ProperExpression’s HubSpot Enterprise Onboarding Created Transparency & Alignment for PX

ProperExpression conducted extensive HubSpot Enterprise onboarding for PX, a major lead quantification platform.

PX’s Lead Quantification platform helps some of the country’s biggest companies find the right leads for the right price, every time. PX began with a mission to deliver best-in-class customer acquisition solutions to marketers and bring an arcane industry into the 21st century.

Over the past decade, the company has grown rapidly and saw that the future of the industry lay in bringing efficient, intuitive technology solutions to marketers, giving them the tools and insights they need to reach their goals.

The Challenge

Limited by Manual Marketing & Sales Processes

With few established processes and automation in the CRM, the PX Marketing and Sales teams could not make processes scalable or repeatable.

Clumsy and Disconnected Tech Stack

The existing tech stack consisted of several platforms that did not integrate, creating limitations in PX’s ability to track KPIs and accurately report on revenue.

Limited Visibility into the Pipeline

With limited visibility into the Marketing and Sales pipelines, the Sales team could not convert sales-ready leads into customers.

The Solution

Migration to HubSpot Marketing and Sales Enterprise

ProperExpression cleaned and migrated the existing Zoho database of over 10k records to HubSpot. During migration, ProperExpression created custom properties, assigned proper lifecycle stages, implemented lead scoring, and developed relevant reports and dashboards to monitor the sales funnel accurately.

Implementation of Powerful Automation & CRM Best Practices

The ProperExpression team created full funnel automation to ensure leads moved through the funnel accurately and efficiently. With powerful workflows to route, the right leads to the PX Sales team at the right time, the database was set up to drive increased revenue.

In-Depth Training for Marketing & Sales Alignment

Along with extensive documentation of processes, ProperExpression conducted live training with the Marketing and Sales teams on creating marketing materials, following up on Sales leads, opening and working deals in the Sales Hub, using playbooks and sequences and more.

The Results

  • Provided visibility into lead gen and revenue gen channels, including best-performing channels for creating new leads and deals.
  • reated visibility into campaign performance and revenue in- fluence by centralizing all data and creating in-depth, custom reporting dashboards for marketing and sales.
  • Aligned the marketing and sales teams on processes to efficiently and accurately move the right leads through the funnel at the right time, improving the likelihood of closing.

About ProperExpression

ProperExpression blends art, data science, and digital innovation to deliver creative solutions to quantifiable problems. The strategies and tactics they execute for clients manifest into multi-channel campaigns that directly impact the bottom line. With a results-driven culture and strong emphasis on tracking and data analytics, they work closely with sales teams to push deals across the finish line, maximizing the ROI of every marketing dollar.