Accelerating sales and marketing success with customized HubSpot onboarding
“Our Onboarding Consultant started with us as complete novices and was patient, articulate, and collaborative in helping us move from the very early stages of HubSpot implementation to intermediate and even advanced skill sets.”
- Industry
- Training & Education
- Region
- North America
- Duration
- 4 weeks
- Type
- B2B
- Solutions
- Onboarding
HubSpot products used
-
-
Sales Hub®
Professional
-
-
Marketing Hub®
Starter
-
-
Service Hub®
Starter
ProImpress is a premier training and coaching company dedicated to sales success, offering a comprehensive range of services including masterclasses, individual coaching journeys, and a subscription-based practice community. With over 30 years of experience, they specialize in helping sales teams and leaders develop essential skills, build authentic connections, and achieve high performance in competitive markets.
ProImpress required a robust CRM to scale their sales and marketing efforts and turned to HubSpot as their solution. accelant partnered with ProImpress to guide them through a strategic stand up of their HubSpot portal and train their team for long term success on the platform.
THE CHALLENGE
Large goals, limited timeframe
With a rapidly approaching brand launch, ProImpress required a fast and seamless HubSpot onboarding to enhance their sales efficiency and maximize the impact of their marketing efforts.
Operating with a small-scale team responsible for selling their coaching and talent development services, ProImpress was faced with the daunting task of standing up their HubSpot software in tandem with the execution of their strategic brand launch.
In addition, ProImpress faced other impactful challenges:
Expedited Data Migration
The client had to migrate over 1,000 contacts from various marketing, sales and LMS technologies - including, Insightly, EventBright, and Kajabi - within two weeks of their HubSpot software purchase to execute on their sales and marketing campaign strategies.
API Integration Requirements
With a robust existing techstack, ProImpress required API’s to integrate their data across platforms such as Kajabi, Eventbrite, Google, Zoom, Qwilr, and Monday.com to HubSpot.
THE SOLUTION
A rapid, customized onboarding roadmap
accelant’s team worked diligently to provide ProImpress with a comprehensive and customized HubSpot onboarding plan to help them stand up their critical functions with speed, focusing on their immediate need – the launch of their new brand – while also ensuring long-term efficiency.
Same-Day Kickoff
A quick setup was crucial to keeping ProImpress’ timelines on track and avoiding any disruptions. accelant was able to kick off with the team the same day they purchased their software to expedite their onboarding process.
Strategic CRM Segmentation
Extensive consulting on how to strategically segment the database for outreach was conducted to increase performance on sales and marketing outreach. This approach considered contacts from multiple brands and identified what approach ProImpress needed to use – such as A/B testing and batching sends - to ensure maximum impact with their initial outreach campaigns.
Creative Use of Accessible Tools
To maximize the impact of their limited Sales Seats and Marketing Hub Starter package, accelant recommended the use of sequences to amplify outbound messaging – significantly increasing the team’s ability to reach more contacts with their brand messaging.
“
Working with accelant has been a tremendous experience for our team, providing us with valuable knowledge and insight. Our Onboarding Consultant was patient and collaborative, guiding us from novice to advanced HubSpot users. They quickly understood our needs and delivered intelligent, executable solutions. We have tremendous respect for accelant and the services they provide.
Kelly Jenkins, Chief Operating Officer
THE RESULTS
Enhanced marketing efficiency and confidence
By migrating their marketing and sales efforts to HubSpot and partnering with accelant to strategically onboard their people, processes and data to the platform, ProImpress achieved several key outcomes:
4 Week Onboarding Execution | Faster Time to Value
By migrating their data within the first two weeks of onboarding and enabling the ProImpress team to be operational on HubSpot within four weeks of software purchase, accelant’s Onboarding Consultants drastically accelerated ProImpress’ ability to find rapid value on their platform investment.
50% Prospect Re-engagement | High Impact Brand Launch
accelant’s strategic guidance on leveraging HubSpot tools effectively and creatively empowered ProImpress to orchestrate a highly effective branch launch campaign, driving significant growth for their organization and resulting in 50% of their existing CRM database being re-engaged by their campaign activities.
Increased Operational Efficiency
accelant's tailored recommendations and strategic use of HubSpot functionalities streamlined ProImpress’s operations, allowing them to focus on core business activities without being overwhelmed by complex systems.
Interested in learning how your organization can benefit from accelant’s customized HubSpot Onboarding services? Contact us to discover how we can help you achieve your business goals efficiently and effectively.
