HubSpot Implementation expert
Project Details
Looking for a HubSpot expert to implement it for marketing
Databases as of today
- Clients
- Over 4,000 accounts and contacts
- In Dynamics
- In MailChimp (database exported from the CRM on a regular basis and segmented)
- Also, in the custom-based users app (developed internally)
- Evaluators
- 60,000 contacts
- In Shopmetrics - https://www.shopmetrics.com/
Solutions as of today
- MS Dynamics (no licenses for the marketing team)
- Shopmetrics
- Unified communication platform to manage communications with evaluators on WhatsApp and WeChat (under review for 2023 so might be covered by the CRM if applicable and available with a plugin. Will need to be connected somehow to the database of evaluators and clients). Solution has not been selected yet
- MailChimp
- Internally developed App
Criteria for segmentation per database
- Clients
- Markets / Countries
- Languages
- Industries
- Others
- Evaluators
- Languages (15-24 languages in total, including minor languages)
- Grading (silver, gold, platinum)
- Countries
- Frequency of missions
- Others
Examples of automated / manual scenarios and mass communications (emaiing)
- Clients:
- Contract anniversary
- Number of surveys reached over a certain period of time (relates to sales)
- Product updates (emailing)
- Local celebrations, such as Thanksgiving in the US, Mid-Autumn festival in China, etc. (emailing)
- Latest sign in on our App to remind them to come back and review the data available after some time
- Others (not identified at that point)
- Evaluators :
- Welcome email
- Birthday
- Onboarding anniversary
- Local celebrations, such as Thanksgiving in the US, Mid-Autumn festival in China, etc. (emailing)
- Number of missions
- Profile % completion level (evaluators complete a profile in Shopmetrics when they first apply)
- Latest sign in on the platform (to remind them to come back and review new job opportunities)
- Grading / performance based (automated emails might be generated when an evaluator reaches a new grade)
- Application confirmed (an evaluator has been selected for a mission)
- Others (not identified at that point)
Below example of a complete scenario (that we would like to see in the demo).
Suggested communication channels
- Emails