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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.
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.
Sleep Geekz Improved
Efficiency by 15%
with HubSpot Automation
Client
Sleep Geekz Inc.
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Timeline
4 Months
HubSpot Subscriptions
Marketing Hub Professional
Sales Hub Professional
Service Hub Starter
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Task
Optimizing HubSpot for Better Customer Engagement and Operational Efficiency
Problem Statement
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Lack of Structure and Standardization in HubSpot
The client’s HubSpot system was unorganized, limiting its effectiveness in customer relationship management and operational efficiency. -
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Insufficient Automation
Critical areas such as lead management, segmentation, and task allocation lacked automation, leading to inefficiencies. -
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Limited Utilization of HubSpot Features
Without a structured approach, Sleep Geekz was unable to fully leverage HubSpot’s capabilities to enhance sales and customer engagement. -
Lack of Structure and Standardization in HubSpot
The client’s HubSpot system was unorganized, limiting its effectiveness in customer relationship management and operational efficiency. -
Insufficient Automation
Critical areas such as lead management, segmentation, and task allocation lacked automation, leading to inefficiencies. -
Limited Utilization of HubSpot Features
Without a structured approach, Sleep Geekz was unable to fully leverage HubSpot’s capabilities to enhance sales and customer engagement.
Our Solution
Custom Chatflow Implementation
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AI-Powered Chatbot
We developed complex chatflows for the Sleep Geekz website and Facebook Messenger, incorporating proactive questioning and custom logic.
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Instant Customer Assistance
The chatbot provided instant responses, guiding visitors to relevant site pages, answering common questions, and facilitating live chat connections.
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Enhanced Customer Interaction
By streamlining customer interactions, the chatbot increased engagement and improved response efficiency.
Custom Chatflow Implementation
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HubSpot Organization and Optimization
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Industry-Standard HubSpot Setup
We structured Sleep Geekz’s HubSpot environment according to best practices, ensuring a streamlined workflow for sales and marketing operations.
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Improved Data Management
Organizing their CRM system allowed for better tracking of customer interactions, improving overall data reliability.
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Efficient Onboarding Process
A structured approach ensured the Sleep Geekz team could efficiently use HubSpot to manage customer relationships and sales processes.
HubSpot Organization and Optimization
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Advanced Automation and Reporting
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Automated Contact and Company Segmentation
We implemented custom lead scoring, lifecycle stages, and automated task allocation to enhance lead management.
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Deal and Task Automation
Automated deal workflows and lead rotation significantly improved response times and sales process efficiency.
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Custom Reporting Dashboards
We built four specialized dashboards to provide insights on: Customer interaction trends, sales pipeline progression, overall business performance, lifecycle stage analysis
Advanced Automation and Reporting
Results
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Improved Efficiency and Reduced Response Time
Our chatflow and automation setup led to a 15% increase in efficiency, reducing response times and overall conversation lengths.
Enhanced Customer Engagement
The custom chatflows significantly improved customer interactions, leading to higher engagement and satisfaction rates.
Better Organizational Reporting and Decision-Making
With structured reporting dashboards, Sleep Geekz now makes data-driven decisions and provides more transparent reports to stakeholders.
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Format Phone Number Using Our Hubspot App
Struggled with inconsistent phone number formats in HubSpot, impacting communication and workflows. Our DevOps team developed a custom HubSpot app to automate phone number formatting, validate inputs, and integrate seamlessly into workflows. This solution reduced manual effort, improved data accuracy, and enhanced communication efficiency. It also scales to support future growth and ensures smooth integration with marketing tools.
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