Context:
Malik’s company was migrating from GoHighLevel to HubSpot.
Key Challenges:
- Data Migration: Thousands of contacts were migrated, and the data was messy, requiring a clean-up and organization effort.
- New HubSpot Instance: A complete HubSpot CRM setup was required for both their main business and another branch, MC Logistics.
- Team Training: Extensive training was necessary for the agents and teams using the new system.
- Malik Consolidated Wiki
Approach:
- Data Migration: Transferred thousands of contacts, cleaned up duplicates, and optimized records for usability.
- Made sure to test to reduce scope of error:
- Custom HubSpot Setup: Designed and implemented custom fields, pipelines, and workflows tailored to their operations.
- Multiple Builds: Created a new HubSpot instance for MC Logistics in addition to the primary setup.
- Training Program: Conducted comprehensive training for the team to ensure effective adoption of HubSpot.
[Malik Consolidated Wiki ](https://lock-and-quay-mkg.notion.site/187f906db5bc80e7b7f4e56a0eb7962a)
Results:
- A functional and efficient CRM system tailored to the business needs.
- Teams were onboarded and trained to maximize the CRM’s potential, leading to better lead tracking and sales outcomes.