Challenges
What we have done
Service Delivered

Zamakhchary & Co. (Z&Co.) needed to implement a CRM system from scratch to centralize their client and contact management.They also needed to enable marketing automation and train their internal team on how to properly utilize various sales and marketing tools..

Fully onboarded the team to HubSpot CRM from the ground up.
Imported and cleaned existing, unstructured data.
Built custom lifecycle stage models tailored to their processes.
Created custom properties/fields for enhanced usability.
Designed marketing emails, lead capture forms and landing pages.
Consolidated and standardized job titles.
Delivered team training sessions on CRM usage and automation features.
Created performance dashboards to give team leads visibility into sales and marketing efforts.
Connected multiple third-party tools

HubSpot Onboarding
Sales & Marketing Automation
CRM Setup and Data Management
Custom Field Creation
Team Training
Reporting & Dashboard Creation

3

Performance Dashboards

15 +

Sales Automations

5 +

Marketing Automations

Zamakhchary & Co

Industry

Size

Location

3

Performance Dashboards

15 +

Sales Automations

5 +

Marketing Automations

3 +

HubSpot Forms

20 +

Custom Fields

1

Sales Pipeline

5

Team Training Sessions

5 +

Automated Marketing Emails

1

Lifecycle Stage Framework