Case Study: HR & Staffing Company
HubSpot Implementation & Salesforce Migration
HR & Staffing, Career Coaching
USA & EU
This client is a career coaching agency that works specifically with clients who are at the director and C-suite level and looking for new opportunities. They were using the Salesforce CRM to manage all their marketing and sales operations. The current system was clunky and difficult to manage, and the client needed a system that:
- Simplified their processes
- Allowed for greater transparency and efficiency
- Integrated with external ad campaigns
The client chose HubSpot and a partnership with ManoByte to accomplish their goals. With the HubSpot suite, they gained access to advanced automation and reporting tools to simplify and visualize their process. The experts at ManoByte could help them strategize and navigate the migration process.
ManoByte worked with the client to visualize and optimize their current processes, including data mapping between Salesforce and HubSpot to ensure proper data migration. ManoByte leveraged the pre-built integration for Salesforce available on the App Marketplace in order to migrate data to HubSpot.
ManoByte mapped and built out automations for sales and marketing to route leads and create deals across their lead source channels, including website forms and paid ad campaigns. A deal pipeline was created and optimized for the client’s sales process.
ManoByte also leveraged a custom Round Robin application to expand on the rotate contact owner function of HubSpot to route leads in their American territory based on weighted percentages.
The project took 6 months to complete and included:
The client was previously using Candely for reps to schedule meetings with their prospects. They have switched to using the Meetings tool within Hubspot and no longer need the Candely application.
The project took 26 weeks to complete and included:
- The client’s reps each have their own dashboards to report on their assigned deals and activities.
- HubSpot allows the client to report on ad metrics, such as: