Woven's 3P Framework: People, Process and Platform

Many businesses invest in HubSpot expecting a magic fix for their CRM challenges, only to realise that technology alone doesn’t guarantee success.

A CRM is only as good as the people using it, the platform it integrates with, and the processes it supports. That’s why at Woven, we take a structured approach to CRM integration with our 3P Framework: People, Process, and Platform.

We ensure that HubSpot isn’t just installed, but fully adopted, optimised, and ready for our client's team to take over seamlessly.

People: Building CRM Around the Users

A CRM should fit the people using it, not the other way around. Before integrating HubSpot, we analyse:

1. Who will use the CRM? Sales, marketing, customer service, or a mix?

2. What challenges do they face? Are they struggling with lead tracking, data management or follow-ups?

3. What is their CRM experience? Some teams need an intuitive system, while others may require advanced automation tools.

Instead of forcing a system onto your team, we tailor the CRM experience to align with how they work best. Whether it’s designing user-friendly dashboards, automating manual tasks, or setting up training sessions, we ensure adoption is effortless.

Process: Aligning CRM with Your Business Operations

One of the biggest mistakes businesses make is forcing CRM into existing processes without re-evaluating how things can be improved. A CRM should not just fit your process—it should enhance it.

We assess:

1. Where are the inefficiencies? Are manual data entries slowing you down? Are follow-ups inconsistent?

2. What can be automated? Can repetitive tasks like lead scoring, email follow-ups, or customer support be streamlined?

3. How can workflows be optimised? CRM should make marketing, sales and service faster and smarter, not more complicated.

HubSpot isn’t just a tool—it’s an amplifier for your business operations. We simplify workflows, reduce friction, and ensure your team works smarter, not harder.

Platform: Seamless Integration with Your Existing Tools

A CRM doesn’t work in isolation. Most businesses rely on multiple platforms, including:

1. Accounting software like Xero or QuickBooks to track payments.

2. Inventory management system like Microsoft Dynamics Business Central to manage products, inventory, transactions.

3. Sales platforms like Salesforce that store leads, customers and opportunities information.

At Woven, we connect HubSpot with your existing systems so that data flows seamlessly between platforms. No more double data entry, lost leads, or disconnected workflows—everything is centralised, efficient, and accessible.

Training & Handover: Empowering Your Team to Succeed

Even the best CRM integration is useless if your team doesn’t know how to use it. That’s why Woven prioritises platform onboarding and user training after implementation.

We make sure:

✔ Superadmins understand how to configure and maintain the CRM.

✔ Sales & marketing teams know how to track leads, automate follow-ups, and access insights.

✔ Customer service teams can handle tickets and resolve inquiries efficiently within HubSpot.

Our goal is simple: when we complete the integration, your team is confident, independent, and ready to take over seamlessly.

Why Woven?

Most companies install HubSpot. We integrate it.

If you’re considering adopting the HubSpot Customer Platform as your CRM solution to empower your business and integrate it with your existing softwares, let’s talk about how the 3P Framework can make your project implementation seamless and a strategic successful transformation.

A CRM isn’t just software—it’s an extension of your business. The right CRM should be easy for your people to use, aligned with your business and operational processes and seamlessly connected with your platforms. That’s what we do at Woven. If you’re ready to make the most of your HubSpot integration, let’s chat. Get in touch with Woven today.

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