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WARLINE PAINTING

Hubspot Pro Implementation

Surrey, BC, Canada
Tech Stack: Hubspot Sales Pro, Hubspot Marketing Pro
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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
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CRM Setup

CRM was setup to match the sales process, different deals pipelines were setup, each with it’s own stages, notifications and workflows.

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Contact migration

Contacts, companies & deals were migrated from the old CRM, segmented and imported into Hubspot.  

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Integrations

Integration with several 3-rd party apps brought more visibility to the marketing efforts and resulted in time savings for sales staff. 

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Workflows & automations

Everything from segmentation, emails, notifications & reminders was handled by workflows in Hubspot or automations in Zapier and automate.io

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Marketing Hub

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

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Sales Hub

Setup 2 deals pipelines for different client types – each with different stages, notifications, workflows & reporting. 

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Reporting

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

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Training

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

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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

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

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