Options
Case Study: Centralized Sales and Marketing Integration
Optimizing Sales and Marketing with Centralized HubSpot Integration
Options
Industry
Information TechnologyOptions
Services
Business Process Automation,
Sales Automation,
Marketing Automation,
System Integrations,
Options
Software
HubSpot Sales Hub, HubSpot Marketing Hub,
Recurly Integration
Options
OVERVIEW
Streamlining Sales and Marketing Operations with Integrated Solutions
An innovative tech company partnered with ManoByte to streamline their sales and marketing processes by integrating their fragmented systems. The goal was to unify their tech stack, optimize the B2B customer journey, and improve data consistency across platforms.
Technology Stack and Integrations- Salesforce
Recurly & other dev-based applications
Marketo
Braze
Unbounce
6sense
Website CMS (Hygraph, Unbounce, WordPress)
Zendesk
OneSignal
Options
Challenges
Before engaging with ManoByte, the company faced several challenges in their sales and marketing processes:
A complicated B2B customer journey caused lead drop-offs and inefficient lead management.
Data integration from sources like Recurly and Salesforce was inconsistent.
Options
Objectives
Streamline the B2B customer journey to improve lead conversion rates.
Ensure seamless data integration for consistent and reliable reporting.
Options
THE SOLUTION
Comprehensive HubSpot Strategy Transforms Sales and Marketing Operations
ManoByte proposed and implemented a comprehensive strategy to address these challenges:
HubSpot Implementation: Deployed Sales Hub Enterprise and Marketing Hub Enterprise to handle up to 10,000 marketing contacts. Migrated key functionalities from Marketo, including landing pages, forms, and email templates.
Email and Communication Transition: Set up HubSpot’s email and transactional email add-on to replace Braze’s email functionalities and migrate landing pages and forms from Unbounce to HubSpot.
Data Integration: Established bi-directional sync between Salesforce and HubSpot for B2B contacts and integrated Recurly with HubSpot to support market segmentation and automation.
Comprehensive Reporting: Utilized HubSpot’s reporting tools to create detailed reports on leads, conversion rates, email performance, and more.
PROVEN PROCESS
The ManoByte Methodology®
The success of this project can be attributed to the ManoByte Methodology, a structured approach consisting of six key phases:
Strategy
Developed a strategic plan for system unification and process optimization.
Configuration
Configured HubSpot Sales Hub and Marketing Hub to integrate with the client’s existing platforms (Salesforce, Recurly, etc.).
Change Management
Preparing and supporting stakeholders for a smooth transition to the new system.
Development
Integrated platforms such as OneSignal and 6sense with HubSpot for enhanced capabilities.
Implementation
Executed the migration plan in phases, replacing Marketo and Braze, and integrating Recurly with HubSpot.
Rollout
Provided training and support to the client’s sales and marketing teams, enabling them to maximize HubSpot’s capabilities.
IMPLEMENTATION PROCESS
Streamlined HubSpot Implementation for Phased Transition
Steps involved in the implementation process:
Phase 1: Replacing Marketo
Implemented Sales Hub Enterprise and Marketing Hub Enterprise.
Set up HubSpot’s email functionalities.
Migrated essential functionalities from Marketo.
Migrated landing pages and forms from Unbounce.
Established data integration between Salesforce and HubSpot.
Phase 2: Replacing Braze
Transitioned B2C marketing communications to HubSpot.
Implemented workflows for personalized emails.
Created comprehensive reports using HubSpot’s tools.
Ensured seamless data migration from Braze to HubSpot.
Integrated additional platforms like OneSignal and 6sense.
THE RESULTS
Transformative HubSpot Integration for Optimized Sales and Marketing
ManoByte’s strategic implementation of HubSpot enabled this tech company to centralize its sales and marketing efforts, streamline processes, and gain deeper insights into its data. This transformation has driven greater efficiency and effectiveness in their marketing and sales operations, positioning them for continued growth and success.
Success Highlights
Unified Marketing Platform: Consolidated marketing efforts on HubSpot, leading to a more cohesive and streamlined approach to both B2B and B2C strategies.
Improved Efficiency: Simplified B2B customer journey, reducing drop-offs and improving lead conversion rates.
Enhanced Data Insights: Gained valuable insights into audience and campaign performance, enabling more informed decision-making.
Ready to transform your business?
Schedule a consultation with ManoByte today, and let us help you navigate the path to success!
Case Studies
Transforming Sales and Marketing: EUTEX International's HubSpot and Rubicon Integration Success Story
Streamlining Customer Service: EH Media and ManoByte Join Forces with HubSpot Service Hub
TrestleTree Optimizes Health Coaching Operations with HubSpot Sales Hub Onboarding
Elevated Access Streamlines Volunteer Coordination with HubSpot Service Hub
Efficient Staffing Solutions: Integrating HubSpot and Bullhorn for Automated Job Matching
Optimizing Operations: HR & Staffing Company’s Success with HubSpot and Salesforce Integration
Enhancing Retail Rewards: Custom HubSpot and D365 Integration Success Story
Innovative Comparison Tool: IIN’s Success with Custom Development and HubSpot Administration
Streamlining Operations: Bargain Hunt's Success with HubSpot and Custom Integrations
Boosting Sales Efficiency: Hill DT's Success with Sales Enablement Services
Increasing Occupancy: Vista Springs' Success with Marketing Operations and HubSpot
Boosting Sales Efficiency: Hepacart’s Success with Sales Enablement and Marketing Automation
Optimizing Sales Processes: Grand Rapids Chair’s Success with Sales Enablement and Marketing Automation
Enhancing Sales Processes: PCMI's Success with Sales Enablement and Marketing Automation
Optimizing Operations: Crown Battery’s Success with Marketing Automation and HubSpot Integrations
Streamlining Customer Support: HubSpot Service Hub Integration Success
Modernizing Sales and Marketing Operations: Industrial Gas Distribution
Centralized Sales and Marketing Integration
Resources
Transforming Business Processes with AI: A Strategic Guide to Business Process Automation
Unlock the power of Artificial Intelligence to revolutionize your business processes. This comprehensive guide provides a step-by-step approach to integrating AI into your workflows, enhancing decision-making, optimizing customer service, and driving operational efficiency. Ideal for businesses ready to embrace the future of automation.
DownloadAI Readiness Checklist: Preparing Your Business for AI Integration
Is your business ready for AI? Our AI Readiness Checklist is designed to help you evaluate your current infrastructure, identify key areas for improvement, and prepare your organization for successful AI integration. Download this essential tool to ensure your business is set up for AI-driven success.
DownloadMaximizing HubSpot Efficiency: A Comprehensive Guide to Optimizing Your CRM Investment
Unlock the full potential of your HubSpot CRM with our expert guide. This eBook offers actionable strategies to build a strong foundation, automate processes, leverage advanced analytics, and continuously improve your HubSpot setup. Perfect for businesses looking to enhance their CRM efficiency and drive growth.
DownloadNavigating Change for CRM Implementation Success
Discover how to effectively manage organizational change and achieve successful CRM implementation with our comprehensive eBook. Packed with expert insights and practical strategies, this guide covers everything from assessing organizational readiness to sustaining long-term adoption.
DownloadEmbracing Uncertainty: Mastering Risk and Change Management
Successfully transition to HubSpot with our comprehensive guide. This ebook provides actionable strategies for overcoming change resistance, maximizing HubSpot’s advanced features, and leveraging regular updates. Enhance data management, improve team collaboration, and ensure a smooth, efficient transition to HubSpot.Download
Comprehensive Guide to HubSpot Sales Reports
Maximize the power of your sales data with our in-depth eBook, "Comprehensive Guide to HubSpot Sales Reports." This guide provides detailed insights into HubSpot’s sales reporting tools, including setup, customization, and best practices for data analysis.
DownloadThe Complete Guide to Bullhorn Integrations
Learn how to leverage integration to unlock the full potential of your staffing operations with Bullhorn. This comprehensive guide covers essential strategies and tools to seamlessly connect Bullhorn with your existing systems, enhancing productivity and performance.
Comprehensive Guide to HubSpot Workflows
Understand the purpose of workflows, the different types available, and how to build effective ones in HubSpot. This guide provides detailed instructions to help you streamline your marketing, sales, and service processes efficiently.
Building an Indirect Sales Distribution Strategy
Learn how to develop an indirect distribution strategy that benefits all stakeholders and maximizes your growth potential. This guide offers insights and actionable steps to create a robust and effective distribution plan.
The Ultimate Guide to Channel Marketing for B2B Companies
Selling and marketing through a network of distributors and retail partners can be challenging. This guide helps B2B companies adopt digital marketing strategies with their partners to provide a cohesive consumer experience and drive indirect sales success.
How to Close the Loop Between Marketing & Sales
Identify the journey customers take from stranger to brand advocate. This guide offers strategies to create smarter marketing communications and effectively communicate the value of marketing to company leadership, ensuring alignment and success.
Running a Successful Customer Re-Engagement and Loyalty Program
Your current customers are incredibly valuable to your business's success. This step-by-step guide provides actionable strategies and best practices for a re-engagement program that will strengthen customer loyalty and enhance their connection with your brand.