The Challenge
Set up Kindred Motorworks for success using the dynamic tools HubSpot has. For this client, we wanted to:
- Add on Sales Hub Pro and Service Hub Pro to their existing portal with HubSpot Marketing Pro and CRM
- Create a clear and efficient sales process setup with automation
- Seamlessly connect marketing, sales and service so critical information reaches all teams
- Train the Kindred team on how to use and get the best value out of their new HubSpot account
Client Priorities
- Help track, organize, and qualify leads and customers as they go through the buyer's journey
- Empower the sales team to close leads into sales with intelligent automation
- Optimize online customer service experience
- Understand how to effectively use HubSpot, based on job role
The Plan
Foundational Audit and Strategy: Carry out a health check of Kindred’s existing HubSpot portal (Marketing Hub Pro) and the data within it. This will included a high-level assessment of portal settings, data quality, custom fields, existing objects (Contacts, Companies, Deals), and tools (workflows, sequences, templates, lists, and pipelines.
CRM Implementation & Customization: Create custom fields tailored to the business’ needs. Also, set up deal stages, import and clean up data and integrate HubSpot with other external tools.
Sales Enablement: Set up conversions, workflows and automation. Also, analyze and optimize their sales and marketing funnel within HubSpot.
Sales & Marketing Alignment: Define Kindred’s MQL and SQL criteria , align their goals, create a lead hand-off procedure.
Customer Service Support: Implement and onboard Service Hub Pro.
The Results
Kindred retained BizzyWeb as an ongoing HubSpot admin to execute their goals across a longer time period.
We effectively addressed the challenges faced by Kindred by aligning their sales, marketing, and service departments. This integration facilitated seamless data flow between teams, ensuring consistent and personalized customer interactions throughout the buyer's journey.
By establishing clear definitions for lifecycle stages and automating processes, the sales team can now track leads comprehensively, optimize lead generation, and enhance nurturing efforts. This alignment led to improved collaboration and increased efficiency across multiple teams.
