Delivered foundation; evolving scope - A practical CRM foundation for an interiors business
Adapting a CRM implementation to the workflows staff actually use. Delivered foundation; evolving scope.
- Client
- Gil Walsh Interiors
- Year
- Service
- CRM implementation, Workflow design, Professional services
- Engagement
- Delivered foundation; evolving scope
The Challenge
Relationships, referrals and project opportunities needed shared visibility, while accounting and procurement remained in Design Manager.
The Approach
BeeNex configured a relationship-management foundation in HubSpot around contacts, opportunities, Outlook activity, tasks and file references. Subsequent planning adapted the engagement toward website recovery and practical tracking/content workflows.
Capabilities
- HubSpot contacts and companies
- Project/opportunity pipelines
- Lead/referral fields
- Outlook activity workflow
- Tasks and notes
- Dropbox/Box file references
- Saved views/dashboards
- Training
- Planned website recovery and tracking pivot
Workflow
- Import and organize contacts
- Track referral and opportunity
- Log communication
- Create follow-up task
- Reference project files
- Refine workflows with staff
- HubSpot Starter
- Outlook
- Design Manager retained
- Dropbox/Box
- Mailchimp (planned)
Engagement Outcome
The CRM foundation was implemented, followed by a shift toward website recovery, basic tracking and practical marketing workflows. Website and marketing results remained planned in the latest notes.