A leading software vendor in the research compliance used Outreach for lead gen and Salesforce for pipeline and account management. I migrated them into HubSpot, built our their lead gen automation, pipeline management, forecasting and reporting suite. Benefits: sales team engagement increased, improved qualification, less work, better data compliance and a better understanding of how deals were generated.
A division within a large workforce technology company used disconnected systems for email, opt-in list manager, social and lead generation. I consolidated all components within HubSpot Marketing Hub and integrated with Salesforce Sales Cloud. Benefits: reduced data management, better targeting, ability to match content to buying phase and higher quality leads to the sales team.
This software sales team generated significant quotes, proposals and contracts manually in Word using data from Salesforce. They lacked budge for a Salesforce CPQ tool. I integrated their CPQ using standard Salesforce document management tools with flexible templates, linking documents to contacts/accounts and reporting on CPQ volumes.
This architectural professional services firm relied heavily on referrals but did not manage referrals in a system or track their economic value. I customized their CRM to segregate referring contact data, link leads and sales opportunities, and report on the referral channels with the most impact to the firm.