Navigating the Path to a Successful HubSpot Implementation
Challenge
- Inadequate integration of marketing and sales processes with CRM to track and comply with attribution regulations.
- Absence of a streamlined onboarding process for SDRs in HubSpot.
- Needed assistance to establish and configure Google Analytics, which includes setting up goals, event tracking (such as scroll, clicks, and form fills) through Google Tag Manager, and implementing heatmaps.
- Lack of implementation for marketing nurturing campaigns.
Privado's Successful HubSpot Implementation Journey
In the beginning, Privado faced the challenge of aligning their unique business processes and goals with their HubSpot implementation. We worked closely with the Privado team to conduct a deep-dive into their Marketing & Sales processes, defining their exact HubSpot deliverables, and visualised the entire process on Miro.
In the beginning, Privado faced the challenge of aligning their unique business processes and goals with their HubSpot implementation. We worked closely with the Privado team to conduct a deep-dive into their Marketing & Sales processes, defining their exact HubSpot deliverables, and visualised the entire process on Miro.
Here's how GrowthSpree saved the day!
HubSpot Onboarding
We understood the importance of adoption for the success of their HubSpot implementation. Our team provided weekly training for both Marketing & Sales teams to keep utilising the newly-built system, and enabled support channels to ensure smooth onboarding.
Google Analytics
We assisted Privado by establishing and configuring Google Analytics, setting up goals and event tracking using Google Tag Manager for scroll, clicks, and form fills. We also connected their website forms to HubSpot for streamlined attribution and implemented heatmaps to enhance website functionality.
Optimisation
As Privado's team started using the system and generating valuable data, our data analytics team started building kickass dashboards and reports for all the teams using HubSpot. This enabled strategic discussions to improve gaps in the current process. We provided reports on the performance of their email marketing campaigns and suggested improvements to increase engagement rates.
- Aligning Sales and Marketing Strategies
- HubSpot Onboarding
- Funnel Reporting
- Sales Pipeline Modelling
- Process for Lead Scoring
- SOP- Standard Operating Process
- Process Optimization
- Designing relevant Report and Dashboards
- Support Ticketing
- Designing of Quoting Process
- Automation of Sales and Marketing
- Lead Intake and Routing Mechanisms
- Integration of Products and Third-Party Tools
- CRM Optimization
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