Please enable JavaScript.
Coggle requires JavaScript to display documents.
Salesforce / Hubspot migration - Coggle Diagram
Salesforce / Hubspot migration
Marketing
Website integration (forms, tagging etc.)
Contact form?
webchat
e-commerce linking (new registrants)
managing of e-privacy
data import tools and considerations
Handover between marketing & sales (at what point, criteria, etc.)
How are campaigns managed?
Sales
Lead assignment
Different rules based on geography
Which "business unit" (Markes, Gerstel, EST)
Will Markes / SepSolve be differentiated
Lead journey (status / flows)
Process for conversion etc.
Activity logging (any rules we will need to comply with)
Quoting - use of standard option (CPQ?)
or integration with QW?
template management and variations
How are products mananged for quoting / deals etc.
Support
"tickets" replace cases
Can we configure automated routing of emails to create tickets?
Are tickets routed to individuals or teams
How are assets managed
warranty
contract entitlements
service visits
service reports
scheduling
AirSlate service reports
training requests
Multi-system contracts / relationships
Administration
Structure of roles / profiles for different users
lead routing - we have complex set up based on different criteria from country down to state, and zip/postcode
integration with Outlook
what do we want / not want to include in terms of email communications / interactions (NDA's etc)
Dashboards and reporting
assume this is simple and intuitive.
Will we have fixed dashboards aligned with other group companies
Lead "queues" for regions where limited resource for lead follow up
Other tools
FOC log (links to warranty & service)
Despatch Date Commitments
(poor adoption with current team)
Bibliography
Any potential for integration wtih SAP?
Quality KPI reporting (links to warranty & service data)
Hubspot - key differences
Terminology
"contact"
contacts become leads then deals - new way of managing this
contact is a combination of our "Leads" and "Contacts"
can be or not be associated with a company/account
"company" (account)
"deal" (opportunity)
ticket (i.e. case)