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1) Structuring of common processes Business Processes and Onboarding Implementation of two separate business processes for Key Account teams and field teams; Build of two pipelines, with custom automations; Automation of the passing of information to salespeople and CSM thanks to a Ticketing system to represent the onboarding project. Customer Service Process Redefining the data model for Tickets; Enabling different ticket creation channels (Chat, Phone, Forms, Inbox).

Markentive supported Stade Toulousain in the implementation of HubSpot (CRM and Marketing Hub). This allowed them to leverage a robust marketing automation tool and a unified CRM system that consolidated data from their various third-party systems. During the scoping phase, we worked with Stade Toulousain on all their marketing use case to ensure that the marketing automation tool could be tailored to their specific requirements. Markentive then undertook the complete development of API integrations, establishing seamless synchronization between HubSpot and Stade Toulousain's third-party tools, including physical and online ticketing, physical and e-commerce boutiques, restaurants, and the Stade Toulousain Academy. Here are the various solutions we provided: A thorough analysis of marketing use cases (e.g., abandoned cart, customer loyalty campaigns, personalized database segmentation) to anticipate and set up all scenarios within the HubSpot tool. Advice on the data model to be implemented in HubSpot, including the identification of relevant objects and properties (both standard and custom). Development a custom API connection and implementation of a HubSpot Private App to establish seamless integration between HubSpot and the Stade Toulousain MDM (Master Data Management) system. Support for field mapping between HubSpot and the MDM, ensuring synchronization rules for various properties. Automation of the creation of supporter contacts and consumption data, capturing information such as match ticket purchases, store item transactions, restaurant reservations, and training course enrolments. Implementation of email templates, landing pages, and forms to streamline the launch of marketing campaigns. Set up of a lead scoring system to assess supporter engagement levels and personalize communications accordingly. Creation of analytics dashboards to monitor the performance of marketing and sales efforts. Organization of customized HubSpot training sessions tailored to the specific needs of the marketing teams.

Organization of workshops to understand targets, processes, and requirements of the client in order to implement and configure HubSpot solution based on customer needs. Organization of workshops to anticipate synchronization needs (which data, frequency, and direction of synchronization). Creation of a data model with synchronization rules for each property to/from Greenhouse or Salesforce, ensuring smooth data exchange. Definition of lifecycle phases and lead status according to customer use cases, providing a structured approach to lead management. Development of marketing assets aligned with the customer's graphic charter, including email templates, landing page templates, and form templates. Creation of automated scenarios for lead nurturing, retention, event registration, and newsletters, streamlining marketing efforts. Successful migration of 17,000 marketing contacts from Pardot to HubSpot, ensuring a seamless transition of data. Implementation of performance dashboards to track and measure the effectiveness of marketing initiatives. Customized training for HubSpot Marketing Hub users, tailored to their specific use cases and requirements.

Transforce had been using HubSpot for several years and wanted Markentive to help them enhance the platform with a more complete customer map and journey. System architecture design support for a data lake that would ingest data to HubSpot based on the companies robust business rules. Review of the data model and cleaning of the existing database to eliminate 90 properties (duplicates, unused, text entries). Simplification of workflows to automatically update lead statuses and/or lifecycle stages. Creation of a single sales pipeline consolidating data from 4 pipelines to enable better reporting. Implementation of an automation to validate any manual creation of new companies and prevent the creation of duplicate companies. Implementation of sales automation workflows to remove ownership of unqualified leads (to prevent the sales team from spending time on them) and to allow reallocation of former ownership once a lead is better qualified. Roadmapped the systems integration and data elements to support the company in managing post-customer acquisition lifecycle activities (upsell, cross-sell, retention and NPS) more seamlessly within HubSpot instead of through disparate tools and systems.