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Case Study: Centralized Sales and Marketing Integration
Optimizing Sales and Marketing with Centralized HubSpot Integration
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Industry
Information TechnologyOptions
Services
Business Process Automation,
Sales Automation,
Marketing Automation,
System Integrations,
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Software
HubSpot Sales Hub, HubSpot Marketing Hub,
Recurly Integration
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OVERVIEW
Streamlining Sales and Marketing Operations with Integrated Solutions
An innovative tech company partnered with ManoByte to streamline their sales and marketing processes by integrating their fragmented systems. The goal was to unify their tech stack, optimize the B2B customer journey, and improve data consistency across platforms.
Technology Stack and Integrations- Salesforce
Recurly & other dev-based applications
Marketo
Braze
Unbounce
6sense
Website CMS (Hygraph, Unbounce, WordPress)
Zendesk
OneSignal
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Challenges
Before engaging with ManoByte, the company faced several challenges in their sales and marketing processes:
A complicated B2B customer journey caused lead drop-offs and inefficient lead management.
Data integration from sources like Recurly and Salesforce was inconsistent.
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Objectives
Streamline the B2B customer journey to improve lead conversion rates.
Ensure seamless data integration for consistent and reliable reporting.
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THE SOLUTION
Comprehensive HubSpot Strategy Transforms Sales and Marketing Operations
ManoByte proposed and implemented a comprehensive strategy to address these challenges:
HubSpot Implementation: Deployed Sales Hub Enterprise and Marketing Hub Enterprise to handle up to 10,000 marketing contacts. Migrated key functionalities from Marketo, including landing pages, forms, and email templates.
Email and Communication Transition: Set up HubSpot’s email and transactional email add-on to replace Braze’s email functionalities and migrate landing pages and forms from Unbounce to HubSpot.
Data Integration: Established bi-directional sync between Salesforce and HubSpot for B2B contacts and integrated Recurly with HubSpot to support market segmentation and automation.
Comprehensive Reporting: Utilized HubSpot’s reporting tools to create detailed reports on leads, conversion rates, email performance, and more.
PROVEN PROCESS
The ManoByte Methodology®
The success of this project can be attributed to the ManoByte Methodology, a structured approach consisting of six key phases:
Strategy
Developed a strategic plan for system unification and process optimization.
Configuration
Configured HubSpot Sales Hub and Marketing Hub to integrate with the client’s existing platforms (Salesforce, Recurly, etc.).
Change Management
Preparing and supporting stakeholders for a smooth transition to the new system.
Development
Integrated platforms such as OneSignal and 6sense with HubSpot for enhanced capabilities.
Implementation
Executed the migration plan in phases, replacing Marketo and Braze, and integrating Recurly with HubSpot.
Rollout
Provided training and support to the client’s sales and marketing teams, enabling them to maximize HubSpot’s capabilities.
IMPLEMENTATION PROCESS
Streamlined HubSpot Implementation for Phased Transition
Steps involved in the implementation process:
Phase 1: Replacing Marketo
Implemented Sales Hub Enterprise and Marketing Hub Enterprise.
Set up HubSpot’s email functionalities.
Migrated essential functionalities from Marketo.
Migrated landing pages and forms from Unbounce.
Established data integration between Salesforce and HubSpot.
Phase 2: Replacing Braze
Transitioned B2C marketing communications to HubSpot.
Implemented workflows for personalized emails.
Created comprehensive reports using HubSpot’s tools.
Ensured seamless data migration from Braze to HubSpot.
Integrated additional platforms like OneSignal and 6sense.
THE RESULTS
Transformative HubSpot Integration for Optimized Sales and Marketing
ManoByte’s strategic implementation of HubSpot enabled this tech company to centralize its sales and marketing efforts, streamline processes, and gain deeper insights into its data. This transformation has driven greater efficiency and effectiveness in their marketing and sales operations, positioning them for continued growth and success.
Success Highlights
Unified Marketing Platform: Consolidated marketing efforts on HubSpot, leading to a more cohesive and streamlined approach to both B2B and B2C strategies.
Improved Efficiency: Simplified B2B customer journey, reducing drop-offs and improving lead conversion rates.
Enhanced Data Insights: Gained valuable insights into audience and campaign performance, enabling more informed decision-making.
Ready to transform your business?
Schedule a consultation with ManoByte today, and let us help you navigate the path to success!
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Boosting Sales Efficiency: Hepacart’s Success with Sales Enablement and Marketing Automation
Optimizing Sales Processes: Grand Rapids Chair’s Success with Sales Enablement and Marketing Automation
Enhancing Sales Processes: PCMI's Success with Sales Enablement and Marketing Automation
Optimizing Operations: Crown Battery’s Success with Marketing Automation and HubSpot Integrations
Streamlining Customer Support: HubSpot Service Hub Integration Success
Modernizing Sales and Marketing Operations: Industrial Gas Distribution
Centralized Sales and Marketing Integration
Resources
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