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RevOps Case Study

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Case Study 01

RevOps Excellence:
How MobileAction Achieved
Unprecedented Growth

1

Project Overview

Client


HubSpot Subscriptions

  • Markeitng Hub Enterprise
  • Operation Hub Pro
  • Sales Hub Enterprise

Task

Enhancing Operational Efficiency and Revenue Attribution


Timeline

Ongoing

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Overview

MobileAction, a leading provider of data intelligence solutions, is dedicated to meeting the diverse User Acquisition (UA) needs of businesses. Their comprehensive suite of services empowers companies to navigate the competitive landscape and chart a course for success.

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Challenges Faced

MobileAction approached Hubxpert with a range of challenges hindering their operational efficiency and revenue attribution. These challenges included deal association issues, a flawed lead scoring model, a lack of streamlined lifecycle stage maintenance, inaccuracies in the original source tracking attribution setup, and a staggering 10,000+ duplicate records that needed consolidation.

Our Solution

Revenue Attribution Setup

Hubxpert meticulously set up a robust revenue attribution system for MobileAction. This allowed them to accurately attribute revenue to specific marketing channels and campaigns, providing a clear picture of the return on investment for each initiative.


Deal Association

Addressing MobileAction's deal association challenges, Hubxpert implemented a solution that seamlessly linked deals to the appropriate accounts, ensuring accurate tracking and reporting of sales activities.


Lead Scoring Model Implementation

Recognizing the importance of a reliable lead scoring model, Hubxpert developed and implemented a customized solution. This model enabled MobileAction to prioritize and focus on high-value leads, optimizing their sales efforts.


Lifecycle Stage Maintenance Automation

Hubxpert introduced an automated system for maintaining lifecycle stages, ensuring that leads progressed seamlessly through the sales funnel. This automation not only saved time but also improved the accuracy of MobileAction's customer journey tracking.


Original Source Tracking Attribution Setup Fix

To eliminate inaccuracies in the original source tracking attribution setup, Hubxpert conducted a thorough review and made necessary adjustments. This ensured that MobileAction could attribute leads accurately to their original sources, providing insights into the most effective marketing channels.


Duplicate Record Cleanup

Perhaps the most critical aspect of the project, Hubxpert successfully identified and merged over 10,000 duplicate records in MobileAction's database. This consolidation eliminated redundancy and enhanced data accuracy, contributing to a more efficient and streamlined operation.

Results

  • Achieve accurate revenue attribution, allowing for informed decision-making on marketing strategies.
  • Resolve deal association issues, ensuring a more accurate representation of their sales activities.
  • Implement a reliable lead scoring model, enabling a more targeted and effective sales approach.
  • Streamline lifecycle stage maintenance through automation, saving time and improving accuracy.
  • Enhance the accuracy of original source tracking attribution, providing insights into the most effective marketing channels.
  • Significantly reduce data redundancy by merging over 10,000 duplicate records, leading to a cleaner and more efficient database.

MobileAction's partnership with Hubxpert exemplifies the impact of tailored data solutions in overcoming complex challenges and driving sustained business success.

Case Study 02

Innovative Display:
How Vestaboard Transformed Its Digital Presence

4

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Pro
  • Sales Hub Pro
  • Service Hub Starter
  • Operations Hub Enterprise
  • CMS Hub Enterprise

Task

Transforming Digital Presence


Timeline

6 Months

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Overview

Vestaboard, a leader in home decor technology, aims to blend technology and aesthetics, transforming how people engage with art and information.

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Challenges Faced

Vestaboard faced challenges with ineffective landing pages that failed to engage visitors or convert them into leads, suboptimal lead generation forms that were not user-friendly, and a disorganized CRM system that hindered targeted marketing and sales efforts based on customer lifecycle stages.

Our Solution

Hubxpert, a leading agency specializing in inbound marketing and automation, took on the challenge to transform Vestaboard's digital presence and optimize their operations. Here's how Hubxpert made a difference:

Landing Page Development

Hubxpert designed and developed a stunning landing page for Vestaboard's official website. The page was crafted to highlight the unique features and benefits of Vestaboard, creating a compelling narrative for visitors.


Form Creation

To capture visitor data and inquiries effectively, Hubxpert created user-friendly forms that seamlessly integrated with Vestaboard's website. These forms facilitated lead generation and customer engagement.


Contact and Company Lifecycle Stages

Hubxpert implemented a robust CRM system, organizing Vestaboard's contacts and companies into well-defined lifecycle stages. This allowed for targeted marketing and sales efforts based on where prospects and customers were in their journey.


Segmentation

Using advanced segmentation techniques, Hubxpert segmented Vestaboard's contacts and customers based on various criteria such as demographics, behavior, and engagement. This allowed for highly personalized communication and marketing campaigns.


Reporting and Analytics

Hubxpert created a suite of reports to provide Vestaboard with valuable insights into their business performance. These reports included campaign performance, sales metrics, team performance, lifecycle stage analysis, marketing insights, contact sources, and conversion rates. This data-driven approach helped Vestaboard make informed decisions and optimize their strategies.


Full-Service RevOps

Hubxpert worked hand in hand with Vestaboard as their Revenue Operations (RevOps) partner, aligning marketing, sales, and customer success efforts for maximum efficiency and growth.

Results

Through Hubxpert's collaboration, Vestaboard experienced a significant transformation in their operational efficiency. The newly designed landing pages and streamlined customer management processes empowered Vestaboard to engage with their audience effectively, convert leads into customers, and make data-driven decisions to boost their business growth.

Case Study 03

Seamless Integration:
DoubleCloud's Data Infrastructure Transformation & Automating Success

3

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Professional
  • Sales Hub Professional
  • Service Hub Professional
  • Operations Hub Professional
  • CMS Hub Professional

Task

Empowering with Data Infrastructure and Automation


Timeline

1 Year

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Overview

Double Cloud is a leading tech company dedicated to supporting both startups and established organizations in building cutting-edge data infrastructure for real-time data analytics. Their focus lies in offering fully managed, open-source technologies, enabling their clients' data engineers to concentrate on product innovation while Double Cloud takes care of the technical intricacies.

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Challenges Faced

Double Cloud approached Hubxpert with the challenge of streamlining their operations and enhancing their client segmentation process. They needed assistance in scraping warm leads from platforms like LinkedIn, Crunchbase, and Amplemarket, implementing comprehensive email automation, and integrating various marketplace apps. Additionally, they required insightful reports for data-driven decision-making and tools to assess team member performance effectively.

Our Solution

Efficient Lifecycle Setup

Hubxpert designed a seamless customer journey, optimizing lead generation and conversion processes.


Targeted Lead Generation

Leveraging high-cost tools, warm leads were scraped from LinkedIn, Crunchbase, and Amplemarket.


Strategic Automation

Hubxpert implemented advanced email marketing, integrated calling tools, and automated deal processes.


Custom Reports

Tailored reports were created for data-driven decision-making and team performance evaluation.


Personalized Email Campaigns

Hubxpert designed personalized emails, significantly boosting open and click rates.

Results

Thanks to Hubxpert's strategic interventions, Double Cloud experienced remarkable improvements in their operational efficiency, customer engagement, and sales processes. The implementation of advanced automation not only saved time but also enhanced the overall customer experience. The personalized approach to email marketing resulted in significantly higher open and click rates, driving more conversions. The detailed reports provided valuable insights for data-driven decision-making, enabling Double Cloud to make informed strategic choices and enhance team performance effectively.

Case Study 04

Driving Growth:
Pinkcube's Journey to Enhanced Efficiency

1 (2)

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Enterprise
  • Operations Hub Pro
  • Sales Hub Enterprise

Task

Optimizing Efficiency and Growth


Timeline

6 Months

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Overview

Pinkcube, a leading provider of promotional items, prides itself on delivering a seamless experience for its customers. With a commitment to fast processes, transparent costs, rapid delivery, and top-quality products, Pinkcube ensures that ordering promotional items is as effortless as possible.

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Challenges Faced

When Pinkcube approached Hubxpert, they sought to streamline their operations and enhance customer experience. They needed a comprehensive solution to manage their ticketing system, integrate various platforms, and generate insightful reports to measure their team's performance and overall company growth.

Our Solution

Hubspot Setup

Hubxpert established a customized Hubspot platform for seamless customer management.


Ticketing Automation

Implemented automated ticketing systems, ensuring prompt and accurate customer interactions.


Integration Mastery

Integrated Stella-connect and Hubspot via API for unified feedback management.


Custom Reporting

Developed detailed reports for informed decision-making, covering team performance and sales activity.


Process Optimization

Automated deal workflows, improving efficiency in order processing and fulfillment.

Results

Efficiency Boost

Streamlined processes led to seamless order management and increased productivity.


Enhanced Customer Experience

Prompt ticket resolution and unified feedback improved customer satisfaction.


Data-Driven Decisions

Detailed reports empowered Pinkcube to make informed, strategic choices.


Sustainable Growth

Improved operations positioned Pinkcube for continued success and expansion.

At Hubxpert, we specialize in transforming businesses. Contact us today to elevate your operations and enhance customer satisfaction.

Case Study 05

RevOps Success:
4G Clinical's Empowerment through Our Innovative Solutions

4 (2)

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Enterprise
  • Sales Hub Professional
  • Operations Hub Professional
  • CMS Hub Professional

Task

Empowering Global Impact


Timeline

3 Months

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Overview

4g Clinical operates at the intersection of passion and purpose. With a profound intolerance for delays in clinical research hindering the delivery of novel therapies to patients, they are dedicated to making a significant impact on patients' lives worldwide.

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Challenges Faced

4g Clinical approached Hubxpert with a critical challenge: they needed a robust system to manage their global online presence effectively. The goal was to ensure seamless access to their website for visitors from different countries while implementing efficient data management solutions.

Our Solution

Global URL Redirection System

We implemented a sophisticated URL redirection system based on the visitor's country. This ensured users were automatically redirected to the most relevant and localized version of the 4g Clinical website, enhancing their browsing experience.


Custom Marketing Reports

Leveraging a custom dataset, we developed comprehensive marketing reports for 4g Clinical. These reports provided valuable insights, enabling data-driven decision-making and optimizing their marketing strategies for better reach and engagement.


Lifecycle Stage Sync Automation

We set up an advanced lifecycle stage sync automation system for 4g Clinical. This streamlined their lead management process, ensuring that leads were appropriately categorized and nurtured throughout the sales funnel, leading to improved conversion rates and customer satisfaction.


Contacts Created Source Automation

To enhance their customer relationship management, we established automation to track the source of newly created contacts. This not only provided valuable information on the origin of their leads but also facilitated targeted marketing efforts, driving higher engagement and conversion rates.

Results

Our tailored solutions empowered 4g Clinical to optimize their online presence and streamline their internal processes. The implementation of the global URL redirection system led to increased user engagement, ensuring that visitors from diverse regions had a seamless experience on the website. The custom marketing reports provided actionable insights, enabling 4g Clinical to refine their marketing strategies effectively. The automated systems enhanced operational efficiency, allowing 4g Clinical to focus more on their core mission: accelerating clinical research and improving patients' lives globally.

Case Study 06

RevOps Impact:
Optimizing Mental Health Services for Seniors

5

Project Overview

Client


HubSpot Subscriptions

  • Marketing Hub Enterprise
  • Sales Hub Professional
  • Operations Hub Professional
  • CMS Hub Professional

Task

Empowering Global Impact


Timeline

3 Months

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Overview

Total Life Online Therapy specializes in providing mental health services for seniors struggling with anxiety, depression, cognitive decline, and chronic pain. Our experienced and affordable Medicare psychologists offer personalized care and online counseling services that take insurance, making it easy and convenient for seniors to get the help they need.

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Challenges Faced

The main problem they faced  was they didn't have a perfect system where they could accurately understand where the contacts were coming from.  They were running a lot of ads on multiple platforms like LinkedIn, Google and Meta ads. But they did not have a system where they could properly understand where all of their conversions and contacts were coming from . 

They also had a disorganized system without any solid lead scoring or without any Automations to help them through complex tasks and manual labor.

Our Solution

HubSpot Optimization

Hubxpert set up a system, connecting Total Life’s HubSpot with all the other platforms, and importing their data from those platforms as well.


Lead Scoring

Hubxpert also set up lead scoring for their HubSpot account, making their lead priorities better suited and their system more efficient.


Automated Email System

Hubxpert implemented systems for automated emails, both cold and marketing.


Comprehensive Reporting

Hubxpert implemented a robust reporting system, generating detailed reports on Total Life’s ad performance. These reports provided valuable insights, enabling data-driven decision-making for their marketing strategies.

Results

Improved HubSpot Performance

The optimized HubSpot setup led to enhanced efficiency in Total Life’s marketing workflows, ensuring seamless automation and improved customer engagement.


Increased Lead Generation

The strategically designed landing pages significantly boosted lead generation efforts. Engaging content and intuitive design captured the audience's interest, resulting in a higher conversion rate.


Informed Decision-Making

The detailed performance reports offered Spiketing valuable insights into their marketing campaigns. Informed decision-making based on data analysis allowed them to refine their strategies, maximizing their ROI.

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