Increase in outbound sales rep productivity
Decrease in manual dis/qualifying prospects
Weeks to complete the migration, integration and optimisation
To successfully migrate HubX from Pipedrive CRM to HubSpot, integrate Drift, the conversational marketing platform and sales enablement tool.
Then sanity-check and optimise the current chat playbooks that nurtured website traffic enquiries and routed prospects to the correct sales reps.
Finally, we had to build their performance reporting dashboard in HubSpot to conclude the process.
A six-week project to complete the full requirement was set up. The CRM move took under two weeks, which was not the main issue. The setup of Hubspot and the integration of Drifts playbooks required more work as custom attributes in Drift and custom fields in HubSpot needed creating.
In addition to mapping and setting up fields in both platforms, breaking down the chat playbooks in Drift and applying best practices took three weeks. Once we had this down, we rebuilt part of the playbooks before ensuring the automation of completed actions kicked off HubSpot workflows.
We finalised the reporting requirements in Hubspot in two weeks.
HubX is now effectively set up to run a smaller sales team handling more extensive traffic and inbound enquiries. Drift is disqualifying leads, and routing leads to the incumbent sales team.
The CRO with who we worked closely on this project told us productivity was up 20% and that admin was down by 40%.
CRM data was better enriched, and the nurturing sequences were supporting the sales teams' inbound and outbound activities.