Disparate Systems: The client used multiple disconnected platforms, leading to inefficiencies, siloed data, and a lack of a central source of truth.
Two Distinct Brands: Representing both brands with differing processes required a system capable of managing multiple workflows and branding strategies within a single platform.
Inconsistent Processes: Departmental disconnects and lack of process consistency caused inefficiencies and data fragmentation.
Unify Systems: Consolidate disparate platforms into a unified HubSpot tech stack to centralize data and processes.
Streamline Processes: Automate and standardize workflows across sales, marketing, and service teams to enhance efficiency and collaboration.
Enhance Data Integration: Build seamless integrations with tools like Shopify and Fishbowl for real-time data sharing and insights.
Support Two Brands: Leverage HubSpot Business Units to differentiate branding and workflows for the two brands.
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Phase 1: Sales and Marketing Consolidation
- Migrated data from legacy platforms to HubSpot for a single source of truth.
- Built workflows to manage deal progression, automate task assignments, and track customer interactions.
Phase 2: Service Process Modernization
- Implemented service ticketing pipelines and linked them to the custom “Items” object for device tracking.
- Developed automations for service team tasks and escalations.
Phase 3: Brand Differentiation with Business Units
- Configured HubSpot Business Units to differentiate assets, workflows, and branding for the two brands.
- Integrated website activity and form submissions with brand-specific pipelines.
Phase 4: Training and Adoption
- Conducted extensive training sessions for sales, marketing, and service teams to ensure smooth adoption.
- Created process documentation for ongoing team reference.
Unified Tech Stack: Consolidated multiple platforms into HubSpot, creating a central source of truth.
Improved Efficiency: Automated workflows and streamlined handoffs reduced manual effort and improved collaboration.
Enhanced Data Visibility: Unified data and real-time insights supported better decision-making and performance tracking.
Custom Object for Inventory Management: Enabled accurate tracking of devices across sales and service operations.
Increased CRM Adoption: Comprehensive training and support drove team adoption and engagement with the new system.
Resources
Case Studies |
Resources
Transforming Business Processes with AI: A Strategic Guide to Business Process Automation
Unlock the power of Artificial Intelligence to revolutionize your business processes. This comprehensive guide provides a step-by-step approach to integrating AI into your workflows, enhancing decision-making, optimizing customer service, and driving operational efficiency. Ideal for businesses ready to embrace the future of automation.
DownloadAI Readiness Checklist: Preparing Your Business for AI Integration
Is your business ready for AI? Our AI Readiness Checklist is designed to help you evaluate your current infrastructure, identify key areas for improvement, and prepare your organization for successful AI integration. Download this essential tool to ensure your business is set up for AI-driven success.
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Maximizing HubSpot Efficiency: A Comprehensive Guide to Optimizing Your CRM Investment
Unlock the full potential of your HubSpot CRM with our expert guide. This eBook offers actionable strategies to build a strong foundation, automate processes, leverage advanced analytics, and continuously improve your HubSpot setup. Perfect for businesses looking to enhance their CRM efficiency and drive growth.
DownloadNavigating Change for CRM Implementation Success
Discover how to effectively manage organizational change and achieve successful CRM implementation with our comprehensive eBook. Packed with expert insights and practical strategies, this guide covers everything from assessing organizational readiness to sustaining long-term adoption.
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Embracing Uncertainty: Mastering Risk and Change Management
Successfully transition to HubSpot with our comprehensive guide. This ebook provides actionable strategies for overcoming change resistance, maximizing HubSpot’s advanced features, and leveraging regular updates. Enhance data management, improve team collaboration, and ensure a smooth, efficient transition to HubSpot.Download
Comprehensive Guide to HubSpot Sales Reports
Maximize the power of your sales data with our in-depth eBook, "Comprehensive Guide to HubSpot Sales Reports." This guide provides detailed insights into HubSpot’s sales reporting tools, including setup, customization, and best practices for data analysis.
DownloadThe Complete Guide to Bullhorn Integrations
Learn how to leverage integration to unlock the full potential of your staffing operations with Bullhorn. This comprehensive guide covers essential strategies and tools to seamlessly connect Bullhorn with your existing systems, enhancing productivity and performance.
Comprehensive Guide to HubSpot Workflows
Understand the purpose of workflows, the different types available, and how to build effective ones in HubSpot. This guide provides detailed instructions to help you streamline your marketing, sales, and service processes efficiently.
Building an Indirect Sales Distribution Strategy
Learn how to develop an indirect distribution strategy that benefits all stakeholders and maximizes your growth potential. This guide offers insights and actionable steps to create a robust and effective distribution plan.
The Ultimate Guide to Channel Marketing for B2B Companies
Selling and marketing through a network of distributors and retail partners can be challenging. This guide helps B2B companies adopt digital marketing strategies with their partners to provide a cohesive consumer experience and drive indirect sales success.
How to Close the Loop Between Marketing & Sales
Identify the journey customers take from stranger to brand advocate. This guide offers strategies to create smarter marketing communications and effectively communicate the value of marketing to company leadership, ensuring alignment and success.
Running a Successful Customer Re-Engagement and Loyalty Program
Your current customers are incredibly valuable to your business's success. This step-by-step guide provides actionable strategies and best practices for a re-engagement program that will strengthen customer loyalty and enhance their connection with your brand.
