Hubspot Starter Implementation

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.

the project

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.

1 +
Years in Business
1 +
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
crm setup
CRM Setup

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

contacts
Contact migration

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

integrations setup
Integrations

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

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

 

email
Marketing Hub

Initial setup included lead capture forms, landing page development, 

content audit & planning of new content development. Email marketing: campaign, triggered & nurturing emails.

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

 

reporting
Reporting

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

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

 

RESULTS

Thumbs up from users

Increased visibility for Marketing Efforts
Increased quality of Leads assigned to Sales
Increase user engagement
“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
Vice President, Warline Painting

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