Our Services

for HubSpot Teams

Your Goals

  • Do you want to implement HubSpot as a CRM system, digitize your sales processes and seamlessly integrate your CRM with your technology stack?
  • Do you want to make the most of the HubSpot CRM platform?
  • Are you looking for a way to pool customer touchpoints from marketing, sales & professional services into one database?
  • Would you like to establish the revenue operations approach in your company?

Our way to achieve your goals

We act as your sparring partner and work on your goals together. It is important for us to provide you with the know-how you need to achieve these goals.

For this purpose, we analyse not only the goals but also the methods and processes (operations) as a first step. Afterwards, we focus on the topic of software: Which software do you use, and how can it be tailored to carry processes and make information available? Which new software makes sense? The result: The right data you need to make decisions. Together, we will define how and to whom data is transferred. Our goal: to break down silos or prevent them from emerging in the first place.

Layer

 

Our Services for HubSpot Teams

We help companies make the most of the HubSpot CRM platform. We act as your sparring partner along our three growth layers: operations, software and data.

OPERATIONS

Enablement & Sparring

We define how you pursue and achieve your marketing, sales, professional services & HR goals using the right, integrated methods, efficient processes and skills. The goal: Implement the revenue operations approach in your organisation and according to your requirements.
Operations

 

 

Examples

  • Objective-based onboarding for the HubSpot Hubs
  • Individual onboarding for the HubSpot Hubs
  • Training and enablement for HubSpot use
  • Documentation for the HubSpot setup
  • Sparring and best practice assistance during the introduction and use of the tools in everyday business
  • Templating (migration, template adaptation and implementation of individual designs)
  • Mapping of business processes in HubSpot
  • Mapping the organisation in HubSpot
  • Case-related best practice sparring
  • Consulting concerning established and new HubSpot tools

SOFTWARE

Implementation & Integration

By implementing the HubSpot platform, we are pooling all customer touchpoints from marketing, sales, HR & professional services into one database. The platform allows us to map efficient processes geared towards customers and applicants in a central database. Intelligently integrated (APIs) and easy to use.
Software

 

 

Examples

  • Implementation and roll-out of Marketing, Sales, Service, CMS and Operations Hub
  • Data migration/consolidation and mapping of the business-typical object model
  • Implementation and introduction of interconnected Marketing, Sales & Service Hub, CMS Hub with CRM database
  • Interfaces to marketing, sales, quotation, social selling, telephony, call scheduling, meeting, proposal and ERP/business tools

DATA

Acquisition & Information

Thanks to the platform approach, which combines the results from website, CRM (marketing, sales, HR & professional services), HubSpot (if used correctly) ensures maximum transparency for all stakeholders of the platform.
Data

 

 

Examples

  • Performance reviews of reps, teams, pipelines, e-commerce, products, new business vs existing business, recurring revenue, project analysis and management
  • Development of standardised reports, dashboards
  • Data management workflows and routines
  • Data enhancement via web services or Operations Hub
  • Optimisation of the data model
  • Establishment of attribution reports

“TRIALTA has been a real godsend. Every step is smartly deliberated and implemented from start to finish. Yet TRIALTA does not simply act as an "implementation agency" but develops the team from inbound rookies to inbound experts. They sort out problems quickly–and with the right tips, they make planned campaigns a walk in the park.”


Andreas Leidenfrost
Toyota Material Handling Deutschland GmbH

You, too, can get off to a flying start with us


Simply schedule a consultation appointment. We would be happy to assist you as your sparring partner.

 
Schedule a meeting