06.05.2020

Sales & CRM

Why does a single customer view feel like a utopia?

2 min read

Daryn

Never before have you heard an employee say, “I love having to switch between five systems to get an understanding of a customer before I can assist them”.

But the unfortunate truth is that data silos are considered the norm for most companies. With the time, cost and effort of a single customer view (SCV) making it a project often paid lip service, but never actually taken on.

Acquiring an SCV is not the conundrum some make it out to be. To prove this, we’ve listed a few perceived problems and how to solve them:

Vendor alignment versus ‘best-of-breed’ alignment

A lot of IT teams haven’t evolved from being aligned to a specific vendor. For example, many companies will bill themselves as a ‘Microsoft’ house, and even if there is a better solution they won’t consider it. This outmoded way of thinking needs to evolve. Rather, companies need to seriously consider using best-of-breed systems — no matter who the vendor is. This ensures that the selected software provides open and well-structured APIs for integration purposes and/or pre-built integrations.

Foundational system is finance-owned:

financial and accounting systems have a large part to play in managing governance and control. As a result, they are rigid and need extensive training to use and navigate, and are often locked down to just a handful of users. Other systems are then built on top of this already limiting platform. A more effective approach is to use a CRM system as your foundational system, and then to build upon that.

Horrors of wasted investment:

When companies realize they have invested millions in systems that are no longer meeting their requirements, they have to scramble to pivot in the direction of a better investment. This decision is often hampered by prolonged delays, and can come at the expense of customer and employee experience. The sooner the band aid is pulled off in favour of adopting a CRM, the better.

Find out more about approaching CRM in a strategic, data-driven and technologically minded way by downloading our CRM eBook here.

Not using HubSpot yet?

Book a demo with our team today.

Latest Insights

Marketing & Growth

19 min read

Essential HubSpot workflows you should implement today (July 2024)

HubSpot workflows are the perfect way to automate professional processes. We unpack our favourite HubSpot workflows to showcase how useful they are.

Read more

Marketing & Growth

24 min read

Your guide to building multi-language websites in HubSpot

Explore how to create multilingual websites in HubSpot Content Hub, how best to use them, and best practices for maximising their impact.

Read more

Sales & CRM

91 min read

The true cost of HubSpot: Exploring HubSpot's Total Cost of Ownership

This guide takes a look at the total cost of ownership (TCO) of HubSpot as well as the TCO of Marketing Hub, Sales Hub, Service Hub and Content Hub.

Read more

Sales & CRM

20 min read

HubSpot HIPAA compliance: everything you need to know

Explore HubSpot's HIPAA compliance. We cover the basics of HIPAA, challenges HubSpot faced, and HubSpot's new tools to meet compliance requirements.

Read more

Marketing & Growth

21 min read

Enhancing your marketing processes with HubSpot AI

Learn how you can integrate HubSpot’s AI assistants into your marketing processes to optimise your efforts and supercharge efficiency. 

Read more

Sales & CRM

17 min read

How to plan for a successful HubSpot Implementation

Key aspects of planning and managing HubSpot implementation. We'll guide you through every step to ensure a successful HubSpot implementation.

Read more

Marketing & Growth

10 min read

Why it might be time to consolidate marketing agencies

Learn why & when to consolidate your marketing efforts with an agency specialising in strategy, creative solutions & technical expertise.

Read more

Technical & Integrations

5 min read

HubSpot’s cookie consent banner update: What you need to know

HubSpot is updating its cookie consent banner to version 2 on July 5, 2024. Here’s what you need to know about the update & how to prepare for it.

Read more

Sales & CRM

27 min read

HubSpot user adoption: a comprehensive guide to boosting CRM adoption

Explore strategies, best practices, and tools to drive user adoption in HubSpot, ensuring a smooth transition and maximising user engagement.

Read more

Sales & CRM

37 min read

HubSpot security and compliance: best practices and automated tools

Explore how to leverage HubSpot’s security tools and resources to mitigate risks and ensure Security and Compliance in HubSpot.

Read more