HubSpot implementation and DB import
In 2022, Medidee, a company specializing in the sale of medical devices, turned to Stratenet to implement HubSpot efficiently and align the company's marketing and sales.
At the time, Medidee :
- had no integrated software to manage its database, marketing and sales activities
- had no alignment between marketing and sales
- had not integrated customer satisfaction into its digital strategy
- had not sufficiently structured its sales department to ensure effective lead processing
Medidee therefore wanted to digitalize its sales processes and centralize all its data in a single tool. That's why the company turned to Stratenet.
of leads
In 6 months, the number of leads has soared thanks to our marketing actions
opportunities
In 6 months, the number of sales opportunities has risen sharply
of customers
In the space of 6 months, a number of new customers have been generated thanks to optimized sales processes.
Objectives & Challenges
Medidee's objectives were as follows:
- Implement HubSpot's Marketing Hub
- Implement HubSpot's Sales Hub
- Import its database into HubSpot and create lists and workflows for automatic assignment to these lists
- Deliver a consistent customer experience
- Train staff to use this new tool
- Increase employee engagement (both marketing and sales)
Solutions deployed
Actions included
- Setting up HubSpot's Marketing and Sales hubs to suit Medidee and its needs
- Import of Medidee contact and company files into HubSpot
- Creation of filter lists for contacts and companies
- Creation of workflows for automatic assignment of contacts and companies to different lists
- Implementation of Medidee personas in HubSpot
- Import/merge existing forms as required
- Creation of automatic assignment workflows for these personas, based on the answers given in the capture form fields
- Creation of sales pipelines adapted to company needs
- Customer journey mapping in HubSpot
The benefits
Once the mission was completed, Medidee benefited from :
- correctly configured HubSpot, according to its needs (Marketing Hub & Sales Hub)
- simplified forms
- correctly parameterized and automated pipelines
- a clearer view of its teams' performance
About Medidee
Company specialized in the sale of medical equipment for companies in this sector.
Company size : +50 people
Sector: Services
Market: B2B
HubSpot license: Marketing Hub Pro, Sales Hub Pro
Related services
- Marketing & Growth
- Sales & CRM
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