Frequently asked questions
Short answers about working with CRMotive on HubSpot.
Are you an official HubSpot partner?
Yes. CRMotive is a HubSpot Gold Solutions Partner based in Alexandria, Egypt.
Who founded CRMotive?
Kareem Talaat founded CRMotive after implementing more than 60 HubSpot accounts. Before that, he spent more than nine years in customer operations and analytics.
Where is CRMotive based?
CRMotive is based in Alexandria, Egypt. We work with teams in Saudi Arabia, the United States and beyond.
Do you work in Arabic and English?
Yes. We deliver and document every project in Arabic and English.
Do you work with companies outside Egypt?
Yes. We have worked on HubSpot portals for companies in Saudi Arabia and the United States.
What does CRMotive do in HubSpot?
We implement, migrate, automate, connect and audit HubSpot portals, and we train your team to use them. We start from how your team sells, then set HubSpot up around it.
Do we need a HubSpot partner at all?
Often, yes. A partner helps most when you are moving from another CRM, setting up more than one HubSpot hub, running a sales process that feeds your reporting, or when an earlier attempt stalled. If your needs are simple, you may not need one.
How do we get started?
Book a diagnostic call and tell us what is not working in your portal. We will tell you where to start.
What do you do first on a new project?
We review your account and how your team sells before we change anything. Then we design the data model, workflows and integrations around your revenue process.
What is revenue operations?
Revenue operations, or RevOps, is the work of aligning data, process and reporting across marketing, sales and service, so every team sees the same customer and the same numbers.
What happens in a HubSpot audit?
We review your portal and how your team sells before changing anything. We find duplicate properties, overlapping workflows, broken automation and reports nobody trusts. Then we clean up the data and give you a plan in order of impact.
Can you fix a HubSpot portal that is already set up but not working?
Yes. We audit what is there first, then tell you what is worth repairing and what is better rebuilt, before we change anything.
Why do our HubSpot reports not match our spreadsheet?
Usually because the two use different definitions, date fields or filters. We compare them one by one, fix the data behind the gap, and agree one official source.
How do you stop workflows from clashing with each other?
Each workflow gets one job, a clear name and an owner. Before adding one, we check what else changes the same property, and we test it on a small group before turning it on for everyone. By default a record enters a workflow only once, so we decide re-enrollment on purpose.
How do you deal with duplicate records?
HubSpot matches contacts by email address and companies by domain name when you import. We use those keys on import, then review likely duplicates that differ in other ways and merge them with your approval.
Can you move us to HubSpot from spreadsheets or another CRM?
Yes. We move your data from spreadsheets or another CRM, map the fields, check the data and train the people who will use HubSpot.
What does a HubSpot data migration involve?
We review the source data, map its fields to HubSpot, remove duplicates, import the records with matching keys so their links between contacts, companies and deals are kept, and check the result against the old system. Workflows do not move across on their own, so they are rebuilt.
Should we switch off the old CRM straight away?
No. Keep the old system available until the data has been checked and your team has signed off on the move.
Which tools can you connect to HubSpot?
We connect HubSpot to tools such as Odoo, lemlist, Coefficient and MigrateMyCRM, to e-commerce platforms and to other CRMs, with native or custom API integrations.
Do you train our team?
Yes. We train your sales and service teams on your own account and hand over documentation in Arabic and English.