The Ed Tech company needed to streamline its sales process and deal management. They decided to integrate their existing CRM to HubSpot in order to achieve that. It was a crucial task since all their data had to be managed and carefully integrated into HubSpot. Join In Campus chose webdew for this project, considering our resources and expertise.
What is Join In Campus all about?
Join In Campus is one of the leading Ed-Tech companies in the world. They specialize in France and Europe and operate across countries like the USA, Canada, UK, Australia, India, etc. They have been working across the globe since 2008. They provide expert assistance and consultancy in helping students and associates to choose the right study abroad destination.
Purpose of Sales Hub Integration
It indeed serves to have an integrated, compact, and clean sales process with minimalistic entities and objects. It simplifies the processes and provides better reporting facilities. Thus, Join In Campus opted for HubSpot sales integration.
Goals
- To conduct a seamless integration from their existing CRM to HubSpot Sales Hub.
- To pull the entire data into HubSpot without any casualty, using custom integration.
- Automate sales processes through HubSpot to help them track deals and reporting.
- Help their team with onboarding to help them transition from Agent Panel.
Why webdew?
Our client, Join In Campus, integrates HubSpot Sales Hub into their existing CRM named Agent Panel to have a seamless sales experience. They needed a suit that would simplify and streamline their deal management and reporting. wedew is a full-service Inbound Marketing agency and one of the top Video Production companies, with a good hold in Marketing, Websites, Videos, and HubSpot services.
It is the one and only HubSpot Diamond Certified Partner Agency in India. Our highly dedicated team comprises HubSpot certified digital marketing experts, business analysts, web designers & developers. Thus, we are skilled in conducting HubSpot integrations and have a solid reputation in HubSpot management services.
Finally, we cover the onboarding process so the client can have a smooth start at HubSpot.
What makes webdew fit the bill?
- Proven track record
- Upfront communication
- Good turnaround time
- Experienced professionals
- Quality work
Process and Problem solving
Analyze the scope of work
Once the project comes in, our team thoroughly examines the client requirements and the state of their present CRM to gauge the scope of work. Here they estimate the possible difficulties and find solutions to suit the client's expectations.
Figuring out the challenges
Once we go into the depth, we encounter and explore various challenges that the client might overlook while handing over the project. These challenges may cause difficulties in the implementation phase or make the integration risky.
Planning and Strategy
Once we have gauged out all the possible challenges, we create a strategy for implementing that would resolve the issues and make way for an intact implementation.
Assigning developer
Once our HubSpot team has strategized the plan of action, we assign the project to the developer. webdew houses skilled and certified developers who are experienced in HubSpot migration.
Implementation
Implementation includes the following steps:
- Syncing of data via API
- Creating custom properties
- Setting up sales pipeline with deal stages
Testing
Once we have done the migration, we run thorough testing to ensure that nothing is misplaced and the client team can access the data without any difficulty. Once we have made sure everything is as it should be, we proceed for delivery.
Delivery
At webdew, we take commitment very seriously. Missing deadlines is not our ball game. Thus, like almost every project, we made sure we completed the HubSpot Sales Hub integration for Join In Campus within the given timeline.
Result
The client only retreated with positive results. The entire team of Join In Campus can now smoothly maintain A to Z's sales process using HubSpot tools. They were so impressed with the solution that they are leveraging HubSpot Marketing Hub to align their marketing activities with Hubspot.
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