The engagement involved transitioning a client from HubSpot CRM to Salesforce while establishing a comprehensive sales process. The work spanned the entire customer journey, beginning with lead generation and extending through deal closure.
Key Accomplishments
- Lead Stage Mapping: Defined and mapped lead stages from existing systems into the new Salesforce workflow structure
- Process Design: Created an end-to-end sales process covering the complete lifecycle from lead creation to closed-won deals
- Team Training: Educated the sales team on new Salesforce procedures and best practices
- Go-Live Support: Provided implementation support during system launch
- Adoption Management: Drove post-implementation adoption efforts across the organization
- Tool Integration: Maintained HubSpot specifically for landing page form submissions, with data passing into Salesforce to enable tracking of recent form engagement activities