Hubspot Enterprise Implementation

CRM was setup to match the sales process, B2B2C, manufacturer to distributor and 3-rd party stores. Different deals pipelines were setup, each with it’s own stages, notifications and workflows.

Contacts & companies were migrated from the old systems, segmented and imported into Hubspot. Special attention was paid to import the list of unsubscribes from the different old systems in order to assure CASL, CAN-SPAM & ACMA compliance.  

Due to the complex sales scenario and pre-existing web features, custom development was needed for lead assignment, geocoding and connecting to ERP. 

Everything from qualification to segmentation, emails, notifications & reminders, webhooks to API was handled by workflows. 

Initial setup included lead capture forms, landing page development, content audit & planning of new content development. Email marketing: campaign, triggered & nurturing emails.

Setup 3 deals pipelines for different client types – each with different stages, notifications, workflows & reporting.
Leads scoring and assignment – setup leads scoring based on the information provided by the contact in the form, web and email behaviour – once lead reached the desired score it was auto assigned to store in the area based on a complex assignment algorithm.

Dashboards were setup for different type of users: sales, sales management or marketing. Weekly recurring emails for sales dashboards kept everyone informed.

Remote and in-person training for sales, marketing and customer service team members was supplemented by written documentation and videos.