HubSpot Implementation & Management For Busy Businesses

Overview:

A dynamic collaborative art platform where creatives connect to craft live art masterpieces online, needed a robust CRM solution to replace their existing NetHunt system. As their platform expanded internationally, they turned to Zentavra, a trusted HubSpot Solutions Partner, for expert guidance on transitioning to HubSpot, optimizing lead routing, revamping their sales process, and launching new targeted retargeting campaigns.

Goals:

• Seamlessly transition from NetHunt to HubSpot.
• Implement effective lead routing to enhance customer engagement.
• Align and integrate sales and marketing departments for cohesive strategies.
• Revamp their entire sales process to increase conversion rates.
• Launch smart retargeting campaigns to capture and nurture leads.
• Provide comprehensive onboarding and training on HubSpot’s Marketing, Sales, and Service Hubs.

Manual Processes Holding The Team Back:
This SaaS was at risk of missing out on substantial sales and revenue due to a clunky, manual sales and marketing qualification process that stifled collaboration. The core problem was in tracking leads during the sales qualification stage. With a heavy reliance on webinars and online forms, leads were manually passed on to the sales team, making the process slow and error-prone.

Strategy and Implementation:

As HubSpot experts, we knew the SaaS needed a custom approach. We took the time to listen and understand their existing marketing and sales processes, identifying areas where automation could drive significant improvements. We then configured the Marketing, Sales, and Service Hubs from the ground up, designing, deal pipelines, and automated sequences that aligned with their specific needs.

We implemented advanced workflows to automate repetitive tasks, streamline lead nurturing, and enhance the sales process, allowing them to focus on growth. Our team provided targeted training to ensure every team member was proficient in using HubSpot, while offering ongoing support for continuous optimization.  During the migration, we meticulously mapped data fields to ensure accuracy and reliability. We also seamlessly integrated their existing tools with HubSpot, enabling real-time data flow and maximizing operational efficiency.

Results and Impact:

Sales Process: 40% boost in booked meetings

Lead Generation: 35% increase in qualified leads

Efficiency: 25% improvement in sales productivity

Engagement: 20% increase in email open rates, 15% increase in click-through rates

⭐⭐⭐⭐⭐ "THANK YOU - Daniel has been terrific getting myself and our team up-and-running on HubSpot. The training sessions are great but even better is that we're able to email him questions and get answers within 12 hours or less. No other vendor does that for us!" - Enterprise Sales & Partnerships

Overview:
A renowned furniture company, sought to streamline their CRM processes and elevate their lead generation strategies. They turned to Zentavra for a comprehensive HubSpot solution that included consulting on CRM data management best practices, assisting with the integration of Trakwell, and onboarding onto HubSpot’s Marketing, Sales, and Service Hubs.
Goals:
• Enhance marketing processes to improve efficiency.
• Optimize the handoff between marketing and sales teams.
• Strengthen tracking mechanisms for campaign performance.
• Increase lead quality and conversion rates.
• Improve data management and reporting accuracy.

Strategy and Implementation:

Zentavra took charge of the HubSpot implementation, tailoring the setup to meet their specific needs. Our focus was on delivering targeted training and ongoing support to ensure smooth adoption and maximize operational efficiency. For the Trakwell Integration, we consulted on a large integration project that enabled the transfer of shipping information and in-person store visits into HubSpot. This integration allowed for precise ad retargeting and laid the groundwork for effective lead generation and nurturing email campaigns. In terms of Custom Property Creation, we organized and created custom properties to enhance data management, ensuring that they could track vital metrics effectively. We also developed Automated Campaigns, creating comprehensive automated lead generation and nurture campaigns using smart lists and workflows to optimize lead management. Finally, we implemented a new Lead Routing Strategy to improve CRM efficiency, ensuring leads were managed effectively throughout the sales funnel.

Execution:

We integrated Trakwell with HubSpot, ensuring smooth data migration. Our team provided personalized training to get their team comfortable with HubSpot quickly. We built comprehensive automated lead generation and nurture campaigns, created smart lists and workflows, and implemented a new lead routing strategy. This approach enhanced their lead management and overall CRM efficiency.

Results and Impact:

Qualified Leads: 40% increase
Sales Conversion Rate: 30% boost
Customer Service Response Time: 50% reduction
Sales Cycle Time: 25% improvement
Email Engagement: 20% increase in open rates and 18% increase in click-through rates

⭐⭐⭐⭐⭐ "Highly recommended! -I had a great experience working with Daniel. Daniel is both knowledgeable and personable, and provided a thorough walkthrough of HubSpot's many features and capabilities. It's a complicated program, and he guided me through it in a way that felt natural and intuitive. If you think HubSpot would be an asset to your business but aren't sure where to start, I encourage you to reach out!" - Marketing Director

Overview:
A well-established leader in the construction and concrete industry, recognized the need to modernize their operations and improve sales and marketing effectiveness. Despite their long history in traditional processes, they were new to CRM systems. They turned to Zentavra, trusting us to implement and optimize HubSpot’s Marketing, Sales, and Service Hub Professional to create a unified source of truth for their business.

Goals:

• Modernize traditional processes.
• Boost sales and marketing effectiveness.
• Establish a foundation for scalable growth.
• Enhance real-time reporting capabilities.
• Integrate ERP for accurate forecasting.
• Increase the number of Marketing Qualified Leads (MQLs).
• Improve customer service response times.

Strategy and Implementation:

We began with a Customized HubSpot Implementation, tailoring the CRM setup to align with their specific business needs. Our focus was on integrating their traditional processes into a modern, efficient system that could serve as a single source of truth. Following this, we conducted Comprehensive Training for the entire company, from the president down to the sales team of 51-200 employees. This training covered sales operations and CRM best practices, ensuring that every team member could effectively utilize HubSpot, thereby establishing a strong foundation for sustained growth.

To further support their operations, we implemented Enhanced Reporting & Forecasting by integrating their QuickBooks ERP system with HubSpot. This integration provided real-time revenue forecasting and up-to-date financial reporting, enabling leadership to analyze sales and marketing data with unprecedented accuracy and insight. Finally, we focused on Marketing Strategy Optimization by revamping their event marketing strategies and setting up targeted email marketing campaigns. These efforts significantly increased their Marketing Qualified Lead (MQL) generation, driving more effective and targeted outreach.

Results and Impact:

35% Increase in Qualified Leads
25% Boost in Sales Productivity
40% Reduction in Customer Service Response Time
20% Improvement in Email Open Rates & 15% Increase in Click-Through Rates

⭐⭐⭐⭐⭐ "HubSpot Integration - Daniel was very helpful in helping us begin using HubSpot. We are a small company which never had experience with a CRM. Daniel was patient as we were very inexperienced with the technology. The recorded meetings have been very helpful to refer to after training. Daniel has also helped direct us to other resources when we had questions outside of the training." - President

Overview:
A premier provider of sales training and leadership development, was underutilizing HubSpot’s Marketing Professional Hub. They needed expert guidance to unlock the full potential of their investment and streamline their marketing and sales processes. That’s where Zentavra stepped in. With our deep expertise in HubSpot, we provided the support and training they needed to maximize the platform's capabilities and drive growth.

Goals:

• Modernize traditional processes.
• Boost sales and marketing effectiveness.
• Establish a foundation for scalable growth.
• Enhance real-time reporting capabilities.
• Integrate ERP for accurate forecasting.
• Increase the number of Marketing Qualified Leads (MQLs).
• Improve customer service response times.

Strategy and Implementation:
We started with a Customized HubSpot Optimization, thoroughly assessing their existing HubSpot setup and identifying areas for enhancement. By tailoring the HubSpot configuration to their specific business objectives, we ensured they could fully leverage the features available in the Marketing Professional Hub. Following this, we provided Comprehensive Training and Support to their team, combining hands-on coaching with self-learning techniques. This approach allowed the team to grasp HubSpot best practices and apply them independently, leading to long-term value and efficiency.

To further streamline their marketing efforts, we implemented Enhanced Marketing Automation within HubSpot. This included the setup of advanced programmable automation, such as automated email campaigns designed to target leads more effectively and guide them through the sales funnel, ultimately boosting engagement and conversion rates. Additionally, we collaborated with our client to create and execute an Account-Based Marketing (ABM) Strategy. This strategy focused on identifying and targeting high-value accounts with personalized content and campaigns, significantly increasing their chances of closing key deals.

Results and Impact:
Lead conversion increased by 35%
Manual processes were reduced by 25%
Team efficiency was significantly enhanced
Engagement rates saw a noticeable rise

⭐⭐⭐⭐⭐ "Daniel has been phenomenal to work with. He showed us best practices for setting up our account to take full advantage of all we paid to have unlocked and available to us. The training was part coaching, part self-learning, and incredibly effective. We couldn’t be happier with the results and the world-class support we received." - Director of Operations

Overview:

A leading full-service commercial real estate company specializing in brokerage, construction, and property management, was grappling with inefficiencies in their existing Salesforce CRM. The complexity of their multi-object Salesforce setup hindered their operations, leading them to seek a seamless migration to HubSpot. They needed a solution that would streamline their processes, accurately track and associate properties with contacts and companies, and provide comprehensive onboarding and training on HubSpot’s Sales Hub Enterprise.

Goals:

• Seamlessly transition from NetHunt to HubSpot.
• Implement effective lead routing to enhance customer engagement.
• Align and integrate sales and marketing departments for cohesive strategies.
• Revamp their entire sales process to increase conversion rates.
• Launch smart retargeting campaigns to capture and nurture leads.
• Provide comprehensive onboarding and training on HubSpot’s Marketing, Sales, and Service Hubs.

A Messy Salesforce Setup Was Dragging The Team Down:
The Marketing Director inherited a poorly implemented Salesforce setup that was slowing down their operations and causing significant bottlenecks. The complexity of the multi-object CRM, put in place by an unqualified team, led to confusion and a lack of clarity across the organization. As a result, no one was using the CRM effectively, leading to inaccurate reporting, unreliable forecasting, and an inability to make strategic decisions. This disorganized system was stifling collaboration and preventing the company from operating at its full potential. Recognizing these critical issues, they turned to Zentavra to help them regain control and optimize their CRM operations.

Strategy and Implementation:

Zentavra expertly managed the complex migration from Salesforce to HubSpot, focusing on creating a custom object for commercial properties to ensure all critical data was accurately transferred and organized. We also developed a custom object within HubSpot to track and associate properties with contacts and companies, streamlining their CRM operations.

During the migration, we identified and resolved operational inefficiencies by implementing automated workflows, reducing manual tasks, and boosting overall efficiency. We then provided comprehensive onboarding and training on HubSpot’s Sales Hub Enterprise, equipping the team to fully utilize the platform and maintain seamless operations.

Results and Impact:

Manual data entry time was reduced by 40%.
Data accuracy improved by 50%.
Qualified leads increased by 35%.
Reporting capabilities were enhanced for better decision-making.

⭐⭐⭐⭐⭐ "Helpful and Knowledgeable - Daniel and the team were absolutely critical to our onboarding. They were clear in objectives and were able to pivot to our needs as they came up. Tech wise, they distilled information into layman's terms, and followed up on items that required higher tech support." - Marketing Director