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.
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.
- 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
CRM was setup to match the sales process, different deals pipelines were setup, each with it’s own stages, notifications and workflows.
Contacts, companies & deals were migrated from the old CRM, segmented and imported into Hubspot.
Integration with several 3-rd party apps brought more visibility to the marketing efforts and resulted in time savings for sales staff.
Workflows & automations
Initial setup included lead capture forms, landing page development,
content audit & planning of new content development. Email marketing: campaign, triggered & nurturing emails.
Dashboards were setup for different type of users: sales, sales management or marketing. Weekly recurring emails for sales dashboards kept everyone informed.
Thumbs up from users
Do you need help with your Hubspot implementation?
Not sure if we are a fit? Schedule your free 30 minute inbound marketing intro call.