t occur until you begin using a new system. Having experienced HubSpot for a few weeks, this session aims to answer questions, respond to comments and address any concerns you may have.

Ad Hoc Support

Our HubSpot Onboarding service includes 4-hours of Ad Hoc support between Day 2 and your follow up session 2 weeks later. Contact us for troubleshooting, best practice guidance or even a quick question.

Need more support? Additional support can be purchased on a per hour basis. We will provide further details if required.

 


 

We have tried many other platforms since 2018 and the HubSpot is the winning solution that we use every day. Now, we are HubSpot Solution Provider and we feel confident to offer implementation and support services to our clients.

hubspot provider badge

Welcome

 

Starting in 2021, as we mean to go on, Framework Digital is delighted to welcome a new member to the team.

Mike Gulliver brings experience in customer service and solutions-focused sales.

 

I see digital marketing is a valuable way to empower organisations that are ready to grow.

 

If you have questions about digital marketing and CRM system, in particular, connect with Mike on Linkedin https://www.linkedin.com/michael-gulliver

 


Mike Gulliver – Sales Manager

mike@frameworkdigital.co.uk

01296 769369

HubSpot Solutions Partner

 

We’re extremely excited to announce that Framework Digital is now a HubSpot Solutions Partner.

HubSpot is our choice of the CRM system. We have tried many other platforms since 2018 and the HubSpot is the winning solution that works for us,

Now, we are HubSpot Solution Provider and we feel confident to offer implementation and support service to our clients.

 


Contact Mike Gulliver – Sales Manager

mike@frameworkdigital.co.uk

01296 769369