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Marketing
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Our B2B clients are often looking for assistance with targeting prospects in the most relevant way. With HubSpot, we help  them devise specific segments and create lists. They can also build their customer journey right into HubSpot and automate interactions such as email, SMS notifications, and push notifications via an app based on trigger behaviors.

For example, when a rep moves a prospect contact to “lost,” the platform moves them into a segment where they receive relevant nurture communications.

With campaigns, marketers can avoid “spray and pray” tactics and instead tag assets to track the ROI on specific assets. HubSpot’s automation also linsk sales and service. For example, if a client has an open service ticket, through an automation, HubSpot will send a “how did we do?” email. If the client is happy (based on the feedback rating), the automation in HS tags the client for upsell or other marketing campaigns.

In short, by taking data points from sales and service and creating automations based on this customer information behavior, users can execute highly personalized communication that converts at a higher rate and supports customers better. 

If you’re ready to eliminate manual processes and enhance productivity, reach out to one of our Marketing Automation experts today.
Marketing

Sales
Hub

WiIth the right sales enablement tools and processes, sales teams can vastly improve their effectiveness and the efficiency of tasks, freeing them up to focus more on developing, nurturing and strengthening relationships.

For organizations wanting to do Account-Based Marketing (ABM), HubSpot’s platform offers the flexibility to build a data model where team members can tag target accounts and automate communications in an individualized way with personalization tokens.

At Periti, we understand how to build the right data model and sales enablement processes to support sophisticated sales strategies and processes. And, using HubSpot, we also make it easy to share reports with decision makers and non-users of HubSpot.

From a process standpoint, Periti helps you put the right guardrails in place in HubSpot to enforce specific gates or requirements for pipeline stages. For example, in a velocity selling environment, HubSpot could close an open lease with no action.

For sales teams, HubSpot becomes the center of truth for commissions, leads and everything needed to manage sales performance. For instance, if a salesperson assigned to a lead is not working that lead, HubSpot can automate the process of moving it to someone else.

If you’re looking to upskill your sales strategy and leverage the robust sales enablement capabilities in HubSpot, schedule a call with one of our Sales Hub experts.
Marketing

Services
Hub

Providing great service starts with having complete customer information easily accessible. With HubSpot’s Service Hub you get a full view of what’s happening with the customer. You can see any open support tickets, open deals, and interactions with marketing.

You can also set up rules such as using account scores where you ensure high-value accounts get priority service. And, because Service Hub connects with your CRM, you’ll have access to that customer data.

At Periti, our HubSpot experts help customize service automations to the way you want things to work and the rules you want in place. For example, you can route high priority customers to more senior reps or route an inquiry about a specific topic to the company expert. And, with a Jira integration, you can launch automations in HubSpot with what happens in Jira and circle back to the customer to validate satisfaction.
Marketing

Operation
Hub

From an operations perspective, HubSpot lets you manage your data in a very specific way. A best operational practice is to standardize the formatting of your entire CRM. For example, you can set a requirement that every contact name entered starts with a Capital letter. Another data benefit is HubSpot’s strong de-dup capabilities. Using de-dup functionality can help ensure that customers and prospects do not get multiple emails intended for two different targets.

With HubSpot, you can also build custom-coded actions such as getting information from different systems via data access APIs using a Webhook. As an example, let’s say that a customer states that a package not been delivered, Operations Hub can trigger a workflow to send a package inquiry for shipping information and tracking information to the warehouse.

Periti helps clients get the most out of Operations Hub by building custom-coded actions and breaking data down into data sets.
Marketing

Content
Hub

HubSpot’s biggest application of AI is in the Content Hub. With this module, you can manage Podcasts, Case Studies, Landing Pages, Paid ads and more all in one location. You can even Input your content voice and HubSpot’s generative AI capabilities will speed up content creation using your voice.

HubSpot’s CMS also streamlines content distribution. Reformatting content based on distribution medium is fast and easy. At Periti, we help clients set up their CMS and even provide customized user training to team members.