Case Study: HR & Staffing Company

Current State

This client is a career coaching agency that works specifically with clients who are at the director and C-suite level and looking for new opportunities. They were using the Salesforce CRM to manage all their marketing and sales operations. The current system was clunky and difficult to manage, and the client needed a system that:

• Simplified their processes
• Allowed for greater transparency and efficiency
• Integrated with external ad campaigns

The client chose HubSpot and a partnership with ManoByte to accomplish their goals. With the HubSpot suite, they gained access to advanced automation and reporting tools to simplify and visualize their process. The experts at ManoByte could help them strategize and navigate the migration process.

Desired State

ManoByte worked with the client to visualize and optimize their current processes, including data mapping between Salesforce and HubSpot to ensure proper data migration. ManoByte leveraged the pre-built integration for Salesforce available on the App Marketplace in order to migrate data to HubSpot.

ManoByte mapped and built out automations for sales and marketing to route leads and create deals across their lead source channels, including website forms and paid ad campaigns. A deal pipeline was created and optimized for the client’s sales process.

ManoByte also leveraged a custom Round Robin application to expand on the rotate contact owner function of HubSpot to route leads in their American territory based on weighted percentages.

The project took 6 months to complete and included: