HubSpot Project
Challenges, Objectives & Outcomes!

A leading SaaS Company faced significant challenges managing and nurturing leads across multiple platforms and data points
The primary issue was the lack of integration between their diverse data sources (more than eight platform managing specific channels or engagement) and their CRM system. It hindered the effective tracking and utilization of comprehensive customer interactions across various digital channels

Solution
Automation, Process & Alignment First!

The project’s primary objective was to integrate the company’s extensive data ecosystem
with HubSpot emphasizes seamless data synchronization.

A key focus was leveraging HubSpot’s Custom Objects, which included the Company’s SaaS subscription details.
This integration was crucial for achieving full-funnel insights, enabling us to understand the customer journey comprehensively.

We were implementing Custom Objects allowed for the development of multi-attribution insights and multi-channel reports. This capability was pivotal in dissecting the origin of leads, understanding the factors driving their progression through the sales funnel, and pinpointing what influenced their decisions to close a deal or opt for an upgrade. Such insights were instrumental in formulating targeted strategies for lead conversion and customer retention, ensuring a data-driven approach to sales and marketing efforts
Project Overview

HubSpot Project Manager
Kiefer Hazaz

Migration Numbers
25 WorkFlow | 50 Emails |
7 Sequence | 30 Landing Pages
Client Industry: SaaS Company
MIgrated Contacts: Above 130,000
Eight Platforms: History were migrated into the Hubspot
API integration with the company’s install base.
Video training and documents

Solution

The project’s primary objective was integrating the company’s extensive data ecosystem with HubSpot, emphasizing seamless data synchronization
A key focus was leveraging HubSpot’s Custom Objects, which included the Company’s SaaS subscription details. This integration was crucial for achieving full-funnel insights, enabling us to understand the customer journey comprehensively.
We were implementing Custom Objects allowed for the development of multi-attribution insights and multi-channel reports. This capability was pivotal in dissecting the origin of leads, understanding the factors driving their progression through the sales funnel, and pinpointing what influenced their decisions to close a deal or opt for an upgrade. Such insights were instrumental in formulating targeted strategies for lead conversion and customer retention, ensuring a data-driven approach to sales and marketing efforts

Implementation Overview with Centralizing Data

In this project, a leading company faced fragmented data across six platforms including Intercom, PipeDrive, Mautic, Klenty, TypeForm, and Zendesk. This fragmentation led to inefficiencies in sales, marketing, and customer support. The solution was to centralize this data in HubSpot, creating a cohesive data ecosystem. HubSpot’s Marketing Automation Platform (MAP) was used to unify customer insights, leading to improved data-driven decisions.
The implementation involved integrating these varied systems into HubSpot, enabling seamless communication between departments and teams, and enhancing customer experience and revenue opportunities.
This centralization allowed for a unified view of customer interactions, streamlining sales, marketing, and support processes.

Please find the Company’s Data Flow diagram
BEFORE the HubSpot Implementation on the page below!

Solution Implementation Objectives

Configuring Custom Fields

Established custom fields within HubSpot to capture a wide array of engagement data, offering a unified view of customer interactions.

Automated Workflows

Developed automated workflows to segment leads based on interactions across different channels, facilitating targeted nurturing strategies.

Integrating Custom Objects

Utilized HubSpot's Custom Objects to integrate additional data layers for nuanced customer behavior understanding.

Creating a Full Sales Funnel in the Deals Module

Implemented a comprehensive sales funnel within the HubSpot Deals Module, including automation for quotes and proposals. This streamlined the sales process, making it more efficient and responsive to client needs. In addition to gaining full-funnel visibility, enhancing the company's ability to track attribution across multiple channels.

Integration with Zendesk

Integrated Zendesk to maintain robust support functionality. This ensured that client engagement data flowed seamlessly, allowing for holistic engagement tracking and enriched client-event interactions.

Effective Multi-Channel Nurturing

Sophisticated multi-channel nurturing tactics were developed by leveraging HubSpot’s capabilities, including Custom Objects.

Streamlined Sales Process

The newly created sales funnel in the Deals Module, along with the automated quotes and proposals, significantly improved the sales operation's efficiency.

Seamless Support Integration

Integration with Zendesk ensured that all client interactions, including support events, were fully captured and utilized in nurturing and engagement strategies.

Google Ads Integration

To enhance the lead generation process, I integrated Google Ads with HubSpot. This allowed us to capture valuable data from ad campaigns directly into HubSpot, providing insights into which ads were driving traffic and conversions.

Social Media Integration

I also integrated various social media platforms with HubSpot. This enabled the tracking of interactions, engagements, and leads generated from social media activities, contributing to a unified view of marketing efforts across all digital channels.

Form and Popup Implementation

Utilizing HubSpot’s form and popup tools, I created multiple lead capture mechanisms on the company’s website. These tools were strategically placed to capture lead information efficiently, funneling this data into HubSpot for immediate follow-up and nurturing.

CTA Creation and Tracking

I developed and implemented clear and compelling Calls-ToAction (CTAs) across the company’s digital touch-points. These CTAs were designed to drive engagement and were linked with HubSpot to track their effectiveness in real time.

This allowed for continuous optimization based on user response.

Outcome

The successful implementation led to:

Comprehensive Customer Insights

In-depth understanding of customer interactions across all channels, centralized in HubSpot.

Enhanced Lead Scoring and Segmentation

Improved lead scoring system and segmentation strategies, thanks to detailed data insights.

Effective Multi-Channel Nurturing

Sophisticated multi-channel nurturing tactics were developed by leveraging HubSpot’s capabilities, including Custom Objects

Full-Funnel Insights and Attribution

Gained full-funnel visibility, enhancing the company's ability to track attribution across multiple channels and touch-points

Streamlined Sales Process

The newly created sales funnel in the Deals Module, along with the automated quotes and proposals, significantly improved the sales operation's efficiency

Seamless Support Integration

Integration with Zendesk ensured that all client interactions, including support events, were fully captured and utilized in nurturing and engagement strategies.

Please find the Company’s Data Flow diagram
AFTER
the HubSpot Implementation on the page below!

hubspot use case implementation system migration and onboarding

A key focus was leveraging HubSpot’s Custom Objects, which included the Company’s SaaS subscription details.

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