Read this case to discover how Brightvision, a HubSpot Solutions partner, implemented the HubSpot Sales & Marketing module for a large sales and marketing department (25+ people) which led to better work efficiency, automated marketing processes and key analytics reporting.
INVID is an IT advisory with a mission to improve and simplify. They specialise in areas such as cloud and operations, packaged applications, ERPs, data centers and communications.
HubSpot offers a full platform of marketing, sales, customer service, and CRM software — plus the methodology, resources, and support — to help businesses grow better. Their Sales CRM platform has all the tools and integrations you need for marketing, sales, content management and customer service. HubSpot Marketing software helps companies grow traffic, convert more visitors and run complete inbound marketing campaigns at scale.
INVID contacted Brightvision because they needed a comprehensive tool to take their sales and marketing efforts to the next level. There were too many manual tasks and it was hard for INVID to get the data, reports, and insights they needed to grow. INVID’s sales team consist of 25+ people, which also created an urgent need for a collaborative tool and CRM. They wanted the implementation and onboarding process to be completed within six months.
Desired outcomes of the project included:
Since INVID’s sales department is quite large, it was important to choose a software that was easy to use and understand. We suggested that they implement HubSpot for sales, marketing, and CRM.
To succeed with a project like this, it’s important to have a good process in place. Implementing software across departments takes a lot of planning and understanding of the client’s needs.
Since we have helped many tech clients implement HubSpot, we have a proven process in place. But every client is different, needing different amounts of setup, implementation, and education. For INVID, we took an agile approach to implementation. We divided the project into seven phases and started with discovery workshops, followed by technical setups and then lastly education with all end users.
To get a detailed understanding of the sales team’s needs, we started with a “discovery workshop” where we discussed their goals and expectations of the project. We also went through all technical parts of the HubSpot Sales module and advised on the best way to set up the system.
We also conducted a “discovery workshop” with the marketing team where we discussed their goals, needs and expectations of the project. We went through all technical parts of the Marketing module and advised them on the best way to set up the system to get their desired results. For marketing, we also talked a lot about the inbound methodology and how that should be applied to INVID’s marketing strategy.
The goal with these workshops was for us to get the answers needed to be able to do the full system configuration and marketing education plan.
After the workshops, we started with the technical setup and configuration of HubSpot. This included:
Once the system was set up, it was time to onboard and educate the rest of the sales team. We had weekly education sessions, with the following topics:
Once the system was set up, it was time to onboard and educate the marketing team. We had weekly education sessions on the following topics:
Throughout the project, we also assisted with general support regarding HubSpot-related questions, both related to the system and to marketing/sales strategy.
Reasons why this project was successful:
Two years later, we have continued working with INVID, supporting them with marketing activities such as e-books, Google ads and HubSpot chatbot implementation.