Implemented HubSpot for a tech company with complex systems and multiple sources of data.
The challenge:
- Set up a system that works seamlessly with 3-4 other email marketing systems for the same company
- Figure out how to import complex data from a variety of sources into the HubSpot system with an API and map it in a employee-friendly way
- Build standard processes and systems to help employees make good use of the tool
- Create documentation for the company to use in my absence for training new employees/answering basic questions about the tool and how we use it
- Figure out every capability of the tool and maximize its use in the company
The screenshots show a workflow, email template, and landing page template I helped build in addition to project management spreadsheets and documents.