Actaport wanted to run marketing campaigns while also enabling the sales team to manage contacts efficiently. The company chose HubSpot with Marketing Hub Professional and Sales Hub Starter. For the implementation, Actaport sought a partner who was proficient in HubSpot and could quickly grasp the realities of a B2B software company.
Mark Lotse started with the processes and tailored the CRM to Actaport’s way of working. We handled the onboarding for both Hubs, developed a lead scoring system, created templates for email campaigns and landing pages, and automated sales steps using workflows. Additional systems for licensing and support were integrated into HubSpot. A reporting framework made key metrics from marketing and sales visible. We provided ongoing training to the sales team throughout the implementation.
Today, the sales team can see at a glance which contacts deserve attention. Testers and new customers go through automated flows that introduce them to the product. After implementation, we remained on board through a monthly retainer: We provide ongoing advice on performance and regularly test email campaigns and forms using A/B testing.