Classic Journeys leveraged HubSpot to optimize their sales operations using automated workflows with RevX

Unoptimized HubSpot usage

They wanted to utilize HubSpot to its full potential for the sales process.  This included identifying gaps in their current sales processes in terms of HubSpot automation and helping them overcome them.

Need for a HubSpot expert

They needed extended HubSpot expert help with their ongoing sales and marketing automation tasks.

Manual sales activities

Their sales team was doing several manual activities that could be automated to free up the calendar and reduce dependencies.

Synced customer lifecycle

We built a structured customer journey process that addressed various touchpoints and stages customers go through while booking a tour. 

Guided selling

We automated the nurturing process for the contacts with "no phone numbers" so they could receive relevant targeted content.

Sales personnel training

We conducted a sales training session to onboard the entire sales team to the new automated nurture process.

Up-to-date reporting

Created real-time reports customized to cater to three distinct buckets - Web Analytics, Customer Lifecycle, and Marketing Analytics.

Marketing contacts' management

Built an automated framework to manage marketing contacts, keep track of their consumption, and to effectively manage HubSpot billing.  

Continued support

Provided marketing and sales ops support as and when required.

Mapped customer journey stages 

Successfully mapped customer journey stages using automated lifecycle stages and up-to-date lead statuses. 

Reduced manual intervention

The automated nurture process supported the sales teams by significantly decreasing their manual efforts. 

Won bookings during testing

Received 3 bookings and influenced 3 bookings during the testing period.

Accurate reporting

Gained deep insights using detailed reporting which accounted for the source, page, and browser-level data. Utilized conversion reporting to understand the performance - Traffic > Contacts > SQLs > Customers.

Effectively managed marketing contacts

Reduced marketing contacts by ~30%, and used an automated framework to manage them effectively.