A CRM health check is a comprehensive evaluation of your CRM system, focusing on efficiency, alignment with business processes, and the achievement of company goals.
The audit begins with detailed data collection, including system usage analysis, interviews for in-depth insights, and review of documentation and workflows. Technical review ensures your CRM is correctly configured and that integrations and data quality meet best practices. Functional review examines usability, process automation, and how well the CRM supports your daily business needs.
In addition, the assessment covers user support and adoption, evaluating training programs, user engagement, and overall adoption levels. A key part of the process is measuring results and value: reviewing KPIs to determine how the CRM creates business impact and improves operational efficiency.
The audit concludes with tailored recommendations, highlighting strengths, areas for improvement, and specific actions to enhance performance. An IT security and data protection review is also included, ensuring compliance with data privacy standards and reinforcing the safety of your business data. This structured approach empowers your organization to achieve greater value from its CRM investment.
As HubSpot Platinum Partners, we assist you with the implementation and onboarding of advanced CRM solutions.
TeQflo leads you through every stage of your HubSpot onboarding journey, helping you unlock the platform’s full potential from day one. We begin with a deep understanding of your business, marketing, sales, and service processes to align HubSpot with your key objectives.
Based on this foundation, we configure your HubSpot portal, set up custom properties, pipelines, and automation workflows that reflect how your team works best. You receive a personalized onboarding plan with clear deliverables, timelines, and hands-on guidance.
As HubSpot Platinum Partners, we assist you with the implementation of advanced CRM solutions.
TeQflo guides you through every step of successful CRM implementation with a focus on delivering measurable results for your business. We begin by carefully analyzing your existing systems and processes to identify opportunities for improvement and clarify your key goals. Based on these insights, we provide detailed recommendations and a roadmap tailored to your needs.
Our team then develops a structured project plan, outlining clear timelines, deliverables, and milestones to keep your CRM project on track. We design and deliver a custom CRM solution that integrates seamlessly with your workflows and supports your business growth.
Training is a fundamental part of our service. We ensure your team receives practical hands-on coaching to maximize adoption, efficiency, and long-term value. After your CRM goes live, we provide ongoing support and proactive advice to help your business overcome challenges and unlock new opportunities.
We assist our clients with data migration to their new CRM system, one of the most critical steps in a successful CRM implementation.
We deliver accurate and efficient CRM data migration, making sure your business-critical information is preserved and ready for use in your new system. Our experienced team starts by thoroughly analyzing your current data sources, identifying what needs to be moved, and creating a tailored migration plan with clear timelines and resources.
Integration is the process of connecting your CRM system with both existing and new tools within your organization. The goal is to create a seamless and efficient work environment where all systems collaborate optimally.
The management & continuous improvement service focuses on ensuring that your CRM system remains aligned with your business needs, continuously delivering value over time.
We provide ongoing CRM management and support to keep your system reliable and effective. Our team monitors performance, handles updates, manages user accounts, and ensures data compliance. We regularly review your system’s configuration, offer user training, and guide workflow improvements to boost productivity. With continuous risk management and strategic advice, we help your CRM evolve with your business, delivering ongoing value and supporting your goals for long-term success.
HubSpot Health CheckA CRM health check is a comprehensive evaluation of your CRM system, focusing on efficiency, alignment with business processes, and the achievement of company goals.
The audit reviews CRM usage, configuration, integration, and workflows to ensure your system meets best practices and supports your business needs.
The assessment also reviews user adoption, training, and KPIs to ensure your CRM delivers measurable business value.
The audit ends with clear recommendations and actions to boost CRM performance and data security, helping you get more value from your investment.
AI-powered marketing software designed to generate leads and automate your marketing efforts.
Drive revenue by attracting, converting, and engaging high-quality leads. Save time and resources with integrated campaign management and automation tools. Measure and optimize campaigns using data-driven reports powered by HubSpot CRM.
TeQflo can help guide you through choosing the right plan and setting up your HubSpot Marketing Hub to ensure you’re leveraging its full capabilities to drive growth.
AI-driven platform for marketers to create, manage, and optimize content at scale.
Content Hub allows businesses to create personalized, engaging content for each stage of the customer journey. With features like AI-powered content generation, lead capture, SEO recommendations, and advanced analytics, it helps create a cohesive experience across all channels.
TeQflo can help you leverage Content Hub to craft personalized content strategies that resonate with your audience. We’ll guide you in creating a content plan that maximizes your brand’s reach and engagement, ensuring your content is tailored and optimized for performance.
Sales software built for productivity, powered by AI, that helps teams close deals faster.
Say goodbye to outdated sales methods. Sales Hub empowers your team to focus on quality over quantity. It provides the tools to regain productivity and deepen customer connections while giving leaders the data they need to scale insights effectively.
TeQflo can support you in implementing the Sales Hub to optimize your sales pipeline and automate tasks, allowing your sales team to focus on what matters most: building relationships and closing deals. We’ll help you integrate Sales Hub into your workflow seamlessly.
Commerce software built to simplify your revenue process – from quote to cash.
Leave behind manual billing and disconnected payment systems. Commerce Hub empowers your team to streamline the entire buying experience. It offers the tools to automate invoicing, collect payments efficiently, and give finance and sales leaders the visibility they need to drive growth.
TeQflo can support in implementing HubSpot’s Commerce Hub to streamline your quote-to-cash process and improve buyer experience. We’ll help you integrate Commerce Hub seamlessly into your workflow, enabling smarter payment solutions, automated invoicing, and better revenue visibility.
AI-powered customer service platform designed to scale support and improve customer retention.
Integrating with HubSpot’s Smart CRM, Service Hub enables personalized support, proactive retention, and deep insights into customer health and product usage. With tools like a help desk, knowledge base, and omni-channel messaging, Service Hub helps deliver faster, smarter, and more efficient customer experiences.
TeQflo can assist in configuring and optimizing Service Hub, ensuring your customer service teams are equipped with the right tools to provide seamless support and foster long-term customer loyalty. Let us help you elevate your customer service experience.
Operations software designed to help businesses automate and optimize workflows, sync customer data and improve efficiency across teams.
Operations Hub centralizes tools, data, and processes into one unified CRM platform. It ensures your data is accurate and up-to-date, empowering teams to focus on high-impact tasks rather than manual work.
TeQflo can assist in implementing Operations Hub to streamline and automate your processes. We’ll help connect your systems, clean your data and ensure your business is running as efficiently as possible, all while providing the insights you need to make smarter decisions.
AI solution designed to enhance productivity for marketing, sales and customer service teams. It automates tasks, scales growth and provides actionable insights to streamline business operations.
