Automated Customer Insights with HubSpot: A Nordic IT Company’s CRM Upgrade

By integrating public company register to HubSpot, Our Customer gained more control over Companies in their CRM. Resulting in better prospecting segments for both marketing and sales teams. As well as full control of company data on excisting customers, enabling better follow-up.

Markedspartner assisted our Customer with implementing a integration between a public company register and HubSpot. Furthermore giving advise and consulting on how to use this data within HubSpot.

This enabled:

- Better prospecting segments for Marketing, by filtering target groups based on company data.

- Accurate prospecting lists for sales teams, by filtering out companies on geo-location, revenue-data, number of employees and more. In result using their time on the most relevant prospects in their local area.

- More accurate cross- and upsell efforts from sales, by combining company data with their own sales data i the CRM. Enabling sales to deliver relevant cross or upsell messaging.

- Full control of company data on customers. Giving Key Account Managers automated notifications if important data is updated on their accounts, such as risk score, number of employees, change of ownership, and more.

In result this integration gave the customer more accurate segments and control of excisiting customers, as well as better CRM user adoption caused by more relevant tools.

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Customer challenges

Lack of opportunity to segment based on company info such as industry, revenue, location. Limited insights to company data on customers such as revenue trend and more.

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Actions taken

Integrating HubSpot to public company register. Assisting Customer on how to use this data within HubSpot CRM.

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Key information

domain Company size

151-500 employees

business_center Industry

Network +1

stacks System stack

HubSpot +2

package_2 Products/Services provided

Integration +1

Highlights to date

Better prospecting segments for Marketing, by filtering target groups based on company data.
Accurate prospecting lists for sales teams, by filtering out companies on geo-location, revenue-data, number of employees and more. In result using their time on the most relevant prospects in their local area.
More accurate cross- and upsell efforts from sales, by combining company data with their own sales data i the CRM. Enabling sales to deliver relevant cross or upsell messaging.
Full control of company data on customers. Giving Key Account Managers automated notifications if important data is updated on their accounts, such as risk score, number of employees, change of ownership, and more.