Client: ZEF Energy

Enterprise CRM Suite Implementation + Copper Migration for Leading EV Manufacturer

Client

ZEF Energy is a vertically-integrated, electric vehicle charging technology developer.

Solution: Technical HubSpot Consulting

Migration
Copper > HubSpot Enterprise CRM Suite

Implementation + Onboarding
HubSpot Enterprise CRM Suite
HubSpot Professional Sales Hub

Integration
Microsoft Business Central <> Enterprise CRM Suite

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Challenge

After purchasing HubSpot Enterprise CRM Suite, ZEF Energy’s Director of Commercial Sales came to Mole Street to lead the strategy and execution of the implementation as well as the company’s migration from Copper CRM.

“Mole Street was very professional and very coordinated in their efforts to transition us from an old CRM that no longer fit our sales and marketing goals, while also improving our sales operations processes by integrating our ERP into HubSpot. They kept the project moving, shared important advice, and all deadlines were met. Now we have a powerful sales and marketing tool that is directly increasing each team’s output. A wonderful achievement and we look forward to continuing our partnership.”

Chris Grunseth ─ Director of Commercial Sales, ZEF Energy

Solution

The Mole Street team immediately began collaborating with ZEF Energy’s Vice President of Business Development and Policy, to establish Enterprise CRM Suite. Our team led the discovery, strategy, and execution of the project.

In addition, we ran weekly training workshops to empower the ZEF team with the knowledge and skills necessary to manage their HubSpot portal.

Specifics

Technical HubSpot Consulting

Mole Street led the sprint with efficiency, relying on a strategic roadmap design to solve for the ZEF team’s pain points while laying the foundations for further development and future complexities to be built into the HubSpot portal.

Migration: Copper CRM > HubSpot Enterprise CRM Suite

The ZEF team came to Mole Street with a list of pain points and limitations with their current CRM. They wanted our team's strategic help in dismantling their Copper instance and migrating the data over to the HubSpot Enterprise CRM Suite without disrupting their current sales processes.

Implementation + Onboarding: HubSpot Enterprise CRM Suite

“By leading the ZEF team through weekly training workshops and following our strategic implementation process, we successfully migrated the ZEF team off Copper and onto HubSpot within a short period of time.”

James Desmond — Senior HubSpot Consultant, Mole Street

Onboarding
Customize HubSpot settings
Connected email + landing page domains
Created 3 custom email templates
Developed landing page template
Connected HubSpot forms
Created 5 custom CTAs

Weekly HubSpot support calls +
team training

Implementation + Onboarding: HubSpot Professional Sales Hub

Our team established:

Sales templates
List segmentation
Custom properties
Custom contact/company/deal records
3 sales pipelines and deal stages

Integration: Microsoft Business Central <> Enterprise CRM Suite

Our team:

Created 90 custom reporting modules
Set up 8 dashboard reports
Built an automation track for new user onboarding
Established an automation track for marketing contacts
Set up an automation track for pipeline forecasting

"Having multiple moving parts for ZEF Energy's implementation of HubSpot, Mole Street was impressive keeping the entire project on track, and exceeding customer expectations."

Sara Lindmont ─ Director of Customer Success, ZEF Energy

Together Senior Health

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