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Centurion Service Group: A TRIMEDX Company is an industry-leading medical equipment company that sells used medical equipment domestically and internationally through its auction houses.
The flourishing company reached out to Marketing Essentials for a new eCommerce website to help grow sales via online auction houses. As the new website launched, the company expanded even further with a company acquisition.
A challenge with the acquisition was Centurion was using HubSpot for its CRM, while the acquired company was using Salesforce. On top of that, Centurion also had two HubSpot portals set up – one for sales and one for marketing.
To help cut software costs, increase efficiency and ease data aggregation and reporting, we recommended merging all into one HubSpot portal to help align sales and marketing.
Our team of data analysts, developers and strategic coaches worked with Centurion to merge the two HubSpot marketing and sales portals into one, while also integrating the Salesforce data into this single portal.
Before initiating the merge, it was vital to ensure no data was overridden or duplicated. A HubSpot portal audit was conducted to map out how all pieces would be merged.
For the integration of Salesforce into HubSpot, the challenge was ensuring all customer/prospect contact information and notes were seamlessly integrated into HubSpot. For this, an import map of all properties was created.
Along with a portal audit and import map, the work included:
As a result, Centurion now has one aggregated platform for all marketing and sales departments. This provides better alignment across the team, greater efficiency and more opportunity to work together to grow sales. Also, all company records are within one system for a complete view of real-time and historical data, along with the data needed to conduct accurate forecasting.
“They are transparent and efficient. I would highly recommend them to other businesses because not only do they assist with the task at hand, but they also provide additional educational tips and guidance even after the project is complete. The entire Marketing Essentials team is truly amazing! ” – Erin Peck, Marketing Associate, Centurion Service Group: A TRIMEDX Company
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