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  • Does your CRM have the three most important requirements?

    23rd September 2020   |   Moving

    The most common question I’ll get asked on a demo with a prospective new customer is: “What sets HubSolv apart from the thousands of other CRMs out there?”

    Whether my prospective clients are considering a system migration over to HubSolv or are tired of working with Excel spreadsheets to manage tasks and communication, the question will inevitably pop up in every conversation I have.

    It’s a great question for an informed buyer to ask. My response always revolves around a description of our company ethos: the principles that underpin our philosophy at HubSolv are entirely customer-centric. Streamlining and simplifying the user experience is at the heart of what we do. Throughout my time on-boarding new business and witnessing how HubSolv has positively transformed our clients’ internal operations, I’ve determined that there are three absolutely vital services that a CRM must provide its users:

    Need an off-the-shelf, ready-to-go solution today? Or perhaps you’re looking for an interface that allows complete customisation, with functionality as bespoke as your own business. Whether you’re the former or the latter, HubSolv is made for you. A CRM should never be so rigid that there’s no room for customisation, nor should it overwhelm the user with limitless possibilities. The Goldilocks spot comes when a CRM platform can accommodate a business’s unique requirements without compromising a tried and tested structure, and that’s where we come in. Our task management system ensures that internal jobs are being actioned, but the type of task is always dictated by the customer. Hundreds of communication templates via SMS, email, and letters can be stored within your HubSolv account; you can upload content that your business already uses, or if you’re hitting a wall with writer’s block, we can offer some standard options to get you going. You can even decide which account users are allowed full system visibility, and limit user permissions for others. We’ll hand over the reins to let you drive, but we’re always here to help pull you back in if you need it.

    We work through a proactive approach that enables HubSolv to anticipate your needs before you even have them. Your account can be fully enabled to reflect your customer journey and internal operations before you log in for the first time. Customers also have the option to book in time with our Support Team as and when they’d like to add new functionality or amend existing processes. At HubSolv, it’s all about identifying and alleviating challenges before they arise. With digitisation paving the way of the future, we saw a gap in the market for a totally paperless IVA process – and we filled it. The same can be said for our HubSolv Messenger portal, which provides a live-chat environment to encourage communication and secure file exchange between a business and their client. Not only does Messenger allow users to submit personal documentation within seconds, the built-in comms workflows will automatically send reminders to the user to promote prompt return. We pride ourselves on being a solutions-oriented CRM partner who always thinks ahead, so you don’t have to.

    Continuous improvement.
    Your business never stays stagnant, so why should your CRM? Organisations deserve a cutting-edge case management system that adapts to the most recent changes in your industry. At HubSolv, our dedicated Customer Support and Success teams frequently review our client feedback to develop a robust understanding of how our functionality can continue to enhance the user experience. Not only are we devoted to improving our own system’s features so that customers can maximise our platform, we remain committed to helping our customers grow their own revenue and connections within their sector. HubSolv’s network of over 100 clients within the financial services space, from introducers to IPs, is available free of charge to new business. As HubSolv’s BDM, I facilitate introductions between clients within our network to ensure that our users can build relationships that will increase their company revenue and improve their quality of business.

    It’s worth reflecting on whether your business’s current CRM partner meets these basic requirements. Ask yourself if your needs are being anticipated, rather than simply met. Does your CRM give you freedom of movement within a tried and tested, successful structure? Is your feedback falling on deaf ears, or can you rest assured that there’s an internal team dedicated solely to improving your user experience?

    If HubSolv can help support your business needs, get in touch:, 07521502567.

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