R-002-007 Process validation card 2023_002
Version control
Reason for review | Date | Version id |
---|---|---|
First version | 20230308 | 1 |
Written by | Reviewed by | Approved by |
---|---|---|
E-Signature (Appfire integration): María Diez 6E206A2F15299C7C6E416D11903F365C Signer name: María Diez Signing time: Sun, 05 Mar 2023 08:34:18 GMT Reason: Creation of document | E-Signature (Appfire integration): Alfonso Medela DA66021199574C5989D8B451B63DC242 Signer name: Alfonso Medela Signing time: Tue, 07 Mar 2023 08:46:40 GMT Reason: Reviewed | E-Signature (Appfire integration): Andy Aguilar 694DA2B1C7AC8395560124C183EB13EE Signer name: Andy Aguilar Signing time: Wed, 08 Mar 2023 08:45:48 GMT Reason: Approving document |
Quality manager (QM) | Technical manager (PRRC) | General manager (GM) |
Process
Sales
Requirements
A comprehensive, customizable, and user-friendly customer relationship management (CRM) solution that integrates well with other tools and platforms.
Selection description
We have chosen to use Hubspot as our CRM, as it allows us:
-
All-in-one solution: HubSpot is an all-in-one CRM, which means that it includes a wide range of tools and features beyond just contact management. HubSpot offers marketing automation, sales automation, customer service tools, and more. This is beneficial for startups like ours that are looking to streamline our workflow and reduce the number of tools we need to use.
-
Integration with other tools: HubSpot integrates with a wide range of other tools and platforms, including Gmail, Outlook, Salesforce, and more. This make it easier to manage contacts and data across different platforms and tools we have in place.
-
Customization options: HubSpot is highly customizable, which means that it can be tailored to our specific needs and workflows. This can be especially important for startups like us that are still figuring out their processes and need a CRM that can adapt to changes and growth.
-
User-friendly interface: HubSpot is known for its user-friendly interface, which can make it easier for our team to learn and use. This can be especially important for startups like us that may not have a dedicated IT team or extensive training resources.
Validation
We have been using this tool since we founded the company and have confirmed that it meets our requirements in a satisfactory manner.
Process approval
Approved by |
---|
E-Signature (Appfire integration): Andy Aguilar D0A3187FC8A91F10828F369B013F63AF Signer name: Andy Aguilar Signing time: Wed, 08 Mar 2023 09:15:48 GMT Reason: Process approval |
JD-001 General Manager (GM) |