Challenge
Our client is a mission-driven incubator that helps serve purpose-driven entrepreneurs at all phases of growth.
With several new companies starting it was of paramount importance to communicate marketing offerings and quickly attract prospects to generate revenue.
While seemingly similar in nature, all of the companies within the client’s family have unique business models that pose specific challenges:
- Each company targets different buyer personas
- Each company has a different sales team needing to be onboarded with a different set of requirements.
Needing to implement Hubspot across multiple businesses that seemed similar – but with key distinctions –required Elastik Teams to have deep expertise in multiple products (e.g., Sales Hub, Marketing Hub, CRM, Service Hub). Elastik Teams also has a profound knowledge of the HubSpot feature-set and ensured that each unique requirement translated into value for each organization.
Solution
HubSpot Setup & Configuration
The first step in our implementation methodology is to understand the business goal. Oftentimes organizations come with requirements that they think are mission-critical but do not map to a business objective platform.
Once we are aligned in terms of business objectives, outcomes, and requirements Elastik Teams provides clients with objects like Quotes, Properties, Automation, and Email Templates to enable the smooth and effective execution of the business process.
HubSpot Software Training
Our team provides HubSpot software training sessions, covering important HubSpot tools, such as the following:
Building segments | Tracking campaign performance | Setting up workflows and automations | Creating emails using new templates | Adding contacts and companies to their CRM | Managing lead capture initiatives |Creating and publishing a blog post | Reading reports in each portal’s analytics tools.
Implementation Methodology
