HubSpot Onboarding & Custom Events Management: Centralized Operations for Pro Nails
Streamlined & Unified Operations
Improved Event Management
Greater Autonomy & Agility
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The Brief
INTRO: ProNails, a prominent name in the nail care industry, primarily sells to B2B markets while targeting B2C customers through focused marketing efforts. As the company grew, managing operations with disconnected tools for sales, marketing, and service led to inefficiencies and silos.CONTEXT: Recognizing the need for a unified approach, ProNails sought to centralize their operations on a single platform to enhance efficiency, streamline workflows, and gain greater autonomy.MAIN CHALLENGES- Limited Autonomy
- Inefficient Event Management
- Fragmented Tools and Systems
- Inadequate Reporting and Analytics
- Lost Leads Due to Ineffective Follow-Up
Objective
ProNails wanted to bring their departments closer together by unifying their operations on a single HubSpot platform. They aimed to simplify their processes, make everything more accessible, and create a smoother workflow across sales, marketing, and service. The goal was to eliminate silos and make their daily operations more efficient and cohesive.
How we made it happen
We addressed ProNails' operational inefficiencies and fragmented systems with a tailored solution focused on streamlining processes, enhancing reporting, and empowering teams.
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Empowering Teams with Comprehensive Onboarding & Training:
ProNails needed adoption across its departments. We delivered custom onboarding for Sales, Marketing, and Service hubs, enabling their teams to adopt HubSpot quickly and collaborate efficiently. -
Centralized Operations with a Custom HubSpot Portal
ProNails struggled with disjointed systems. We built a unified HubSpot portal, giving them a single source of truth.- Revenue Segmentation: A new system based on customer revenue improved their targeting for marketing and sales.
- Revenue Tracking: ProNails now monitors financial performance in real-time, using this data to make smarter business decisions.
3. Data Migration for Consistency
With data scattered across multiple systems, migration was critical. We ensured a smooth transition, maintaining data integrity and eliminating duplicates, allowing ProNails to hit the ground running in their new system.
Custom Event Management Tool
We developed a custom event management tool within HubSpot, designed specifically for ProNails to handle complex multi-day events. Key features include:
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Multi-Day Event Handling: Seamlessly manages events with multiple sessions, ensuring smooth organization and attendance tracking.
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Autonomous Event Management: Empowers ProNails to manage scheduling, participation, and follow-ups independently, reducing the need for external services.
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Enhanced Reporting: Provides real-time insights into event performance, customer engagement, and revenue, helping ProNails make data-driven decisions.
This tool centralized ProNails' event operations, giving them full control, boosting efficiency, and improving visibility across their multi-day events.
Complexe management handling
Improved Autonomy
Enhanced control over reporting.
The Impact
Streamlined Operations and Increased Efficiency
Centralizing ProNails’ sales, marketing, and service tools into HubSpot eliminated inefficiencies from disconnected systems and reduced the need for external IT support. This unified approach improved workflow and coordination across departments, leading to freed up teams to focus on high-impact activities, significantly boosting overall efficiency.
Custom Event Management for Multi-Day Events
We developed a tailored event management tool within HubSpot that enabled ProNails to manage complex multi-day events, track attendance, and handle certifications. This gave them the autonomy to organize and manage events in-house, improving operational control and enhancing the customer experience.
Data-Driven Decision-Making with Enhanced Reporting
The implementation of custom reporting provided ProNails with valuable insights into customer engagement, event performance, and financial health. Armed with these actionable insights, the teams were able to make smarter, data-driven decisions, improving strategic planning and resource allocation.
Migration of 6 different HubSpot portals
BOUJEON, R.
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