Driving Efficiency Through Automation and Tech Stack Integration:
How We Improved a Real Estate Firm’s Operations With Tailored HubSpot Onboarding and Implementation Processes
The client was using Salesforce as a CRM, completely accustomed to how that tool works. They were also working with ActiveCampaigns and other automation tools.
They found that the way they were doing automations and marketing campaigns, in general, was cumbersome since they weren’t able to connect their tools seamlessly.
They wanted to migrate their CRM and Sales systems to HubSpot while keeping Salesforce to comply with the needs of their parent company.
So, they needed to create a system to onboard their Sales Team to HubSpot, put all needed systems in place, and integrate with Salesforce to keep the two platforms up-to-date.
Being a Hubspot Accredited Partner, one of our service offerings, the HubSpot Onboarding Package, is tailor-made for these types of challenges.
We met with their team to discuss the details of the onboarding process and integration with HubSpot. We went through a large number of their current processes at the time and began to design how to implement them (and improve them) on HubSpot.
After that initial meeting, we started working on the implementation. By using our documentation methodology, we were able to extract a lot of information easily and without putting pressure on their team. We also scheduled weekly meetings to be sure that we were in sync and understood their needs.
First, we gathered all the information needed to implement an initial contact and object migration, moving everything they would need to have in Hubspot without changing any external system.
Thereafter, we created some specific campaigns and automations that we knew they needed to have in place before starting to use Hubspot. This way, when their first users started to work with the new tool, they knew their way around it right away.
Since we met periodically during implementation, we were able to solve any doubts and make small modifications to the original plan, ensuring that everything was as relevant and useful as possible.
Recognizing their need for self-paced learning, we provided comprehensive resources including manuals, playbooks, and self-paced training videos. These resources empowered their team to continue learning and exploring the platform’s functionalities at their own pace.
Finally, we set up a Salesforce integration with Hubspot that allows both tools to feed information reciprocally. This was important for the client since it enabled them to separate their operations from their parent company’s system without losing information or having to manually update both systems at the same time.