Prepare HubSpot : After assessing your data, your HubSpot CRM needs to be ready to properly link all of your data , so all fields (called “properties” in HubSpot) should align with your previous system. HubSpot’s default properties may not match your previous structure, which means you’ll need to create custom properties or objects. This will ensure that you maintain familiarity with your data and fields after the transition. For more information, check out the 5 keys to a smooth HubSpot migration .
Perform Imports
We’re now ready to import—but not all of the data! First, we’ll do a test import to identify any errors or issues that may arise during the data transfer process. This test import serves as an opportunity to validate the job seekers database accuracy and integrity of the imported data, ensure everything is properly mapped and integrated within HubSpot, and fix any errors. After another round or two of test imports, you’ll have a smooth transition to HubSpot with the final import of all of your data.
Migration/Integration
If necessary, we take care of migrating/integrating your current CRM and customizing HubSpot. We have successfully implemented integrations with Salesforce, Pipedrive, Odoo and other tools.
Marketing Hub
Template Creation : Recreate your existing website, landing, email, and blog templates in HubSpot. HubSpot offers pre-built templates in the marketplace, but you can also start from scratch within the graphic design is the way you create and edit designs Drag & Drop editor , allowing for easy customization and personalization.
Define your audience : Buyer Personas and Lifecycle Stages will help you define your target audience and their stage in the customer journey. Understand their behaviors and pain points to create the right message in the right place at the right time . Maximize efforts to drive engagement and conversions.
Lead capture
It is best to use various inbound lead generation techniques such as lead scoring, forms, CTAs, email nurturing, etc. At mbudo, we help you develop a lead scoring strategy based on lead japan data behavior and activity, focusing sales efforts only on the best potential customers . Forms and CTAs capture data and generate traffic. Email nurturing guides potential customers throughout the purchasing process through relevant and personalized campaigns. And workflows automate processes as much as possible, saving your team time and effort.
Sales Hub
Defining sales channels : You need to work together to define and create pipelines and deal stages that fit your organization’s sales processes. Identify the deal properties required for each stage so that your salespeople have sufficient information at each point in the process. A structured sales process involves effective deal tracking and management.