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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.
SalesHub Onboarding
&
Pipeline Optimisation
for a Financial Corporation
Client
Name Can’t be Disclosed
Timeline
Ongoing (On Demand)
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HubSpot Subscription
Sales Hub Enterprise
Task
Onboarding Sales Hub Enterprise and manage data quality
Problem Statement
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Complex Sales Processes and Data Management
The corporation's intricate sales processes and large volume of data required a sophisticated system for effective management. -
Need for Advanced Sales Automation and Reporting
The corporation needed advanced sales automation capabilities and detailed reporting to optimize sales performance and drive growth. -
Critical Importance of Data Quality and Security
Given the sensitive nature of financial data, maintaining data quality and ensuring security was paramount. -
Complex Sales Processes and Data Management
The corporation's intricate sales processes and large volume of data required a sophisticated system for effective management. -
Need for Advanced Sales Automation and Reporting
The corporation needed advanced sales automation capabilities and detailed reporting to optimize sales performance and drive growth. -
Critical Importance of Data Quality and Security
Given the sensitive nature of financial data, maintaining data quality and ensuring security was paramount.
Our Solution
HubSpot Sales Hub Enterprise Onboarding
Onboarding Process
We conducted a comprehensive onboarding process for HubSpot Sales Hub Enterprise, tailored to the corporation's specific sales workflows and requirements.
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Advanced Automation
This involved configuring advanced sales automation features, custom objects, and complex reporting dashboards.
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Security Protocols
We implemented role-based permissions and security protocols to ensure data confidentiality.
HubSpot Sales Hub Enterprise Onboarding
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Custom Sales Process Configuration
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Custom Sales Pipeline
We configured custom sales pipelines, deal stages, and workflows to align with the corporation's unique sales processes.
Onboarding Process
We implemented advanced automation rules to streamline lead management, deal tracking, and sales reporting.
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Custom Dashboard
We developed customized reports and dashboards to provide real-time insights into key sales metrics and performance indicators.
Custom Sales Process Configuration
Retainer Admin Support
Ongoing Admin
We provided ongoing retainer admin support, including user management, system updates, and troubleshooting.
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Proactive Monitoring
We offered proactive monitoring and maintenance to ensure the smooth operation of the HubSpot platform.
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Ongoing Training and Support
We provided ongoing training for new features and processes and ongoing support for reporting needs.
Retainer Admin Support
Results
Improved Sales Process Efficiency
The implementation of HubSpot Sales Hub Enterprise and custom configurations streamlined sales processes, increasing efficiency and productivity.
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Data-Driven Sales Decisions
Customized reports and dashboards provided valuable insights into sales performance, enabling data-driven decision-making.
Ongoing System Optimization
The retainer admin support ensured that the system was always optimized, and running smoothly.
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SaaS
Professional Service
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-
SalesHub Onboarding & Pipeline Optimisation for Financial Corporation
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Sales Hub
RevOps
B2B
Professional Service
Real Estate
Financial Service
Admin & Technical
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Zoho Onboarding and Website Creation for a US-based Drywall Company, Division 9 Pro
Division 9 Pro: A US-based drywall company specializing in providing professional drywall installation and finishing services. They focus on delivering high-quality workmanship and reliable service to residential and commercial clients. Division 9 Pro prides itself on its commitment to customer satisfaction and attention to detail.
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B2C
B2B
Professional Service
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Real Estate
Division 9
-
Cold Email Infrastructure Setup and Custom IPAAS Integration for Main Street Legacy Partners
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RevOps
B2B
Integration
Cold Email
Main Street Legacy
Financial Service
-
How Pinkcube Boosted Sales by 30% with Custom Automation.
Pinkcube is a popular wholesale online shopping platform in the Netherlands, offering a wide range of products, including clothing, accessories, electronics, and home goods. Primarily known for providing promotional items in bulk, Pinkcube focuses on affordability, frequent sales, and a seamless shopping experience. Their goal is to make ordering promotional items as effortless as possible.
Marketing Hub
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RevOps
Service Hub
Operations Hub
Ecommerce
Pinkcube
DevOps
B2C
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HubSpot
RevOps
B2C
Professional Service
Express Vietnam