Using HubSpot to Deploy an Enterprise CRM
Worked with enterprise software company to implement automated workflows, client lifecycle management solution, marketing automation, lead scoring and make sure they get the most out of HubSpot.
The Problem Faced
Solution Allowed The Client To
So how did we do it?
Learn how we helped an enterprise software company get the most out of HubSpot. See how we pushed HubSpot to its limit with a complex nurture stream and lead scoring algorithm.
With a product so complicated we needed a workflow that could factor in every level of product education
The client sales an enterprise cloud storage and back up product used in high end data centers. Their ideal client has a multi member IT department that all need to be educated on the product and will be part of the decision-making process.
The product also has several applications which requires a lot of upfront education before a user can commit to demoing the technology in their data center.
This is not the end of the customer journey though and an additional round of education is required to move the client from demo to live deployment.
As such this nurture workflow was complicated and pushed the conditional limits of what HubSpot could handle. We were able to build a solution that accounted for a number of different scenario’s while also scoring the lead accordingly as it moved down the life cycle so sales reps would know when to jump in.
With HubSpot we were able to build a solution that incorporated
WordPress Integration
We integrated the clients WordPress website with HubSpot to incorporate website pageviews into the workflow and scoring algorithm
Survey Data Integration
We built a survey and integrated the results with HubSpot contacts allowing us to incorporate them into our lead scoring and workflows
Detailed Lead Scoring
We built a lead scoring algorithm from data received from cold lead sources, marketing automation actions, lifecycle stage, and more
Automated Workflow
With HubSpot workflows we rolled out a marketing automation solution with so many conditions that we pushed HubSpot to its limits
Lifecycle Management
We built custom workflows for each step in the customer lifecycle, managing leads to MQL, SQL, Customer, and Evangelists.
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