The Manufacturing CRM Playbook: Critical Steps for Implementation Success

A successful CRM implementation begins long before go-live. For manufacturers, the stakes are especially high. Complex sales cycles, extensive customer data, and critical system integrations can make or break your investment.

In this session, our implementation experts will reveal the essential preparation steps manufacturing leaders must take before launching a CRM project. We'll share proven frameworks that ensure alignment across teams, optimize your data strategy, and identify integration requirements that drive real business value.

Whether you're considering your first CRM deployment, migrating to HubSpot, or looking to expand your current platform's capabilities, this session provides the strategic foundation to avoid costly missteps and accelerate your path to ROI.

Key Takeaways:

• Team Readiness & User Adoption Framework: Prepare manufacturing stakeholders with change management strategies tailored to your environment
• Data Migration Strategy: Audit, clean, and prioritize data before migration for optimal CRM performance
• Integration Roadmap: Planning CRM, ERP and production systems connections that unify your technology ecosystem

Join us to transform your CRM project from a potential challenge into a strategic advantage that unifies your systems and drives sustainable growth.