Case Study: Streamlining CRM & Data Automation for B2B Growth

Client: JOST International
Services Provided: HubSpot CRM Management, Automation, Data Cleaning
Platforms Used: HubSpot
Results: Improved lead tracking, enhanced CRM efficiency

Challenge:

JOST International, a leading trucking industry supplier, needed better organization within HubSpot to track leads, automate workflows, and clean up messy data.

Solution:

  • Created automated workflows to segment contacts based on lead stage and customer type.

  • Implemented CRM data cleaning processes, removing duplicate and incomplete records.

  • Designed a contact territory system for better sales team alignment.

  • Provided training and documentation to improve sales and marketing team adoption of HubSpot.

Results:

  • Improved lead tracking and sales pipeline visibility.

  • Increased sales team efficiency through better CRM automation.

  • Enhanced data quality, leading to more effective marketing campaigns.

Takeaway for Clients:

If your business struggles with CRM management or automation, I can help optimize HubSpot to ensure your sales and marketing teams operate more efficiently.