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

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

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

Workflows & automations

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

Sales Hub

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

Training



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.