CRM SUPPORT & Resources for b2B
What we do
Using a CRM in your organisation is never a goal in itself, it should be a solution that helps your business. Be it in responsiveness, customer satisfaction, sales performance, efficiciency.
We focus on your goals and how a CRM (if it is really needed...) supports in reaching these goals.
From strategy to execution we deliver a hands-on approach.
How we do it
We like to view and handle things from a pragmatic, hands-on approach and take it one step at the time.
We start with an intake to learn from your business, your challenges and your goals.
When we think we can help you we start with an inventory of where you are and where you want to be in what timeframe.
What we don't do
We do not provide 'creative' support, e.g. help you in design, crafting that killer email campaign and alike.
With the broadening of CRM solutions, nowadays it covers Sales, Marketing and Service, Content.
Our primary focus is on Sales and the synergy it can deliver together with Marketing.
CRM CONSULTANCY @ OPTUM NOVA
From Strategy to Execution
CRM is more than just software; it is the backbone of a successful commercial organization. At Optum Nova, we guide B2B organizations through the implementation and optimization of HubSpot and Freshworks CRM. Our goal is not just a technical implementation but ensuring the system functions effectively within your organization.
Why work with Optum Nova
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35+ years of experience in sales and marketing within the IT sector.
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Practical, hands-on approach, focused on direct results.
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From strategy to execution, ensuring CRM adds real value.
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Emphasis on functional effectiveness, not just technical deployment.
FROM STRATEGY TO EXECUTION TO OPERATION
CRM Strategy and Roadmap
We help you develop a clear CRM strategy aligned with your business goals. This includes:
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Needs analysis and objectives.
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Process optimization and workflow design.
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Integration with other systems.
Implementation and Configuration
A well-configured CRM solution is essential. We ensure:
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Setup and configuration of HubSpot and Freshworks CRM.
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Integration with existing tools and data sources.
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User-friendly configuration tailored to your team.
Functionally Effective CRM
We ensure the CRM system truly works for your team:
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Customized dashboards and reports.
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Automation of sales and marketing processes.
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Training and support for optimal usage.
Our approach
Hands-on and focus on results
NDA and Confidentiality
We begin with a mutual Non-Disclosure Agreement (NDA) to protect sensitive business information.
Intake and Analysis
We asses your current (CRM) situation and define specific objectives.
Inventory of processes, workflows, and integrations.
Implementation Plan
Development of a detailed step-by-step plan for implementing and optimizing the CRM solution.
Clear milestones and deliverables aligned with your business goals.
Our partnerships
We've done it before..
HubSpot Solution Partner
Back in 2018 we started our partnership with HubSpot and since then we've delivered succesfull implementations of their CRM solution. Our primary focus in on SalesHub and MarketingHub.
FreshWorks
Our partnership with FreshWorks focuses on the Sales & Marketing offering of Fresh.
As a certified partner we regularly are invited to support FreshWorks customers when experience and knowledge is required in Sales and marketing.
Dear Lucy - Sales Performance Management
Sales Performance Management (SPM) solution transforms your CRM data into actionable insights, helping your sales teams focus on what truly drives results.
Our partnership with Dear Lucy is the ideal combination of our experience with Revenue management, deal- and leadqualification, MEDDICC.
Just Results
We focus on the strategic and functional aspects of a CRM for your organization: a solution that drives revenue growth and customer relationships.
WHAT OUR CUSTOMERS SAY...
OUR GOAL IS TO MAKE YOU SUCCESSFUL
"I highly recommend Eric for his strategic mindset and expertise in CRM strategies. He consistently starts conversations by aligning objectives and metrics, ensuring every initiative is goal-driven and measurable. Eric will definitely bring structure in the process and has a deep understanding of needed CRM tactics, combined with his ability to implement operational improvements. Eric blend of strategic planning and hands-on execution is a very unique skills to add to the team"
"Ik ken Eric al jaren als een uitstekende senior interim sales professional en een echte CRM-specialist. Hij heeft niet alleen mijn bedrijf, SalesSpot, maar ook diverse klanten van SalesSpot geholpen met de implementatie van HubSpot.
Eric denkt strategisch mee, komt met waardevolle & praktische tips en zorgt ervoor dat CRM niet alleen wordt geïmplementeerd, maar ook écht werkt voor de business. Zijn combinatie van saleservaring en CRM-kennis maakt hem een enorme aanwinst voor elk team."