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Hubspot Case Study

TAYB

Strategic
Transformation
With Hubspot

Project Brief

The client is a prominent service platform that connects elite food providers with upscale clientele, emphasising quality and exclusivity in the culinary industry. Previously utilising Trello for operations management, they faced scalability and automation limitations as they expanded, so, they needed to enhance their operational efficiency and reduce the manual workload.

The primary objective was to transition them from Trello to HubSpot, enabling more robust management of contacts, companies, deals, and pipelines.

Project Scope

HubSpot Migration and Setup

Transitioning all operational processes from Trello to HubSpot, configuring the system to manage essential business elements efficiently.

WordPress API Integration

Developing a custom integration to automatically sync data from WordPress forms to HubSpot, thereby enhancing the sales pipeline’s efficiency.

Sales Pipeline Configuration and Automation

Setting up and automating the sales pipeline in HubSpot to include rotating deal ownership, stage-specific notifications, and a specialised onboarding pipeline for new contracts.

Advanced Integration Solutions

Implementing integrations with HelloSign and SignNow for automated document signing within the sales pipeline, and developing custom middleware to manage these processes.

TAYB
TAYB
TAYB

CHALLENGES & SOLUTIONS

Multiple System Integration

The integration of multiple systems and the need for custom API development posed significant challenges due to data transfer complexities and existing workflow discrepancies.

HubSpot's Native Limitations

HubSpot’s inherent limitations with workflows and automation required creative technological interventions to meet their unique business needs.

Tight Deadlines and Complex Configurations

The need for complex contract and quote setups with various deal-specific variations demanded a high level of customisation and precision.

TAYB
TAYB
TAYB
TAYB

OUTCOME

Streamlined Operations

Centralised and automated processes reduced dependency on manual efforts and improved overall workflow efficiency.

Enhanced Monitoring and Reporting

Custom reports and dashboards provided their leadership teams with better tools for performance monitoring and decision-making.

Cost Reduction

Automation and improved process efficiency resulted in notable reductions in operational costs and resource allocation.

TAYB
TAYB

Summary

TAYB leveraged strategic planning and agile methodologies to overcome complex operational challenges. They developed custom AWS Lambda middleware to enable advanced data transfer and automation beyond HubSpot’s native features. Additionally, they created dynamic HubSpot Quote templates for accurate, automated contract and quote generation based on deal specifics.

These tailored solutions and integrations enabled the client to meet tight deadlines while significantly improving operational efficiency and scalability. The project showcases how strategic digital solutions, custom development, and technology integration can streamline processes and drive sustainable growth, setting a new standard for operational excellence.

TAYB

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