You'll recognise some of these.
None of it is unusual. It's what happens when tools are bought one at a time and nobody ever wired them together. Here's what we usually hear before the work starts.
- The same details get typed into three different tools a day.
- Quotes, calls and invoices live in separate systems that don't agree.
- Your team works off a spreadsheet next to HubSpot, not in it.
- A call comes in and nobody knows who it is or what they bought.
- Prices or products are updated in one place and stale everywhere else.
- Things fall through the gap between two tools nobody owns.