Rebranding and Pivoting from Full-Service Agency to Migration & Integration Specialists

In today’s episode, Ranya Barakat, CEO of CRM Toolbox, joins the show to talk about the major transitions, pivots, and inflection points her team has navigated over the last few years—as CRM Toolbox, a firm offering migration, integration, and complex onboarding services, used to be IDS, a LATAM full-service agency. Ranya starts with the why: what sparked the change in name and branding, the pivot in services, and re-classification to a North American partner. We then dig into her team’s service offering—and what this pivot meant for her old services, her existing team, and her existing client base. Ranya also shares the impact on sales, including how prospecting, her channels for sourcing, and her pricing methodology have all changed. We then wrap on strategy, and what the new client experience looks like working with CRM Toolbox. Ranya shares the team’s approach about defining the problem, understanding tech stacks and data structures, designing and planning solutions, and architecting it inside of (and around) HubSpot.