FREE CONSULTATION

Apply for a free diagnostic consultation

In a 1-hour call with one of our experts, we will assess the current status of your CRM and your lead generation and sales closing strategy. Together, we will identify the main points for improvement in your sales process and your CRM.

At the end of the meeting, we will schedule a next meeting where we will present you with a proposed solution and a roadmap or plan for the 3 problems identified as having the highest priority for you.

To apply you must first complete this form and if you apply you will be redirected to a calendar so you can schedule your consultation.

They have applied for this free consultation

case study inbest free revops consultation
STATUS QUO

While they used HubSpot for marketing and sales, there are areas for improvement. Handing off leads from marketing to sales is still manual, and there is no integration with Outlook calendar, and they don’t take advantage of HubSpot’s meeting tools. They don’t use order elements, which limits their ability to generate revenue KPIs by product or service directly in HubSpot, relying instead on financial metrics. It’s also not integrated with SAP ERP for electronic invoicing management.

SOLUTION
  • Redesign of new marketing lead funnel set and transfer to sales
  • Define product settings and upgrade process in HubSpot deals
  • Creating a Revenue Metrics Dashboard in HubSpot
  • SAP integration solution design
  • Implementation of the defined configurations.
  • Implementation of integration via API.
  • Implementation and post-implementation monitoring
IMPACT
  • Handoff between marketing and sales with less friction
  • Meeting scheduling process, notes, follow-up and reports 100% in the CRM
  • Making the most of CRM for lead tracking and conversion
  • Send quotes and obtain digital signatures from clients from the CRM itself.
  • Reduce manual work, human errors and obtain better financial reports thanks to integration with SAP
Case Study Ventura One Growth 360 free consultation
STATUS QUO
Ventura One, a real estate leader in Los Cabos, faces the challenge that its CRM Clientify does not meet all its needs. Despite collaborating with an agency for campaigns on Meta and Google, the quality of its 15,000 contacts, including 3,000 clients, has declined in an increasingly competitive market. With 25 agents, they seek to differentiate themselves and optimize their strategy.
SOLUTION
  • Definition of objectives, expansion strategies, process mapping, Buyer Personas and Customer Journey.
  • Migrating to HubSpot Sales Enterprise, Marketing Plus Pro, and Operations Pro
  • Implementation of a Growth Marketing approach covering Web Design, Lead Generation, SEO/SEM, Email Marketing and Content Marketing.
  • Incorporating RevOps to optimize HubSpot, web development, and provide technical support and CRM management.
IMPACT
  • Sell ​​120 properties per year from current and future contacts.
  • Have greater brand presence in general
  • Centralize at least 90% of business processes in a CRM, reducing manual tasks.
  • Centralize marketing campaigns and activities in the CRM to increase visibility of their impact on sales.
  • Centralize MLS information in the CRM in the medium term.
  • Improve team and agency business reporting.
Results
AFTER THE CALL

I had my free consultation, what happens next?

In the consulting call we will focus on understanding your current situation, identifying areas for improvement and establishing your short and medium-term goals and objectives.

At the end, we will schedule a next meeting where our expert will present you with a solution proposal, a plan and a roadmap with the most important projects to achieve the stated objectives.

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