Meet the Team

  • Connor_Square-1.png
    Connor Sullivan
    Inbound Consultant

    Your IC will work alongside you to support your sales strategy and business objectives, making sure you have all the strategy resources and advice you need to effectively use the HubSpot sales tools.

Meet Our Team

  • Connor_Square-2.png
    Connor Sullivan
    Inbound Consultant

    Your IC will work alongside you to support your sales strategy and business objectives, making sure you have all the strategy resources and advice you need to effectively use the HubSpot sales tools.

  • CRM Integration Audit

CRM Integration Audit

CRM Integration Audit

During this engagement, you’ll work with an expert Technical Consultant to ensure your CRM integration is fully functioning. Closed loop reporting, lead qualification and contact segmentation are essential for any business; and your CRM integration is an essential part of lead management.

We'll help you get the integration in order, manage your data effectively, and get the reporting your organization needs. Your CRM and HubSpot should be talking to each other in a way that makes your marketing and sales initiatives run more smoothly. Let us help you make that happen.

What's Included

  • A dedicated technical consultant
  • Eight one-hour consulting session OR one-onsite session 
  • Discovery of current integration goals and challanges
  • Technical integration set-up
  • Assistance buidling custom reports in HubSpot as well as your CRM
  • Strategic assistance on topics such as lead scoring, inclusion lists, field mapping and contact segmentation. 
 

 

Key Details

Price:

Setting: Remote

Level: All Levels

Legal Description

Our consultant Connor was such a pro. He went the extra mile to make sure we got setup correctly and were prepared to train our sales staff.

Jim Harris

Paul Mueller Company

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