4 CRMS TO 1: A HUBSPOT ENTERPRISE IMPLEMENTATION

How WEBITMD helped Absolute Performance onboard 4 organizations onto HubSpot utilizing Business Units.

20,000+

CONTACTS

4

BUSINESS UNITS

3

MIGRATIONS

Challenge

Absolute Performance (API) acquired multiple companies over the past few years, each offering a unique set of IT services. They were all operating with their own CRMs, contacts, and sales processes. These disjointed systems made it difficult (or even impossible) to cross-sell and upsell between organizations.

Solution

Working with API’s new CRM admin, WEBITMD carried out a robust implementation and training plan that moved all their data onto one platform: HubSpot. By consolidating their brands within a single account, API gained strategic advantages and holistic insights into their marketing efforts.

Results

In less than six months, we helped API transition from four standalone businesses and CRMs to one consolidated HubSpot portal that promotes cross-selling and upselling opportunities among the Business Units.This included migrating more than 20,000 contacts and setting up numerous workflows, properties, and automations to streamline their processes and data.

Goodbye to disjointed systems

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.

OUR APPROACH

Working with API’s CRM admin, WEBITMD carried out a robust implementation and training plan that moved one Business Unit at a time. 

Migration

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.

Consolidation

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. 

Data Management

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 Training

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.

Reporting

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. 

OUR RESULTS

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.

DASHBOARDS, WORKFLOWS, TEMPLATES & MORE

Ready to grow?
Let’s Chat!

LOS ANGELES (HQ)
3685 Motor Ave. Suite 100,
Los Angeles, CA 90034
NEW YORK CITY
115 W 18th St, 2nd Floor,
New York, NY 10​011
SYDNEY, AU
1920 McKinney Ave, 7th Floor,
Dallas, TX 75201
All Rights Reserved © Copyright 2024 WEBITMD INC