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Service Hub Organization of projects and tasks Service Hub in full force Stage . Integrations Challenges HubSpot as a CRM platform Before we decided to spread the technological news and implement HubSpot with our clients, we felt obliged to have the highest degree of initiation in using this tool. The greatest strength of HubSpot is its universality well configured, it will perfectly fulfill its function at a given stage, but it is a tool that, like few others, can mature with the company. Due to Verseo s growing workforce and the industry s need to constantly adapt to new standards as well as, due to Verseo s business DNA, set such standards on a regular basis , there were many challenges along the way.
Our path from the implementation of HubSpot in to making it the heart pumping the digital blood of the entire organization is presented below. As usual transparent and without any tricks. Top As a beginning agency, we worked on Excel for the first several months. The growing Poland WhatsApp Number List base and subsequent layers of emails meant that it was simply not possible any longer we started looking for a CRM system that would allow for better management of contacts and relations with them. Over the following years, we tested several systems including Livespace and noticed one common feature in them CRMs grow slower than our company. So we assumed that our CRM must develop quickly and anticipate what we.
What did we need at this stage Our main goals at the beginning are Mailing sequences basic automation that in a commercial context allows you to return to prospects after a while and monitor cooperation opportunities Message templates with the growing number of emails, this has become a necessity The ability to make calls and record calls the basis not only for cold calling, but basically for commercial work as such. HubSpot responded to such requirements at the time. So we carefully decided to test the tool using the free version supported by sales licenses for merchants. Stage . Marketing Hub In terms of sales, HubSpot met our requirements, but the company grew strongly, and with it the scope of our activities.
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