In order to grow, Absolute Performance needed to be able to accurately identify potential cross-sell and upsell opportunities between its brands. By migrating all four brands from individual CRMs to HubSpot using Business Units, they can now clearly see all of their contacts and customers and monitor engagement without any confusion.
To execute this vision, API partnered with WEBITMD to consult, implement, and train their users.
Working with API’s CRM admin, WEBITMD carried out a robust implementation and training plan that moved one Business Unit at a time.
Properly planning a HubSpot data migration ensures the process runs smoothly and is an efficient use of time and resources. We ran an in-depth analysis of API’s current CRMs (Connectwise, Salesforce, and Zoho) and migrated all data for the client.
A consolidated tech stack can significantly lower operational costs and enhance overall efficiency. We brought all of API’s businesses together into one CRM. This included consolidating the various properties and technologies each business was using into a singular process.
With reliable, up-to-date data, companies can respond more efficiently to market changes and customer needs. We created an intricate system of automated workflows to assign all contacts and companies to the correct owners and brands and accurately update their data as they move through the pipeline.
Sales efficiency is key to success as it helps businesses close more deals in a shorter period of time. We worked with the sales teams on how to use the core features of Sales Hub to eliminate manual tasks and execute a high-performing sales strategy.
We created five custom dashboards — one for each business unit and one for C-suite executives — that reported on month-over-month revenue per unit, number of contacts and deals per unit, key lead sources for each unit, and more.
By working with WEBITMD, API was able to successfully consolidate its tech stacks and onboard all four of its brands onto HubSpot in less than six months. This included migrating more than 20,000 contacts from three CRMs and setting up a series of workflows and automations to unify their data and processes.
API transitioned from disjointed organizations to a single HubSpot CRM that has allowed them to build efficiency amongst their sales teams, simplify their campaign management, and have comprehensive performance reports at both macro and micro levels.