Efficient Sales & Marketing Processes With HubSpot

From fragmented stand-alone solutions to an integrated platform: how heydata has merged and simplified marketing and sales processes with HubSpot.
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heydata

Industry

Software & SaaS

Services

GTM Strategy
CRM Implementation
Growth Marketing

Platform

HubSpot Customer Platform
Pipedrive
Brevo

Our Customer

heyData is a Berlin-based technology company that offers an all-in-one compliance solution for small and medium-sized enterprises and start-ups. The platform enables companies to cover their data protection and compliance requirements efficiently and cost-effectively, particularly in the areas of GDPR, NIS2 and ISO 27001.

Goals of the Cooperation

  • Implementation and optimization of the HubSpot Marketing Hub
  • Development of a structured sales process by integrating the HubSpot Sales Hub
  • Consolidation and migration of the existing Brevo and Pipedrive systems
  • Automation of marketing and sales activities
  • Seamless integration between marketing, sales and existing tools

Our Services

End-to-End Process Workshop

Implementation of a multi-stage workshop to model a future end-to-end process for collaboration between marketing, SDR, sales and customer success

Process Optimization & Implementation

Development and implementation of an optimized marketing and sales process

Data Migration

Migration of contact data from Brevo and Pipedrive to the HubSpot system

GDPR-Compliant Tracking

Setting up GDPR-compliant tracking and marketing settings

Team Onboarding & Coaching

Comprehensive onboarding and coaching of the team in two intensive sessions

Flexible Support & Advice

Provision of a flexible support contingent for individual advice

Results

1

Simplified Tech Infrastructure

By merging all systems in HubSpot, the technical complexity has been significantly reduced - a standardized platform replaces fragmented individual solutions.

2

Structured Sales Process

A new process structure in sales enables systematic tracking and qualification of leads - transparent and scalable.

3

GDPR-Compliant Implementation

The platform was set up in compliance with data protection regulations right from the start - as a solid and legally compliant basis for all marketing and sales activities.

Start Your Own Success Story

Next Steps

1

After we have analyzed your requirements, an expert will contact you.

2

On request, we will sign an NDA to ensure the highest level of data protection.

3

We present an individual concept with a cost estimate and schedule.

Customers who trust us

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