Intelligent Process Automation 

Convert more new leads and lost opportunities into sales.

 

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Our Conversational Marketing Process to

Fire Up Your Sales Machine

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STEP 1

Discovery & Consultation

We'll bring together your internal stakeholders to document your buyer’s journeys and identify all points of internal and external friction to create a blueprint for optimizing your marketing, sales, and service efforts to delight customers and free up your valuable resources.
STEP 2

Data Audit, Backfill, and Enrichment

A step-by-step process of auditing your current data, developing a data backfill strategy, and creating processes for collecting, enriching, and syncing data critical to automation, communication, reporting, and analytics.
STEP 3

Identify Integration Opportunities

Most businesses leverage multiple tech platforms including proprietary platforms as well as third-party platforms from telephony, marketing, proposals, accounting, and more. We'll identify the opportunities for integrations and develop the APIs to keep your business connected to a single source of truth.

STEP 4

CRM Implementation

We'll design and build your new optimized processes into your HubSpot Growth Suite platform, including data syncing, record customization, marketing automation, lead assignments, scheduled communications, sales and ticketing pipeline automation, and reporting. 
STEP 5

Training and Adoption

We'll assign your teams specific HubSpot Academy training videos during the implementation stage. After implementation is complete. we'll conduct live training with your individual teams based on their new processes within the platform. We'll also build an onboarding dashboard including a series of task-specific training videos and links to training resources to drive adoption into the future.
STEP 6

Activation and Optimization

After the new implementation is live and the new processes are adopted, we'll gather ongoing feedback to consistently iterate and improve your processes and identify new opportunities for automation within your HubSpot platform. 

Ready to take a technological leap in sales?

Let's Grow!

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