5. Tech Stack Integration & System Connectivity
Are your systems working together—or working against you?
- Does your CRM struggle to integrate with your marketing, customer success or finance platforms?
- Do your teams manually transfer data between systems, resulting in errors, delays and frustration?
- Do you find yourself relying on multiple disconnected tools to get a complete view of your customer journey?
💡 The Pain: When systems don’t communicate, data becomes fragmented, customer handoffs become chaotic and teams waste time juggling platforms instead of driving growth.
6. Customer Experience & Account Management
Is your CRM helping you build lasting, profitable relationships?
- Do your customer success teams struggle to access key account information after a deal is closed?
- Are upsell and cross-sell opportunities missed because teams lack insight into post-sale engagement?
- Do your customers complain about disjointed communication or repeatedly providing the same information to different teams?
💡 The Pain: A disjointed customer experience leads to churn. If your teams can’t track interactions and deliver a consistent experience, competitors will swoop in and steal your customers.
7. Lead Qualification & Prioritisation
Does your CRM help reps focus on the right leads?
- Does your sales team waste time pursuing leads that will never convert?
- Are you still relying on manual lead scoring or subjective intuition to prioritise prospects?
- Do sales reps lack visibility into engagement signals, like content interactions, website visits and email opens?
💡 The Pain: Without intelligent lead scoring and engagement tracking, sales teams waste time chasing dead ends while high-potential opportunities slip through the cracks.
Your Self-Assessment Results:
If you answered “yes” to three or more of these challenges, it’s a clear sign that your CRM isn’t supporting your growth goals.
Disconnected systems, inaccurate data and inefficient processes don’t just slow your sales team—they prevent you from building a scalable, predictable revenue engine.
But here’s the good news: It doesn’t have to be this way.
HubSpot: The CRM Built for Sales & Operations Success
HubSpot is designed to eliminate the exact challenges you’re facing. As a connected, easy-to-use and AI-powered CRM platform, it provides the insights, automation and integrations your teams need to sell smarter, faster and more effectively.
How HubSpot Solves These Challenges:
HubSpot gives Sales and Operations Directors the visibility, insights and tools they need to drive growth—without the headaches of disconnected systems.
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Unified Customer Insights: HubSpot provides a 360° view of every prospect and customer across sales, marketing and customer success. No more silos—just complete, real-time visibility into the entire customer journey.
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AI-Powered Lead Scoring: HubSpot’s AI engine automatically ranks and prioritises leads, so sales teams focus on the most promising opportunities.
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Automated Forecasting & Pipeline Management: With HubSpot, forecasting becomes a data-driven process. Reps get real-time updates on deal progression and Sales Directors get accurate, actionable forecasts—without the guesswork.
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Seamless Integrations: HubSpot integrates with over 1,500+ apps, ensuring your CRM is fully connected to the rest of your tech stack. No more manual data transfers or broken processes.
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Sales Automation & Playbooks: Reps can access pre-built sales playbooks and automated follow-up sequences, ensuring that best practices are followed consistently across the team.
The iME Approach: Stop Wasting Time in the Egg Whites
At iME, we use the Fried Egg Marketing Framework to help businesses like yours focus on the yolk—the high-impact strategies and processes that drive revenue growth.
If your CRM feels like a scrambled mess of disconnected tools, poor-quality data and manual processes, we’ll help you:
The iME Approach: Stop Wasting Time in the Egg Whites
At iME, we use the Fried Egg Marketing® and EggOps Framework to help businesses focus on the yolk—the high-impact strategies and processes that drive revenue growth with HubSpot.
If your CRM feels like a scrambled mess of disconnected tools, poor-quality data and manual processes, we’ll help you:
- Implement HubSpot CRM to unify your sales, marketing and customer success teams.
- Align your teams around a single source of truth and ideal client profile (yolk), ensuring everyone works with the same data, goals and processes.
- Optimise your sales processes to shorten cycles and improve close rates.
- Eliminate wasted effort by removing manual, repetitive tasks with HubSpot’s powerful automation tools.
- Clarify your focus by using real-time insights and reporting to identify your best-fit customers and highest-impact opportunities.
The result? A scalable, predictable revenue engine that empowers your team to work smarter, not harder—and that ensures your business is focused on the activities that truly move the needle.