A leading Managed Service Provider in the United States wanted to integrate its industry ERP software, ConnectWise, with HubSpot's marketing capabilities using a third-party integration tool, Formstack Sync. The company also wanted to improve coordination between its marketing and sales teams by implementing a Lead Scoring system and a formal service level agreement.
The implementation's end goal was to understand the sales funnel in its entirety and to report on how leads move through each stage.
During the implementation process, Hubspot was fully set up and training was provided on both the platform and the Inbound marketing methodology. Documentation was also created for the custom needs of the client for future reference.
*Name withheld due to Non-disclosure
By helping this leading Managed Service Provider in the United States, the marketing and sales team were able to better report on critical marketing metrics with more accuracy to the CEO and Board of Directors.
More accurate marketing decisions can now be made due to improved data syncing on campaign performance and sales. We are retained to provide ongoing support for the CMO’s, Sales Director and Marketing Manager for ongoing support.
Erik S.
CMO, Managed Service Provider
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