Understanding client objectives
To achieve the results, our first step was to get on a call with the client and understand all the points and objectives so that we could deliver the right solution as per their expectations. After which, we defined the project objective, which is to educate the client about HubSpot functioning, how we can import data into HubSpot, how to store contacts and companies and how to associate them, connect website with HubSpot, how to create deals, tasks, meetings, emails to contacts, and create reports.
Once the client's requirements and project objectives are clear, we begin with the implementation of the project. We performed the onboarding sessions for our client so that the entire process can proceed smoothly. As our main task was to organize/correct the hefty data in the excel sheet provided by the client, so we created properties, and then imported it.
After organizing data in the excel sheet, properties were created in HubSpot and then data was imported associating contacts and companies.
Then the data segmentation was done based on the enquiries by contacts so that further marketing or sales activities can be done accordingly.
Testing & Delivery
After the implementation of all the tasks, we performed the audit. By going through the testing phase, we will ensure that every single task is working properly so that clients can easily achieve what they aim for. Once everything was all set, we successfully delivered the project to our client and waited for their response.