--- title: Hubspot Pro Implementation - Warline Painting - Web Imagine description: The focus of this project was to get as many of the pre-purchase customer interactions (marketing & sales) under the same umbrella in Hubspot. --- [![](https://web-imagine.com/hs-fs/hubfs/Logos/web-imagine-logo-320x96.png?width=320&height=96&name=web-imagine-logo-320x96.png)](https://web-imagine.com?hsLang=en) ![menu](https://f.hubspotusercontent40.net/hubfs/7479797/menu.png) ![close_24px](https://7479797.fs1.hubspotusercontent-na1.net/hubfs/7479797/close_24px.svg) - [Hubspot Consulting](https://web-imagine.com/hubspot-consulting) Show submenu for Hubspot Consulting - [Hubspot Onboarding](https://web-imagine.com/hubspot-onboarding) - [Hubspot Implementation](https://web-imagine.com/hubspot-implementation) - [Hubspot CRM Management](https://web-imagine.com/hubspot-crm-management) - [Hubspot Audit](https://web-imagine.com/hubspot-audit) - [Projects & Case Studies](https://web-imagine.com/projects-case-studies) - [About](https://web-imagine.com/hubspot-consultant) Show submenu for About - [Testimonials](https://web-imagine.com/testimonials-reviews) - [Contact](https://web-imagine.com/contact) - [Hubspot Consulting](https://web-imagine.com/hubspot-consulting) Show submenu for Hubspot Consulting - [Hubspot Onboarding](https://web-imagine.com/hubspot-onboarding) - [Hubspot Implementation](https://web-imagine.com/hubspot-implementation) - [Hubspot CRM Management](https://web-imagine.com/hubspot-crm-management) - [Hubspot Audit](https://web-imagine.com/hubspot-audit) - [Projects & Case Studies](https://web-imagine.com/projects-case-studies) - [About](https://web-imagine.com/hubspot-consultant) Show submenu for About - [Testimonials](https://web-imagine.com/testimonials-reviews) - [Contact](https://web-imagine.com/contact) [Contact Us](https://web-imagine.com/contact?hsLang=en) WARLINE PAINTING # Hubspot Pro Implementation Surrey, BC, Canada Tech Stack: Hubspot Sales Pro, Hubspot Marketing Pro ![WarlinePainting-home-1000x600](https://web-imagine.com/hubfs/Client%20Assets/WarlinePainting-home-1000x600.jpg) ABOUT Warline Painting is a successful painting business in Surrey, BC with many repeat customers, using many different business apps / cloud services to run the business. CHALLENGE Using many apps has proven very challenging as there was no visibility on lead generation campaigns and lead follow-up. The focus of this project was to get as many of the pre-purchase customer interactions (marketing & sales) under the same umbrella in Hubspot. 15 Years in Business 9 Apps OBJECTIVES - Transition from Daylite CRM to Hubspot CRM - Integrate multiple 3rd party apps to improve data transfer between systems and visibility of campaigns - Improve user experience ![hubs-apps](https://web-imagine.com/hubfs/Client%20Assets/hubs-apps.png) ![icon-crmsetup](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-crmsetup.png?width=250&height=250&name=icon-crmsetup.png) ###### CRM Setup CRM was setup to match the sales process, different deals pipelines were setup, each with it’s own stages, notifications and workflows. ![icon-contact-migration](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-contact-migration.png?width=250&height=250&name=icon-contact-migration.png) ###### Contact migration Contacts, companies & deals were migrated from the old CRM, segmented and imported into Hubspot.   ![icon-integrations](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-integrations.png?width=250&height=250&name=icon-integrations.png) ###### Integrations Integration with several 3-rd party apps brought more visibility to the marketing efforts and resulted in time savings for sales staff.  ![icon-workflows](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-workflows.png?width=250&height=250&name=icon-workflows.png) ###### Workflows & automations Everything from segmentation, emails, notifications & reminders was handled by workflows in Hubspot or automations in Zapier and automate.io ![icon-email](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-email.png?width=250&height=250&name=icon-email.png) ###### Marketing Hub Initial setup included lead capture forms, landing page development, content audit & planning of new content development. Email marketing: campaign, triggered & nurturing emails. ![icon-landing-page](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-landing-page.png?width=250&height=250&name=icon-landing-page.png) ###### Sales Hub Setup 2 deals pipelines for different client types – each with different stages, notifications, workflows & reporting.  ![icon-reporting](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-reporting.png?width=250&height=250&name=icon-reporting.png) ###### Reporting Dashboards were setup for different type of users: sales, sales management or marketing. Weekly recurring emails for sales dashboards kept everyone informed.   ![icon-training](https://web-imagine.com/hs-fs/hubfs/Stock%20images/icon-training.png?width=250&height=250&name=icon-training.png) ###### Training Remote training for sales, marketing and customer service team members was supplemented by written documentation and videos.   ![WarlinePainting-landing-exterior](https://web-imagine.com/hubfs/Client%20Assets/WarlinePainting-landing-exterior.jpg) ![WarlinePainting-Email-BuildingPro-Thanks](https://web-imagine.com/hubfs/Client%20Assets/WarlinePainting-Email-BuildingPro-Thanks.jpg) ![WarlinePainting-Surrey-landing-A-form](https://web-imagine.com/hubfs/Client%20Assets/WarlinePainting-Surrey-landing-A-form.jpg) RESULTS ##### Sales - Increased visibility of sales activity (calls, emails, meetings, follow-ups) - Increased visibility of customer actions - email opens, quotes viewed, approved, etc. and sales follow up - resulting in increased closing rates ##### Marketing - Improved data accuracy across entire marketing and sales funnel - Faster deployment of marketing campaigns - Increased visibility of results from paid campaigns  80 % Increased Visibility For Marketing Efforts 65 % Increased Quality Of Leads Assigned To Sales 70 % Increase User Engagement [SEE HOW WE CAN HELP](https://web-imagine.com/hubspot-implementation?hsLang=en) #### Happy Customers Hired Corina to assist with Hubspot migration. She is professional, educated and is a problem solver. Required no supervision and was very efficient with time and prioritized tasks well. Good communication and easy to work with. Highly recommend. ##### Heidi Nyline VP | Warline Painting LET'S CONNECT #### Do you need help implementing Hubspot? Not sure if we are a fit? Schedule your free 30 minute intro call. [![](https://web-imagine.com/hs-fs/hubfs/Logos/web-imagine-logo-320x96.png?width=320&height=96&name=web-imagine-logo-320x96.png)](https://web-imagine.com?hsLang=en) We get HubSpot working for your business. Setup & integration, campaign management and training services. 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