Unifying enterprise teams across the customer journey is not only beneficial for your customers; it also provides powerful benefits to your sales, service and marketing teams. Learn how Inova Payroll unified these teams and created faster growth through the power of HubSpot CRM..
After spending years with the Salesforce platform, the Inova team found that it became harder and harder to complete basic sales tasks — let alone integrate employer data and workflows from acquisitions without interruption to their own processes. Like many enterprise-level B2B organizations, Inova took issue with several key aspects of Salesforce that impeded their growth. After an extensive evaluation process, they selected HubSpot as their new enterprise CRM and Wendt Partners as their HubSpot implementation partner.
The implementation process involved bringing together multiple departments, stakeholders and leaders from across the organization. With a keen focus on effective change management and a clearly defined implementation project plan, Wendt Partners was able to align each team and develop customized training
for every kind of user in the organization, thus increasing adoption and user satisfaction with the platform. Extensive technical planning and customization further made HubSpot an ideal solution.
With all customer data centralized in the HubSpot database, Inova finally achieved a ‘single source of truth’ view of the customer and experienced increased conversion of marketing contacts into closed deals as sales teams leveraged marketing activity data to drive pipeline.