CRM Portal Setup
When you first get a portal or account setup for either HubSpot or Salesforce, upon login it looks rather…bare ? (see the shocking results below!)
Tada! (…WTH do I do with this?)
Even though it looks pretty empty, not to worry, it is part of the process. There is a lot hidden behind the scenes that just needs to be configured before your team can jump in!
10 Steps to CRM Setup
The general overview of steps for setup & integration include:
- Data evaluation & clean up (everyone has a junk drawer, right? ?)
- Determine CRM provider
- Preparing a staging portal for testing & add custom fields
- Data integration (twist integrations has a connector with cloud-based Club Management Softwares)
- Initial import of data
- Basic setup for email marketing (Salesforce Pardot or HubSpot Marketing)
- Form integration
- Setup basic workflows (HubSpot) or flows (Salesforce)
- Basic training & roles and permissions for team
- Launch! 🙂
By hiring a company to build, maintain your integrations & help get you off the ground, you can start off with a solid foundation. It also minimizes your IT or marketing staff from maintaining internal hardware, upkeeping systems, freeing you up to do what you do best!
Article by: Lindsey Leemis, CEO & Founder of Twist
