SalesOps & Data Consulting

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.

CRM & Sales CRM redesign to support the alignment of the Sales, Customer Support & Marketing teams; Creation of custom properties, so that each team has access to the right information to carry out their activities effectively; Automation of CRM qualification for up-to-date segments, in real time; Activation of advanced features of the Sales Hub Professional to boost the performance of sales teams; Use of HubSpot's ABM features; Introduction of the Product object for more detailed forecasts of recurring revenue; Automations to increase team productivity: sending reminders, creating tasks, enriching CRM data via Workflows to reduce the number of time-consuming actions by sales teams. Marketing Automation Personalized marketing assets and automated scenarios to increase efficiency; Creation of personalized email templates & landing pages in Drag & Drop (thanks to the theme developed by Markentive); Automatic detection of “hot leads” through the implementation of a double scoring (behavioral and demographic). Customer service Deployment of an automated ticketing process to collect and manage customer support requests by category of the support request; Creation and deployment of an online Knowledge Base, connected to the Kwote application; A HubSpot chatbot connected to the Knowledge Base has been integrated into the Kwote application to respond in real time. A word from kwote "L’aide de Markentive dans la mise en place et la structuration de toute la partie Marketing sur HubSpot a été plus que précieuse. L’équipe m’a permis de découvrir l’outil dans sa globalité et de comprendre plus précisément son fonctionnement. L’accompagnement a été très complet puisqu’aujourd’hui j’ai pu acquérir une quasi autonomie sur l’outil : création des workflows, scoring comportemental et démographique, réalisation d’un scénario de nurturing, etc." Pauline Lecheminoux, Growth Marketing Manager, Kwote