Having worked closely with a variety of complex organizations and workflows for more than 20 years, our team offers practical and well-defined direction through our Business Process Analysis (BPA) and Consultation Services.
Many sales, service, and marketing teams come to us with the certainty that something must be done to improve their processes and technology, but they don’t always have the certainty of what changes should be made and what systems should be removed, added, integrated, or adjusted. To help them understand the possible roads ahead, our team follows this process:
Scoping Our BPA
Prior to diving into the business process analysis, we go through a scoping and discovery phase to understand what processes, people, technologies, and outcomes you would like to focus on. This will act as the north star of our project together.
Evaluating Process, People, & Technology
We meet with you and your team members to understand how your business runs, and where processes seem to fall apart. This includes the flow(s) of work, the technologies involved, and the people impacting, or impacted, by all of it.
The Result: Business Process Analysis
Our deliverable is a practical, actionable BPA document derived from the information gathered, the current state of your processes, the desired state, and the tools available to make your preferred outcomes a reality.
Putting a Business Process Analysis to Work
Guidance is powerful, but without action, it doesn’t mean much. That is why our team draws clear paths from our business process analysis to the ways we can assist with some of these items.
Whether this is CRM (Salesforce and/or HubSpot) migration, implementation, cleanup, or integration, lead processes fueled by our Appointment Setting team, or improvements and support from our Marketing team – our multi-faceted organization is ready to help implement what we suggest.
We've been working with Concept for several years and their depth of knowledge across CRM/Martech continues to impress. From process improvement to implementation, we couldn't have asked for more in a strategic partner.
Eric J.
| SelmanCo
SLUNKS loves John and Hayden with Concept!!!
Managing a small business, one requires many hats. We were excited this year to take on HubSpot to manage our many avenues that we facilitate each day. John worked with me through the entire Onboarding process and I could not be more grateful for his detailed approach and ability to teach and wait as I was learning the intricate process that will change the trajectory of our operational systems. Hayden also was an incredible asset serving alongside John and we appreciate the patience and hard work given on their end as we are navigating and executing our small business needs!!
Nickie H.
| Slunks
Great experience
Great experience working with John on onboarding Sales Hub. We look forward to working with Concept as we expand our use of HubSpot.
Quentin M.
| eGourmet Solutions
Exceptional strategic partner
We've partnered with the Concept team for nearly two years, and their extensive knowledge and expertise in HubSpot and other platforms like Salesforce is impressive. They have a solid grasp of how our various Martech stack components work together and consistently offer proactive solutions. Since teaming up with them, our systems and processes have significantly improved. Truly an amazing team.
Eva R.
| Episource
Our Technology Partners
In addition to our HubSpot partnership, we also proudly partner and have experience integrating additional solution providers to help our clients reach their business needs.
Clarity and direction can lead to amazing business results. Start your next organizational changes off in the right direction with the team at Concept.
