3min
If you’ve ever felt frustrated with your CRM, you’re not alone. Many B2B Tech Manufacturers invest in HubSpot with high hopes, only to find themselves stuck. The data is messy, the teams are siloed, and the results just aren’t there.
Here’s the thing: the problem isn’t HubSpot. It’s how it’s adopted.
At Real Inbound, we’ve spent years helping B2B Tech Manufacturers modernise their sales and marketing. And along the way, we’ve learned one crucial lesson: simplicity is the key to success.
That’s why we developed the SIMPLIFI Framework—a step-by-step approach to HubSpot adoption that’s simple, effective, and impactful.
In this article, we’ll break down the SIMPLIFI Framework, explain why it works, and show you how to use it to turn your CRM into a growth-driving engine.
Why Simplicity Matters in HubSpot Adoption
Let’s start with a simple truth: overcomplicating your HubSpot setup is a recipe for disaster.
We’ve seen it time and time again. Businesses try to do too much, too fast. They over-engineer their HubSpot portals, creating systems so complex that no one knows how to use them.
The result? Frustration, inefficiency, and a CRM that feels more like a burden than a tool.
That’s why simplicity is so important. When your HubSpot setup is simple, it’s easier to use, easier to adopt, and easier to optimise.
And that’s exactly what the SIMPLIFI Framework is all about.
What is the SIMPLIFI Framework?
The SIMPLIFI Framework is a structured, management-led approach to HubSpot adoption. It’s designed to help B2B Tech Manufacturers close the HubSpot Adoption Gap and turn their CRM into a fully integrated, business-critical system.
Here’s how it works:
S - Set the Scene
Before you dive into HubSpot, you need to set the stage for success. This means defining your goals, understanding your starting point, and aligning your leadership team.
Ask yourself:
- What does success look like for our business?
- Where are we now, and where do we want to be?
- How can we get our leadership team fully bought in?
By setting the scene, you create a clear vision for your HubSpot adoption journey.
I - Interview Everyone
HubSpot adoption isn’t just about technology—it’s about people. That’s why the next step is to gather insights from your teams, your customers, and your stakeholders.
This step is all about understanding:
- The challenges your teams are facing.
- The needs and expectations of your customers.
- The gaps in your current processes.
The more you know, the better equipped you’ll be to build a system that works for everyone.
M - Map the Processes
Once you’ve gathered your insights, it’s time to map out your processes.
Start by looking at your current workflows. What’s working? What’s not? Then, map out the processes you want to execute in HubSpot.
This step is crucial for creating a system that’s not only functional but also aligned with your business goals.
P - Plan the Way Forward
With your goals, insights, and processes in mind, it’s time to create a roadmap for success.
Your plan should include:
- Clear milestones and timelines.
- Defined roles and responsibilities.
- A strategy for training and onboarding your teams.
Remember: a good plan is the foundation of a successful HubSpot adoption.
L - Lead the Adoption
HubSpot adoption needs to be led from the top. When managers lead, teams follow.
This step is all about empowering your leadership team to drive the change. Make sure they’re fully bought in, actively involved, and ready to champion the adoption process.
I - Implement the Plan
Now it’s time to put your plan into action.
This step involves:
- Building your HubSpot system.
- Setting up your processes.
- Training your teams.
It’s also important to monitor progress and make adjustments as needed.
F - Fix It
Let’s be real: things will go wrong. And that’s okay.
The key is to address issues as they arise and keep moving forward. Whether it’s a technical glitch, a process hiccup, or a team member struggling to adapt, be proactive about finding solutions.
I - Iterate
HubSpot adoption isn’t a one-and-done process. To get the most out of your CRM, you need to continuously optimise and improve.
This step is all about:
- Analysing your data.
- Gathering feedback from your teams.
- Making incremental changes to improve performance.
By iterating, you ensure that your HubSpot system continues to deliver value over time.
Why the SIMPLIFI Framework Works
The SIMPLIFI Framework works because it’s simple, structured, and people-focused.
Here’s why it’s so effective:
- It’s easy to follow: The step-by-step approach makes it easy to stay on track.
- It’s adaptable: The framework can be tailored to fit your unique business needs.
- It’s focused on people: By involving your teams and leadership, it ensures buy-in and adoption.
Most importantly, the SIMPLIFI Framework is designed to deliver results.
Real-World Results
The Power of SIMPLIFI
We’ve seen the SIMPLIFI Framework transform businesses.
One of our clients, a B2B manufacturer, was struggling with poor data quality, siloed teams, and a lack of ROI from HubSpot. By following the SIMPLIFI Framework, they were able to:
- Align their sales, marketing, and service teams.
- Clean up their data and create a single source of truth.
- Streamline their processes and improve efficiency.
- Drive real growth and revenue.
The result? A fully integrated HubSpot system that delivers real results.
Final Thoughts
Simplicity is the Key to Success
If you’re struggling with HubSpot adoption, remember this: simplicity is the key to success.
By following the SIMPLIFI Framework, you can close the HubSpot Adoption Gap, turn your CRM into a growth-driving engine, and achieve the results you’ve been hoping for.
Ready to Simplify Your HubSpot Adoption?
Join us for our upcoming webinar:
“Modernising Sales & Marketing for B2B Tech Manufacturers”
Date: 17th April 2025
Time: 10.00 AM GMT
Location: MS Teams
Learn how to close the HubSpot Adoption Gap and modernise your sales and marketing with real-world insights from industry leaders.
