The Problem

Centralizing data and consolidating cross-team collaboration

Our client houses two main business units: a pool & spa unit and a products company. Both provide industry-leading chemistries that support organizations worldwide. Before their HubSpot implementation plan, each business unit independently tracked sales data with manual, cumbersome processes in spreadsheets. Additionally, they struggled to document and track its sales process. The company needed a comprehensive, easy-to-use CRM with a customized sales pipeline.

Our Solution

Customizing HubSpot for unique needs across business units

Once our partnership began, we started our 90-day, phased HubSpot implementation plan and onboarding process. During this time, we provided regular client check-ins to gather information, confirm deliverables, report on progress, review custom builds, solicit feedback, and answer any questions. 

The top-level goals for the engagement included consolidating sales and contact information, streamlining day-to-day sales and marketing operations, strengthening internal and external collaboration, and enabling reporting.

We also gathered more specific goals from our client, including:

• Documenting their sales process within the first 60 days
• Making data easily accessible in HubSpot’s mobile app
• Automating sales tasks and follow-up reminders
• Create workflows for non-HubSpot forms with the correct business units

Phase #1: Audit and Interview

Our proven process began with a series of discovery workshops. These meetings helped the Evenbound team understand the marketing, sales, and services processes of the client's two business units. We also gained insights into each unit’s customer journeys, website performance, revenue, analytics, and current tech stack. Establishing this foundation allowed us to curate a highly personalized HubSpot implementation plan.

Phase #2. Document and Align

During this phase, we built the necessary processes and workflows for each business unit. We developed a strategy to implement them, including providing clear steps and activities for our teams. Together, we reviewed the custom properties, sales pipeline, and custom marketing templates.

Phase #3. Build and Implement

Based on the processes in the previous phase, the Evenbound team built the corresponding assets, beginning with the highest priority items. This included sales pipelines, scoring, templates, and workflows. We also integrated any existing third-party software, tech, or imports. Then, we held sales, marketing, and services team training sessions. Finally, we rolled out HubSpot to beta teams for each business unit.

Phase #4. Optimize

After the beta teams began using HubSpot, we interviewed them to gather their feedback. We asked them for any revisions to their processes, assets, or technology. Additionally, we identified any blockers or issues that arose and addressed them. Each week, we took the time to answer questions from the beta team members and address any concerns they had. After refining their HubSpot, we rolled it out publicly to the remaining 50 employees in the business unit. We held training sessions tailored to each specific department.

Phase #5. Optional Ongoing Support

Our support doesn’t end after implementation. As your organization uses HubSpot, grows, or changes its goals, it’s critical to continue optimizing your instance and completing regular maintenance. Evenbound offered ongoing services to help maximize the HubSpot investment. 

We provided their team with training session recordings, detailed documentation, and instructions on using Knowledge Base and HubSpot Academy resources. This strategy helps HubSpot grow with the client and ensures new employees can quickly access and watch these recordings to utilize HubSpot's tools and resources.

The Results

Empowered sales teams with centralized data and reporting, leading to significant time savings.

By utilizing HubSpot, we empowered the business units to more effectively meet and track their goals. 

By documenting a straightforward sales process, enabling reporting, and storing sales data in a centralized location, team members could collaborate more effectively. Plus, HubSpot’s automated functionality led to significant time savings. As the businesses continue to grow, it is well-positioned to further optimize its processes and achieve even greater success.

Even after executing a HubSpot implementation plan, we’re happy to continue our relationship with this company. The Evenbound team is on standby to provide additional support, including routine maintenance, ongoing optimizations, additional training, consulting, marketing, and other services.