Dealing with the data
Our first challenge was to combine all the fragmented data sets stored in various places, creating a unified body of information for multiple users to access.
Six & Flow held a workshop to understand the existing data sets, embedded processes, data organisation needs and areas for automation and improvement. Once this information was garnered, implementation was planned out across the HubSpot CRM.
Using information gathered in the workshop session, we identified where marketing automation and sales enablement could be introduced. This included integrations such as digital contract signing, live phone line validations and invoicing automations.
This CRM implementation and automation re-work empowers sales teams with information, saves them time and helps to manage workloads for enhanced revenue generation.