Digitizing growth and migrating to HubSpot CRM

About Medidee

Medidee specializes in the sale of medical equipment. It supports companies in the medical sector in their equipment needs, while ensuring that their processes are optimized for growth.

Challenges

• No integrated software to manage database, marketing and sales activities.
• No synergy between marketing and sales teams.
• A digital strategy that does not take into account customer satisfaction or the target customer's buying path.
• Sales management insufficiently structured around data for optimal lead processing.

Faced with these challenges, Medidee wanted to centralize all its data and processes in a single tool, HubSpot, to optimize the efficiency and consistency of its operations.

Objectives

The objectives defined for Medidee were as follows:

• Implement HubSpot Marketing Hub and Sales Hub.
• Import and structure the existing database into HubSpot.
• Create intelligent lists and automatic assignment workflows.
• Deliver a consistent, seamless customer experience.
• Train teams to use HubSpot.
• Improve marketing and sales team engagement.

Solutions deployed

Stratenet implemented a series of actions to meet Medidee's specific needs:

1. Setting up the Marketing and Sales Hubs
   Adaptation of HubSpot to Medidee's specific requirements to maximize the efficiency of both departments.

2. Database import
   Integration of contact and company records in HubSpot, with clear categorization via dynamic lists.

3. Automatic assignment workflows
   Automate sales processes with workflows that automatically assign contacts and companies to the right lists.

4. Implementation of personas
   Create personas in HubSpot to personalize and automate lead management based on data captured via forms.

5. Forms optimization
   Simplify and merge existing forms to improve lead capture and processing.

6. Customized sales pipelines
   Creation of sales pipelines tailored to Medidee's specific needs, facilitating the management of opportunities and sales.

7. Customer journey mapping
   Detailed tracking of the customer journey, from first interaction to conversion into a loyal customer, via HubSpot.

The benefits

At the end of the project, Medidee benefited from a fully integrated and parameterized HubSpot solution to support its growth efforts:

• HubSpot optimization
  A perfectly configured HubSpot, integrating both Marketing Hub and Sales Hub for seamless operations management.

• Streamlined processes
  Automated forms and workflows facilitate lead capture and management.

• Enhanced performance visibility
  Automated sales pipelines and tracking dashboards provide a clear view of the performance of marketing and sales teams.