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Client Information
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HubSpot Services
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Hubspot Onboarding
Seamless setup and introduction to HubSpot for effective business use.
Service Hub Implementation
Implement HubSpot Service Hub for efficient customer support management.
Hubspot Integration
Integrate HubSpot with your existing systems for seamless workflows.
HubSpot for Bangladesh
HubSpot solutions tailored to the needs of Bangladeshi businesses.
Products
Digital Services
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UI/UX Design
Design user-friendly and visually appealing websites that engage visitors.
Odoo ERP Implementation
Optimize workflows, boost efficiency, and enhance productivity with Odoo ERP.
HubSpot – Scalable CRM Implementation for
a Healthcare SaaS Lyrebird Health
Client
Lyrebird Health
Timeline
6 Months
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HubSpot Subscription
Marketing Hub Professional
Sales Hub Enterprise
Operations Hub Professional
Task
Product-Led Growth (PLG) Implementation, Data Integration, Workflow Automation
Problem Statement
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Inefficient Sales and Marketing Efforts
- Sales teams were wasting time on cold, unengaged leads, while marketing campaigns were optimized for clicks instead of actual revenue. This misalignment resulted in a significant disconnect between lead generation and conversion, hindering overall growth.
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Poor User Engagement and Visibility
- Lyrebird had rich product usage data but no system to connect it to customer relationship management. This led to patchy user engagement, as the company couldn't proactively guide users through the product. Leaders also lacked visibility into the trial-to-revenue journey, making it impossible to identify and fix bottlenecks
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Manual and Disconnected Operations
- The entire process from trial sign-up to subscription was manual and fragmented. Data was not synchronized, leading to a high amount of manual work for the team. This lack of automation prevented the company from scaling its operations efficiently and responding to user behavior in real-time.
-
Inefficient Sales and Marketing Efforts
- Sales teams were wasting time on cold, unengaged leads, while marketing campaigns were optimized for clicks instead of actual revenue. This misalignment resulted in a significant disconnect between lead generation and conversion, hindering overall growth.
-
Poor User Engagement and Visibility
- Lyrebird had rich product usage data but no system to connect it to customer relationship management. This led to patchy user engagement, as the company couldn't proactively guide users through the product. Leaders also lacked visibility into the trial-to-revenue journey, making it impossible to identify and fix bottlenecks
-
Manual and Disconnected Operations
- The entire process from trial sign-up to subscription was manual and fragmented. Data was not synchronized, leading to a high amount of manual work for the team. This lack of automation prevented the company from scaling its operations efficiently and responding to user behavior in real-time.
Our Solution
Store Trial, Subscription & Usage Data in HubSpot
Every trial signup is created as a Contact and Deal.
Payment, subscription start/renewal mapped as properties.
Usage data (logins, feature adoption, milestones) synced into HubSpot. This turned HubSpot into a real-time map of account health.
Store Trial, Subscription & Usage Data in HubSpot
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Automate Lifecycle Communication
Trial begins → Welcome emails with onboarding.
Low usage → Helpful nudges to unlock features.
High usage → Sales notified instantly.
Trial expiring → Personalized upgrade offer.
Subscription lapsing → Renewal reminders. Every step is tied directly to user behavior.
Automate Lifecycle Communication
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Sales Pipeline Automation & AI Advantage
Deals moved automatically with lifecycle events.
Active trials flagged as hot, dormant deprioritized
Leads rotated to reps in real time.
Managers saw which accounts were stuck and why.
Data cleanup (formatting, enrichment)
Prospecting & list building
Trial scoring & prioritization
Sales Pipeline Automation & AI Advantage
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Results
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98% data accuracy across trial, subscription, and usage records.
Achieved a 98% data accuracy rate across trial, subscription, and usage records, building a reliable foundation for all analytics and automation. This eliminated manual errors and provided a single source of truth for the entire organization
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70% less manual work due to automation.
Automation of key workflows and data synchronization led to a 70% reduction in manual work. This freed up valuable team resources, allowing them to focus on high-impact strategic initiatives rather than repetitive administrative tasks.
2,000+ contacts properly mapped to diagnostics & subscriptions.
Successfully mapped over 2,000 contacts to their specific diagnostics and subscriptions. This not only cleaned up the database but also enabled targeted communication and personalized outreach, significantly improving engagement and sales effectiveness.
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Automating Healthcare Workflows: A Deep Dive into the TRT Australia Portal Architecture
TRT Australia has launched a comprehensive client portal that centralizes the therapy journey for subscription users, allowing them to upload bloodwork, view doctor reviews, and track GP physical progress directly from a unified dashboard. This streamlined system enables patients to submit medical information, receive medication recommendations, and manage resupply requests through a seamless flow that includes invoicing and shipment tracking. On the backend, the HubSpot portal empowers the Customer Service team to validate data, coordinate reports with doctors, and process pharmacy orders efficiently. The entire ecosystem is supported by HubSpot Workflow Automations that notify all stakeholders at every stage, while custom functional properties automatically calculate critical recurring timelines like the next bloodwork submission and medication resupply dates.
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Leva Medical wanted to bring their marketing and patient care operations under one roof. Their Electronic Health Record (EHR) system, Nextech, contained valuable patient data — but it wasn’t connected to HubSpot, making it difficult to personalize communications, track patient journeys, or measure true marketing ROI. With HubXpert’s integration, we created a secure, HIPAA-compliant two-way sync between Nextech and HubSpot. Now, both platforms update in real time, enabling Leva Medical to modernize their marketing while keeping patient data safe and accurate.
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