The Ed Tech company needed to streamline its sales process and deal management. They decided to integrate their existing CRM with 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. Know how webdew helped them to streamline the sales process.
Project Overview
Managing sales alongside other business operations is never easy and Join In Campus was no exception. To streamline their sales process, they decided to integrate HubSpot Sales Hub with their existing CRM, the Agent Panel, aiming to create a smoother, more connected sales experience.
They needed a suit that would simplify and streamline their deal management and reporting. webdew 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.
While handling this project, webdew goal was:
- To conduct a seamless HubSpot Sales Hub integration from their existing CRM
- To pull the entire data into HubSpot without any casualty, using custom Sales Hub 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.
With everything in place, the webdew team delivered exactly what the client needed. The client was pleased with both the expertise and the clear communication throughout the project.
Background
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.
It’s a wonderful Team. Mainly the support and instant services which we get from our web-dew representatives are remarkable. We really appreciate the efforts and the hard work put in by the entire team to explain to us everything about HubSpot implementation and integration with our system.
The team was webdew was very cooperative and have great expertise around HubSpot. They managed to complete all tasks within timeframe and that too with quality results. And also Meghana is very supportive, she give proper advise to each queries.
Implementation
Implementation includes the following steps:
- Syncing of data via API
- Creating custom properties
- Setting up sales pipeline with deal stages
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.
Results
The client only retreated with positive results. The entire team at 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 the HubSpot Marketing Hub to align their marketing activities with HubSpot.
Feedback
The client was happy while working with the wonderful team at webdew. The solutions that webdew team provided was to-the point as it helped the client to achieve the goals.
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