The challenge
Grant, co-owner of Men of Action, is a programmer who built the company's website himself. He still wanted help with HubSpot onboarding, to speed it up rather than learn the interface and the API work alone.
They were moving from Close.com and had to keep it running while HubSpot was set up, with many Zapier zaps in the mix. Running both at once caused a lot of confusion.
…migrating over from something as simple as Close.com to as complex but absolutely mandatory as HubSpot is really a daunting task
Grant Jordan
What we did
- Paired Grant with an account manager for weekly calls and Slack support
- Guided the migration while Close.com kept running, with detailed step-by-step documents
- Trained the sales team on HubSpot
- Answered technical questions about their API integrations with their own back-end server, usually within 24 hours, with Loom videos when something was confusing
- Kept them up to date on new HubSpot and Aloware features
The results
…the productivity that I've seen my sales team have and the efficiency that the entire company has gained by migrating over to HubSpot is like really really startling
Grant Jordan
Grant says he now feels like a HubSpot expert, and the sales team moved over without him having to train them himself.
I wish I would have started with them sooner
Grant Jordan, Men of Action