Beans United
HubSpot and CRM
We set up the HubSpot CRM platform and processes so that teams can manage leads, opportunities and customer relationships more effectively.
We set up the platform and processes so that teams can manage leads, opportunities and customer relationships more effectively.
- HubSpot onboarding: we understand the company’s objectives and processes, set up the platform, build pipelines and workflows, prepare reports and train the team.
- HubSpot setup and integration: we configure HubSpot and connect it to the applications used by the company, such as e-commerce platforms, ERP, invoicing, payments, telephony and customer support services.
- HubSpot audit and process optimisation: we analyse the CRM, the quality and organisation of data, forms, campaigns, automations, lead handover to sales and reports. We provide recommendations and documentation for improvement.
- Monthly consultancy: we set objectives, analyse performance and provide regular recommendations for marketing, sales and the use of HubSpot.
- Tailored training: we train marketing, sales and customer service teams on the features they use in their day-to-day work.