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Project Name
Comprehensive HubSpot Enterprise Suite Integration & Management
Modernizing fragmented sales, marketing, and service operations using HubSpot Suite, and other relevant tools.
Medical Device Manufacturer
3 Months
United States
An advanced medical device manufacturer specializing in laser and light therapy products partnered with TRooInbound to enhance its fragmented sales, marketing, and service operations. The goal was to unify their varying systems, develop consistent processes, and build a single source of truth across both different brands.
Our client faced challenges with different disconnected systems, resulting in inefficiencies, siloed data, and no central source of management. Managing two distinct brands with distinct workflows and branding tactics required a platform that was capable of handling their business complexity. Additionally, their inconsistent processes across departments led to operational disconnects and fragmented data, further impacting efficiency.
TRooInbound began with seamless HubSpot implementation across brands and departments. These comprehensive solutions helped to solve our client’s challenges and bring them new success.
To streamline their operations, we implemented the full Enterprise HubSpot suite, consolidating marketing, sales, and service activities into a single platform. A custom “Items” object was created to track inventory movement and service records for devices. At the same time, data from Shopify was integrated with HubSpot through middleware, with plans for future Fishbowl integration.
We centralized data by migrating information from Constant Contact, Zoho, and individual sales reps’ databases into a unified HubSpot instance. Additionally, custom workflows and automation were developed to manage deal stages, ticketing, and task automation, enabling seamless team handoffs and improved accountability.
After implementing the process, we received the following results:
By implementing complete HubSpot services for our client, it became easier for us to streamline their workflows and make their operations more integrated. Ultimately, this helped in delivering impactful results. We remained successful in implementing our tailored workflows to overcome clients’ challenges and enable their businesses to operate more efficiently and cohesively.
a ctaWe will strategize our execution based on your requirement
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