Successful SaaS
You have uncovered that the CEO of a B2B SaaS company wants to:
understand which of their marketing channels and assets (social media, email, etc.) is contributing their revenue at a more granular level - to see the impact of every touchpoint that contributed to the sale.
Get the social media team to post more content, but often they feel like they don't have enough time to write their own posts.
They have two URLs for the company --SaaSy.com and Tech.com -- and would like to report on both of these domains within the same portal. If a customer unsubscribes from Tech.com's emails, the customer should NOT be automatically unsubscribed by SaaSy.com's emails.
Marketing Hub Enterprise,
Content Hub Pro,
1 additional Brand (Business Unit)
You have uncovered that: this manufacturer needs 1 multilingual knowledge base for distributors worldwide
Service Hub Pro
This Telehealth company wants to quickly and easily create more social media posts and emails, and publish them via a social calendar.
HubSpot for Marketers Pro or Marketing Hub Pro + Content Hub Pro
This wealth management firm wants to hyper customize the folks that they market to within email, blog, website pages, and landing pages:
Folks in the Gen Z demographic should be seeing pictures and text relative to their demographic. Gen X should be seeing older folks
Marketing hub pro
Content hub pro
or HubSpot for Marketers Pro
You have uncovered from a Marketing director at an IT & Security Company that:
They need to be able to automatically assign leads to the correct sales rep based on location
They need to be able to enroll prospective customers into these sales reps’ sequences
They need up to 5 landing pages
What is:
Marketing Hub Pro,
Sales Hub Enterprise
Content Hub Starter+
An existing Marketing Hub Enterprise customer is hitting their limit of 15 million non-marketing contacts and wants to increase to 16 million non-marketing contacts.
CRM Contact Record Limit Increase ($1700/mo)
A clinic wants patients to call a single phone number, hear an automated menu (press 1 for billing, 2 for appointments, etc…)
Route the patient to the right agent based off of availability and specialty (such as Chinese speaking)
Once connected, agents also need on-screen guided scripts to capture patient details consistently, reducing errors during intake.
Service Hub Ent
This Fintech company wants to run highly personalized campaigns using business-specific data like 'subscriptions' or 'products' - you need this hub in order to do accomplish this.
Marketing Hub Enterprise
The Head of Marketing wants to:
Maintain a social media publishing calendar
Set up an approvals queue so that nothing is published without being reviewed by a marketing manager first
Send pictures within text messages (marketing use case) to customers in Canada
What is:
Marketing Hub Enterprise
!! not a fit for Short Code add on (yet)!
You have uncovered that:
A VP of sales wants to replace Salesforce as their CRM with a different CRM and is interested in Sales Hub Pro
Wants have better visibility into forecasting, and wants to create custom reports
They want a form that books meetings in real time with the correct sales rep based on their client’s territory
They want a tool that helps them to merge their duplicate contacts immediately, before a sales rep even sees the duplicate, so it has a better downstream effect on their sales outreach efforts
What is Sales Hub Enterprise & Data (Operations) Hub Pro
A VP of Sales & Customer Service at a MedSpa wants to:
Record calls, analyze call transcripts to identify key trends, competitor mentions and other tracked terms, and sentiment.
Send 1:1 SMS’es between sales/service reps and prospective customers
Sales Hub Ent (and integrate an SMS 3rd party tool for 1:1 sales texting)
This commercial real estate REIT’s sales team needs to send 1:1 automated email follow-ups to nurture property investors and leasing leads over time at scale
Sales Hub Pro
This is a current HubSpot customer and they are reaching the limits of what workflows are able to accomplish. They want to be able to create and use advanced automations. For example, they want to remove the “-New Deal” text from newly created deals automatically, and create a weighted lead rotation (every 3 leads go to their top rep, and every 1 lead goes to every other rep)
Data (Operations) Hub Pro
A US-based compressed air manufacturer wants to send SMS texts with pictures of their latest product drop if their target customer hasn’t interacted with their marketing content in 3 days.
Marketing Hub Enterprise
Short Code Add on
Limit increase(?)
Sales reps at this medical device company often collaborate on new policy sales, and they need to allocate deal value across multiple team members to calculate commissions or credit for a single sale
Sales Hub Enterprise
You have identified that:
- An Investment firm wants to create a gated portal where VIP clients can access exclusive research and financial calculators. Ideally they wouldn’t need a server for these calculators since the firm doesn’t have the time or $$ to maintain this.
- A nice-to-have would be an Learning Management System (LMS) built within this portal for additional training videos and other how-to’s
Content Hub Enterprise
This Supply Chain SaaS company needs to connect their ERP (Netsuite) to HubSpot you have identified that they have custom properties that we need to map. The out-of-the-box integration on the HubSpot Marketplace is sufficient.
Data (Operations) Hub Starter
This manufacturer needs to scale their customer service org’s productivity without increasing headcount. You need to identify a tool that will help them answer support chats 24/7 with accurate, fast info. They need help with answering up to 1000 conversations per month while keeping their headcount in their support org the same.
Service Hub Pro+
Large Credits Pack
This healthcare company wants more control over their individual sender reputation and deliverability.They consistently send a high volume of email (~50,000+) each month.
Marketing Hub Pro/Ent
Dedicated IP Add on
A credit union wants to see how members interact with cross-selling offers and visualize and pinpoint where potential customers abandon the process.
Marketing Hub Enterprise