HUBSPOT ONBOARDING BRINGS SALES & MARKETING ALIGNMENT FOR EGRESS PROS

Days to Launch

12K

Records Imported

Construction

Industry

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The Challenge

Egress Pros faced a fragmented system for managing marketing campaigns and sales pipelines. Their teams struggled with disconnected data, inconsistent lead tracking, and inefficient communication between marketing and sales.

They needed a single platform that could unify campaign management, lead nurturing, and sales processes while creating clear visibility into performance.

The goal was to streamline operations, improve lead conversion, and give the leadership team actionable insights across marketing and sales functions.

The Solution

Market Veep implemented a tailored Marketing and Sales Hub environment that connected campaigns, leads, and deals into one streamlined system.

We configured pipelines, customized object views, and automated lead routing to support their sales process while ensuring marketing data flowed seamlessly into the CRM.

Tracking codes, subdomains, and analytics were set up to measure campaign performance accurately.

Additionally, branded email and landing page templates, along with optimized forms, ensured professional communication with prospects.

Live training and step-by-step enablement helped Egress Pros’ teams adopt the platform quickly and confidently.

Key Results:

Unified Marketing and Sales Hubs for consistent operations
Custom deal pipeline with ten stages to track opportunities effectively
Tailored object views for contacts, companies, and deals
Automated lead routing to speed response and reduce errors
Imported sales documents and CSV deal data with up to 20 custom properties
Branded email and landing page templates for professional outreach
Optimized forms with automated lead capture and notifications
Connected social media and advertising accounts for centralized management
Full analytics tracking with Google Analytics and HubSpot tracking code
Inbox and calendar integrations for sales reps
Custom created settings and association cards for efficient workflows
Centralized dashboards for visibility into marketing and sales performance
Increased adoption through role-specific, hands-on training
Scalable foundation for campaign automation and revenue growth

Multi-Hub Implementation

We aligned marketing tools and sales pipelines to ensure leads flowed seamlessly from first touch to deal closure.

CRM Customization

Custom object views, pipelines, and association cards simplified daily tasks and standardized operations.

Increased Efficiency

Lead routing, form notifications, and document accessibility reduced manual work and improved response times.

Data Transparency

Centralized tracking and reporting provided the leadership team with actionable insights for decision-making and growth planning.

KEY STEPS FOR

Streamlined Hubspot Onboarding

Deal Pipeline

Ten-stage pipeline for clear sales visibility.

Lead Automation

Routing ensures timely follow-ups.

Data Import

Clean import of sales data with custom properties.

Marketing Templates

Branded templates for marketing campaigns.

Forms & Notifications

Optimized capture and routing for leads.

Social & Ads Integration

Centralized management of all channels.

Tracking Setup

HubSpot code and analytics fully implemented.

Object Views

Customized for contacts, companies, and deals.

Board Views

Visual pipeline for quick deal tracking.

Association Cards

Configured to link relevant records efficiently.

Inbox & Calendar

Integrated for smooth sales communication.

Training Sessions

Hands-on onboarding for rapid adoption.

Conclusion

Egress Pros’ Marketing and Sales Hub onboarding delivered a fully integrated system that connects campaigns, leads, and deals in one centralized platform. By implementing custom pipelines, automation, and optimized workflows, Market Veep enabled the team to reduce manual effort, increase responsiveness, and gain comprehensive insights. The result is a scalable, user-friendly HubSpot environment that empowers marketing and sales teams to work cohesively, drive pipeline growth, and improve overall operational efficiency.

CRM Integration

Marketing and sales data now flow seamlessly for better collaboration.

Technical Implementation

Proper setup of technical action items for immediate tool capabilities.

Adoption

Hands-on training ensures team confidence and engagement.

ALIGN AND EMPOWER YOUR TEAMS WITH

Guided Hubspot Onboarding

A connected HubSpot ecosystem can streamline operations, improve lead-to-deal conversion, and provide measurable growth. Market Veep ensures your platform is strategically aligned with your business objectives.

Partner with Market Veep to:

Align marketing campaigns with sales pipelines
Automate lead capture and follow-ups
Gain full visibility into marketing and sales performance
Empower teams with role-specific training

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