The team at Sax LLP was looking for a solution to bring all of their users into a single CRM in order to have a single source of truth for their business.
As a company, they were running the business traditionally and mostly offline and knew they needed to undergo a digital transformation.
Specifically, they were looking for a way to integrate Wolters Kluwer — a tax and accounting project manager software that is key to their operations — with HubSpot.
Implement 2 enterprise-level HubSpot Hubs
Implement 1 professional-level HubSpot Hub
HubSpot training for Marketing and Sales teams
Build out email automation
Develop and design landing pages
Develop and design email and social assets
Reporting via CampaignsSystems integration
Results
In the first 4 months of the engagement, Mole Street has set up the foundation necessary to drive and measure results. We’ll be updating the page as additional work is completed and reporting becomes available.
Initial HubSpot setup and implementation
Migration from Mailchimp to HubSpot
Structured all Sales processes in Sales Hub Enterprise
HubSpot training for 80+ Sales people
Supported data integration with Wolters Kluwer platform
Data migration plan for 40,000 contacts
Technical HubSpot Consulting
130 Hour Package
Marketing Hub Enterprise implementation for 65 users
Setup for Operations Hub Professional
Setup, implementation, and onboarding/training for Sales Hub Enterprise
Training for 80+ sales people
Imported 1,100+ deals to retain historical data from manual systems
Migrated 25,000+ contacts
“I am so glad that I was referred to Mole Street by a peer in the industry. I had the task of onboarding a firm onto HubSpot (in fact, it was the company’s first-ever CRM), so this was set to be a challenging endeavor. Mole Street took the time to understand our use case, and ultimately delivered HubSpot in a way that a team of non-Salespeople could understand. Mole Street is a great partner, one I would recommend to my peers”
Whether you’re looking to design and develop a new website, establish an organic content marketing program, or activate automated email nurture sequences to support sales efforts — we’re here to help.
