teamwork.com | Managed a company-wide CRM Migration

Situation: I was working as a product and project manager and marketing operations specialist at teamwork.com, a company that offers online collaboration and productivity tools. One of the tools we used internally and as part of our service for customers was teamwork.com crm, a home developed CRM platform.

Task: However, we realized that teamwork.com crm was not meeting our needs and expectations, and that we could benefit from switching to hubspot, a powerful and popular CRM platform that offered more features and benefits. My task was to manage the transition of teamwork.com CRM to Hubspot, ensuring a smooth and successful migration of data, processes, and functionalities.

Action: To accomplish this task, I did the following:

I communicated the objectives, benefits, and timeline of the transition to all the internal and external stakeholders, including the leadership team, the sales and marketing teams, the customer service team, and the customers.

I involved the key stakeholders in the planning and execution of the transition, soliciting their feedback and input along the way.

I used teamwork.com and hubspot as the main tools for collaboration and coordination, keeping everyone updated on the progress and status of the transition.

I assessed the capabilities and limitations of both teamwork.com and hubspot, and found workarounds or solutions for any compatibility issues or roadblocks.

I cleaned and organized the data to avoid any discrepancies or duplication, and mapped the fields accurately to maintain consistency and integrity.

I conducted extensive testing in a controlled environment, and resolved any issues that arose during the transition.

I started with a pilot group, and gradually expanded the transition to other teams, minimizing disruption and risk.

Result: The transition of teamwork.com CRM to Hubspot was a successful and smooth project, thanks to the careful planning and execution, and the collaboration and cooperation of all the stakeholders. The transition resulted in increased win rate, average selling price, and customer satisfaction, as well as improved efficiency, performance, and alignment of the sales and marketing teams.