Supporting Broadplace with a Tailored HubSpot Re-Onboarding
In our initial call with Broadplace, we really took the time to understand how the team are currently using their HubSpot platform and their biggest pain points. Broadplace highlighted the areas in HubSpot they want to learn more about as well as how the platform could help support their Digital Marketing Strategy.
With this information, our MarTech team created a tailored 12-week programme covering how best to use the tools in their Marketing and Sales Pro package. This includes:
- Reviewing the data and advising on how this could be segmented as well as providing best practice on how to manage the cleanliness of the data and how to make the most out of their contacts database.
- Understanding how HubSpot sits within their current tech stack, reviewing the systems which are integrated to HubSpot and identifying other systems within their tech stack which could be connected.
- Utilising the Sales & Marketing tools to support lead nurture and generation.
- Setting up sales processes and automation in line with how best to manage their sales funnel.
To ensure the Broadplace team fully understand the practical side of HubSpot, our team set up tasks each week for their users and provide support when any questions arise. By getting users into HubSpot during the 12 weeks, we want to set users up for success and for them to feel confident using the system by the time the programme has been completed.
The Broadplace team will also be provided with templates and guidance on how to set up processes so they are fully equipped with managing their HubSpot well going forward.
Client comments
“Innovation Visual have helped us to refresh our use of Hubspot, and the impact has already been remarkable. From the beginning of our journey, the team at Innovation Visual have demonstrated their expertise and deep knowledge of Hubspot. They’ve taken the time to understand our unique business needs and tailor their approach accordingly. Their team have guided the Marketing & Sales teams at Broadplace through the entire process of revamping our usage of Hubspot, making it more efficient and effective.”
Ajay Syal, Managing Director
We can support your business too
We are thrilled to work with Broadplace to support their team re-onboarding into HubSpot. If you are a current HubSpot user and are unsure if you are using the platform to its full potential, please get in touch. Our MarTech team have years of experience working across a variety of clients in different industries and can provide a tailored service to support your team.
Why not talk to us about how we could deliver similar exceptional results for your business? You can get in touch here.
