Optimizing Workflow through HubSpot and Rubicon Synergy
EUTEX International, a global leader in electrical supply for hazardous areas, partnered with ManoByte to centralize their operations and integrate their custom Rubicon system. The implementation of HubSpot, along with other platform integrations, resulted in enhanced lead tracking, efficient follow-ups, and overall improved sales processes.
Technology Stack and Integrations
HubSpot Sales Hub,
HubSpot Marketing Hub,
Rubicon Integration
Constant Contact Migration
Analytics tools (SEM Rush, Google Analytics)
Challenge
Before partnering with ManoByte, EUTEX faced several challenges:
Lack of a centralized system for business operations
Inefficient lead tracking and follow-up processes
Labor-intensive sales follow-ups
Difficulty in tracking lead sources and ensuring no leads were missed
THE SOLUTION
Effortless Integration for Sales Excellence: HubSpot Meets Rubicon
ManoByte proposed a comprehensive solution involving the setup of EUTEX's entire sales process within HubSpot, integrated with their custom Rubicon system. This integration ensured seamless data flow and enhanced efficiency in handling leads and customer interactions.
Centralize business operations using HubSpot
Improve lead tracking and follow-up efficiency
Integrate the custom Rubicon system
Automate marketing and customer service processes
PROVEN PROCESS
The ManoByte Methodology®
The success of the EUTEX project can be attributed to The ManoByte Methodology®, which includes five detailed and structured phases:
Strategy
Conducted process discovery for EUTEX and developed a strategic plan.
Configuration
Configured HubSpot settings and integrated the Rubicon system.
Change Management
Preparing and supporting stakeholders for a smooth transition to the new system.
Development
Developed custom properties, automations, and integrated Rubicon.
Implementation
Configured tools, developed forms, and implemented automated workflows.
Rollout
Tested the system, trained EUTEX's team, and launched successfully.
IMPLEMENTATION PROCESS
Efficient HubSpot Configuration and Implementation Tailored for EUTEX
Steps involved in the implementation process:
Conducting a thorough discovery and strategy phase to understand EUTEX's needs
Setting up HubSpot for sales, marketing, and customer service operations
Integrating the custom Rubicon system with HubSpot, hosted on ManoByte's server
Developing lead nurturing workflows and automation for follow-ups
Implementing lead source tracking and reporting capabilities
Providing training and support for smooth adoption of the new system
THE RESULTS
EUTEX Achieves Efficiency and Streamlines Operations
ManoByte delivered a robust solution that helped EUTEX International streamline their sales and marketing processes. The integration of HubSpot and Rubicon, coupled with automation and improved lead tracking, significantly boosted EUTEX's operational efficiency. A key factor in the project's success was our comprehensive Change and Risk Management Approach. By proactively identifying potential risks and implementing strategies to mitigate them, we ensured a smooth transition and adoption of the new system. Our structured approach to managing change helped EUTEX seamlessly adapt to the new processes, minimizing disruptions and enhancing overall productivity.
EUTEX's Success Highlights:
Centralized and efficient lead tracking and follow-up processes
Automated lead nurturing and follow-ups, reducing manual labor
Enhanced ability to track lead sources, ensuring no leads were missed
Improved marketing and customer service operations
Positive feedback from the EUTEX team on increased operational efficiency
Ready to transform your business?
Schedule a consultation with ManoByte today, and let us help you navigate the path to success!
What a pleasure to work with the knowledgeable and friendly people at ManoByte! They are true experts in all things HubSpot and really helped our organization hit the ground running, in an otherwise overwhelming process. We can’t recommend them highly enough!!
- Jen Falcone | Staffing Recruiting | 51 to 200 employees
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