# Anne Sloan

Anne Sloan works on CRM operations and process improvement, including HubSpot migrations, workflow design, automation, and AI integrations. Their posts also discuss practical UX research.

- Profile: https://b2binfluencer.marketing/creators/anne-sloan/
- LinkedIn: https://www.linkedin.com/in/annelucyle
- LinkedIn followers: 1,092
- Topics: artificial-intelligence, ux, workflow-automation
- Based on 13 dated posts, latest 2026-10-08

## Summary

Useful for practical HubSpot CRM migration, lead and deal process design, workflow automation, and AI integration advice.

- Best for: B2B SaaS teams needing HubSpot process planning, migration sequencing, and post-migration workflow refinement.
- Not for: Reach-driven brand awareness or video-first sponsored campaigns for a general business audience.
- Check first: Confirm deliverables, timeline, disclosure, and examples of long-form work or client outcomes.

### Takeaways

- Filtering data too early in a HubSpot migration created downstream risks from unknown dependencies.
- A single update replaced manual changes across multiple fields and records, improving consistency.
- Spreadsheets, inboxes, and people's heads can show a CRM is only a record system.

## Main ideas

- **A CRM migration is a process and adoption project, not just a technical one**: Anne Sloan argues that a CRM migration is never only technical. It is also a process, communication, and adoption project. They defined phase 1 of a HubSpot migration as reaching functional parity with the previous CRM, meaning the team could do everything it could do before. They then described the hidden work after migration: refining workflows, improving processes, identifying gaps, supporting adoption, and finding opportunities to create additional value.
- **A CRM only improves the processes that actually happen inside it**: Anne Sloan observed that a CRM can only improve processes that actually live inside it. In their experience, the old CRM had become a record-keeping system while workarounds pushed client communication, preferences, and context into spreadsheets, inboxes, and people's heads. The migration forced a larger question: what information should live in the CRM, and how should teams use it consistently? They say the result was more standardized workflows, clearer reporting, less manual tracking, and fewer workarounds.
- **Process comes before software configuration**: Anne Sloan describes setting up a lead and deal process in HubSpot from scratch and emphasizes thinking through the process before configuring software. Their working questions include what information is actually needed, what should trigger the next step, what can happen automatically, where something might fall through the cracks, and what people are being asked to do manually that they do not need to do. Process improvement, in this view, is a habit of noticing opportunities in CRM workflows, email marketing, long-maintained spreadsheets, and inherited steps followed because that is how it has always been done.
- **Small process improvements can compound, even when they are not urgent**: Anne Sloan argues that some of the most valuable CRM improvements are the small, invisible ones: process changes that save a few minutes, eliminate a few clicks, or reduce the chance of human error. They say these improvements are often hard to prioritize because teams are busy with day-to-day requests, and improving a process can feel like a luxury when immediate demands compete for attention.
- **AI is most valuable when connected to existing tools and data**: Anne Sloan describes MCP, the Model Context Protocol, as being like an API for AI, connecting AI tools to other platforms so they can work together. They integrated an AI tool with their CRM and report practical effects rather than abstract potential.
- **Research should reduce risk and produce learning, not validate a design**: Anne Sloan discussed Erika Hall's book Just Enough Research with a UX book club and summarized its core idea as “Research Reduces Risk.” They quote Hall's advice to identify the highest-priority questions, meaning the assumptions that carry the biggest risk. Their main takeaway is to avoid framing the goal of UX research as validating a design, because that sets up any other result as failure. The goal is to learn, and learning that a design is not working can save significant time and money.

## Work to read

- [CRM migrations are process projects, not technical ones](https://www.linkedin.com/posts/annelucyle_crm-migrations-are-never-just-technical-projects-activity-7460821850856726528-ua0Q)
- [Rebuilding a lead and deal process in HubSpot from scratch](https://www.linkedin.com/posts/annelucyle_processimprovement-crm-hubspot-activity-7506319743331758080-eHBT)
- [A CRM can only improve processes that happen inside it](https://www.linkedin.com/posts/annelucyle_another-thing-i-learned-during-our-crm-migration-activity-7463348526442299392-JpvR)
- [Why small workflow automation is worth prioritizing](https://www.linkedin.com/posts/annelucyle_one-thing-ive-noticed-while-working-on-our-activity-7470257568205090817-F5s_)
- [Connecting an AI tool to a CRM through MCP](https://www.linkedin.com/posts/annelucyle_mcp-ai-integrations-activity-7514075465947566081--lRe)
- [What a UX research book changed about setting research goals](https://www.linkedin.com/posts/annelucyle_just-enough-research-mule-books-activity-7270109503650447360-O6IL)

## Brand relationships

- **HubSpot** (mention)
- **Maven** (mention)

## Partnerships

Anne Sloan's posts do not announce a partnership or sponsorship offer. There is no media kit, rate card, sponsored-post example, affiliate arrangement, newsletter sponsorship, or official inquiry route. The posts are first-person accounts of CRM migration, HubSpot lead-and-deal process setup, workflow automation, AI integration, and UX research; none disclose a paid brand relationship. For a B2B SaaS buyer planning HubSpot process work, there is no packaged deliverable to budget against. Any collaboration would start with direct contact through their LinkedIn profile, where the scope for HubSpot process work, deliverables, timeline, and disclosure terms would be agreed case by case. Ask whether they accept sponsorships.

## Alternatives

- Justin Emond: Choose Justin Emond instead of Anne Sloan when the migration itself is the decision point and the platform is a commerce storefront rather than a CRM. His work is about what a replatform forces you to settle: which products or SKUs actually earn their place, which merchandising logic customers depend on, and which assumed integrations stopped mattering years ago. For a company whose HubSpot question is really a wider “what do we keep, what do we retire, what do we rethink while the window is open” question, he is the comparator who argues that migration is a strategic reset rather than a build task—the closest match to how they frame a CRM migration as a process and adoption project rather than a technical one.
- Grace Lee Ostiguy: Choose Grace Lee Ostiguy when the operational problem behind the CRM question is financial record quality rather than sales pipeline design. Her posts are written for small service businesses dealing with surprise compliance notices, tax balances, and unreconciled books, and make the case that manual DIY tracking creates gaps that surface later as a disruption. If a company's post-migration pain is that revenue, invoice, or expense data does not reconcile—and the priority is audit-ready records, cleaner reporting, and a footing for tax planning—her subject matter is closer to the actual work than broader process advice.
- Eric Ciampoli (MBA): Choose Eric Ciampoli when the operation is a manufacturing plant and the risk is that documented procedures have fallen behind how work is actually done. His posts describe equipment, processes, and teams changing while documentation lags, and present plant data, documentation, and knowledge being brought together so teams get better visibility and more consistent decisions. A manufacturer asking how to keep operational knowledge current after a system change is a better match for that problem than for a HubSpot lead and deal process optimization engagement. His framing of the gap between intended and actual process is the same failure mode they describe when a CRM holds record-keeping while the real context lives elsewhere.

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AI-assisted summary of public posts. Audience demographics are not available. Engagement appears only where we checked recent posts. Method: https://b2binfluencer.marketing/methodology/