Te Finance & Business Guide - brought to you by APL Media • Wednesday 22 October 2025
5 ADVERTISEMENT FEATURE
How to de-risk your CRM
For many mid-market businesses, CRM projects fail not because of the technology, but because of risk, alignment and data. Here’s how to do it right
UK leadership teams need quick, defensible wins without locking their organisations into complexity they don’t need. The best approach is simple: pilot first, then scale. Global HubSpot and customer
relationship management (CRM) consultancy Avidly has come up with a path designed for strategic leaders — the CEO/CMO/CRO who must justify return on investment and manage board risk — and for operational managers who live with the day‑to‑day realities of implementation.
TRIED AND TESTED PILOT-FIRST PROCESS 1. Pre-purchase business case: sign-off before software Before any platform decision, Avidly facilitates a crisp, executive‑level case that documents risks, expected outcomes and ownership of milestones. This gives the CFO and CTO what they need to say “yes”: a shared picture of value, timelines and guardrails.
2. Run the pilot: expose data gaps so they can be plugged Rather than a big-bang rollout, Avidly configures HubSpot for a single product line, team or region to prove value quickly. Integration is limited to what’s essential to test the strategy and expose gaps in data and processes. Learnings are rapid; risk stays low.
3. Organise the data: ensure it’s fit for purpose Every pilot surfaces truths about data quality. Avidly runs a structured audit to cleanse critical fields, tighten definitions (lead, MQL, opportunity) and align handoffs so the system reflects the business, not the
other way round. This is where many transformations succeed or fail — the team removes friction before scaling.
4. Enablement training: from early adopters to in-house trainers Adoption is a people project. Avidly delivers role‑based enablement and identifies early adopters who become in‑house champions and trainers. That reduces change resistance and builds lasting capability.
EXCLUSIVE FOR READERS: RISK-FREE HUBSPOT HEALTH CHECK OR CRM STRATEGY CALL WITH AVIDLY
Avidly is a global HubSpot and CRM consultancy with a 40-strong UK team and 300 specialists across EMEA, North America and Asia-Pacific. For UK organisations, that means on-the-ground delivery backed by international scale. Readers can choose between a complimentary HubSpot health check (for
existing users) or a no-obligation CRM strategy call. Learn more and claim via at
avidlyagency.com/crmpilot before 30 November 2025. One per company. T&Cs and exclusions apply.
5. Structured scaling: do it with governance, not guesswork With value proven and data in shape, the rollout extends to further teams and regions under agreed guardrails (naming conventions, workflows, dashboards). Regular reporting keeps leadership focused on outcomes — pipeline velocity, conversion, cost‑to‑serve — not just whether the software is functioning.
WHY THIS WORKS Avidly formalises the project with light‑touch governance: a board‑level one‑pager, milestone owners and agreed “stop/go” criteria. It’s a process that’s been developed by working with 2,500 HubSpot customers. That gives the CFO/CTO a defensible route to value and lets leadership pause or expand with confidence once the pilot proves its case. The method addresses the real
blockers to CRM value: internal alignment, data readiness and adoption. It gives strategic leaders defensible steps with visible ROI, and gives operational teams a practical plan that reduces workload rather than adding to it.
For further information
Visit:
avidlyagency.com/crmpilot or call: 01200 377187
Ready to de-risk your CRM? Claim now:
avidlyagency.com/crmpilot before 30 November 2025. T&Cs and exclusions apply
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