EPCVIP

EPCVIP, a leader in lead generation within the Financial Services Industry, was struggling with a messy and underutilized Salesforce instance. Their data was disorganized, and critical information was not actionable, leading to inefficiencies in their sales and compliance processes. EPCVIP sought to streamline their operations by migrating to HubSpot Sales Hub Enterprise. Their goals included organizing their sales pipeline, improving visibility across teams, and automating key processes such as legal and compliance reviews and contract management.

ATAK partnered with EPCVIP to design and implement a tailored HubSpot solution, addressing their unique needs:

1. Data Migration and Organization:

   • ATAK evaluated EPCVIP’s Salesforce instance, identifying essential data to migrate, including contacts, companies, and deals. A custom Python script was developed to migrate deal attachments into HubSpot as notes, ensuring no critical information was lost.

2. Custom Objects and Pipelines:

   • ATAK created custom objects, such as a dedicated space for legal and compliance reviews, to separate and streamline these processes from the sales pipeline. This allowed for better organization and visibility across teams.

3. PandaDoc Integration:

   • To automate contract management, ATAK integrated PandaDoc with HubSpot. Templates were created for internal and customer-facing documents, automatically populating fields with deal data. This eliminated manual document creation and improved efficiency.

4. Automations and Notifications:

   • ATAK built automations to trigger actions based on deal statuses, such as creating legal reviews or sending notifications to relevant teams. This ensured seamless communication and task completion across departments.

5. Lead Scoring and Reporting:

   • ATAK implemented lead scoring based on contact and deal data, enabling EPCVIP to prioritize high-value leads. Custom reports were created to track key metrics, such as customer volume and company size, providing actionable insights for decision-making.

6. Training and Adoption:

   • ATAK conducted comprehensive training sessions for EPCVIP’s 26 users, covering HubSpot functionality, custom objects, and automations. This ensured smooth adoption and empowered the team to use the platform effectively.

     
     
     

The migration to HubSpot transformed EPCVIP’s operations, delivering significant improvements:

1. Improved Visibility and Organization:

   • EPCVIP gained a centralized, organized system for managing deals, legal reviews, and compliance processes, enhancing visibility across teams.

2. Time Savings with Automation:

   • The PandaDoc integration eliminated manual document creation, saving significant time and reducing errors. Automations streamlined workflows, ensuring tasks were completed efficiently.

3. Enhanced Team Collaboration:

   • Notifications and status updates improved communication between sales, legal, and compliance teams, reducing delays and back-and-forth emails.

4. Data-Driven Decision-Making:

   • Custom lead scoring and reporting provided EPCVIP with actionable insights, enabling them to focus on high-value opportunities and optimize their sales strategies.

5. Full Transition from Salesforce:

   • EPCVIP successfully migrated all operations to HubSpot, leaving Salesforce behind and embracing a more user-friendly, efficient platform.

   
   
   

ATAK’s collaboration with EPCVIP resulted in a streamlined, automated, and highly organized HubSpot environment. By migrating data, creating custom objects, integrating PandaDoc, and implementing robust automations, ATAK enabled EPCVIP to improve efficiency, enhance team collaboration, and make data-driven decisions. The project marked a significant step forward in EPCVIP’s ability to deliver high-quality lead generation services to their clients.