The team doesn’t want a new system at all.
Changing a system and working method often brings complexity and challenges in the workplace. Change management can be utilized to guide this process smoothly. We take a step-by-step approach to ensure that all employees are happy with the transition to HubSpot and truly see the value in working with the system.
How to get your team excited about HubSpot
Reducing risks
Getting the whole team on the same page
Consistent workflow for everyone
We ensure that your entire team joins you in embracing the change to HubSpot. During the implementation process, we keep employees informed about the changes in phases.
Our approach focuses on creating a consistent and efficient process that works for everyone. This reduces risks and ensures that employees continue to use the system effectively over the long term.
How do you get your team on board with change?
HubSpot training
We train your employees in using HubSpot, enabling them to work successfully and gain a better understanding and connection with the system.
HubSpot implementation
We set up HubSpot with a focus on your current process making everything clear and organized in one central location.
Ambassadors in the organization
With a HubSpot champion on your team, you ensure that enthusiasm is passed on internally.
The Awareness phase
When your organization wants to implement a new system, and employees do not see the necessity of this change, you can expect significant pushback.
It is natural to resist change. However, there may also be employees who are more understanding. They are often curious about whether they will receive adequate training and when the change will take place.
The Desire phase
Although there may be employees who recognize the need for change, the desire to actively start using a new system might not be very strong at first.
Identify the HubSpot champion in your team. This individual is the ideal person to help and motivate other employees while effectively communicating the changes.
The Knowledge phase
Only after completing the Awareness and Desire phases can you start transferring in-depth knowledge about the new system.
To be more effective in this approach, it’s important not to jump straight into training sessions. Employees are often not motivated to learn at this stage or may not fully understand why they are attending the training.
The Ability phase
After transferring knowledge, an additional step is required that focuses more on the skills of the employees. In this phase, employees learn to apply the knowledge in practice.
Hands-on training and coaching can play a crucial role here. This approach ensures that skills are effectively developed. It is important to give employees the opportunity to genuinely test the new software and learn through trial and error.
The Reinforcement phase
In the final phase, it’s crucial to monitor whether the changes are being effectively implemented and whether the new workflow and system are actually being used.
Who is using the software? Who is taking the time to truly learn it? Who realizes it improves efficiency in their daily tasks?
Keep track of this and make sure to let employees know they’re doing a great job. Positive reinforcement can motivate them to continue embracing the change.
HubSpot tools
Automation
We set up automation based on the process in HubSpot.
Working from shared view
Working from the same overview prevents mistakes.
User management
Set the right permissions for your employees so they see what they should see.
CRM customization
Set up the CRM correctly to avoid confusion.
Reporting
Reporting of all efforts in one place, clear and transparent for everyone.
CRM cards
A summary on a HubSpot record that shows data from an external app or service connected to that record.
Our crew are at your service
The right crew member for your issue
Want to learn more about the possibilities of change management?
Schedule a call with one of our specialists!
