Customer lifecycle systems optimised

Making HubSpot work with your CRM is key to serving your customers

Your Marketing team leverages HubSpot, while your Sales team utilizes SalesForce, MS Dynamics, or Pipedrive. Additionally, your SDR team employs Salesloft, Outreach.io, or even a spreadsheet. The Sales to Service handover introduces yet another platform, and different markets rely on various enrichment platforms.

Although these tools are essential for your team's success, they do not contribute to a smoother customer journey.

I specialize in assisting your team in streamlining your technology stack and mapping out your customer journey across multiple systems. This results in a seamless customer experience and enhances the workflow for your teams.

Integrations

Mapping HubSpot to your CRM

Connecting HubSpot to your CRM is essential for a seamless transition between Marketing and Sales, but it also presents a fresh array of tasks and potential challenges to tackle.

I provide comprehensive support to your team by creating a detailed process map for both the present and future state. In addition, I handle the setup of integrations and guide your team through resolving any data hygiene issues that may arise after the integration is implemented. I also assist in refining your existing processes to ensure a smooth and optimized flow of data between your systems and teams.

Set up and manage integration

Create process, map and create fields

Structure lead handover and manage data hygiene issues

Toolstack alignment

Integrate or consolidate?

Are you undecided about integrating your current systems? Perhaps you are evaluating if your existing toolstack still meets your needs and if you can leverage additional functionality from one of your platforms.

With my experience working closely with various businesses on different platforms and HubSpot setups, I am here to provide you with the perfect toolstack that will benefit both your team and your customers. My goal is to simplify your processes and streamline the tools your teams use, resulting in clear and efficient workflows, reduced data duplication, and a reliable source of information on your prospects and customers.

HERE TO HELP YOU

Need help with migrating and maintaining integrations? I've got you covered. Ensure your team has the right support for this project.

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"Nikita took a complex and controversial subject and delivered a laid back, inviting and of course, informative talk."

Rikke Lear

Director, Digital 22