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Supercharge Your Pipeline

SmartBug Media® helped a startup investment firm with a pressing deadline to implement and learn HubSpot.

Background

Emles Advisors is an asset management firm started by investment experts who left other companies to create a new business from the ground up. Emles’ team members are skilled sales, marketing, and investment professionals—but needed additional help implementing a marketing and sales software platform prior to the launch of their business.

Pressing Needs

Emles chose HubSpot because it liked how the platform aligned distribution initiatives. As the company was busy preparing and establishing itself in anticipation of its business launch, Emles knew it needed help. It didn’t have the bandwidth or HubSpot expertise to independently establish the solution’s CRM—an important component of Emles’ technology stack and a better alternative than managing customer relationships via spreadsheets.
  • Incorporating lead capture opportunities on the website
  • Continuing to nurture prospects with email journeys
  • Enabling sales prospecting activity by setting up lead scoring and routing workflows
  • Linking website activity with CRM information to get a complete picture, thus enabling sales and creating a better view into marketing performance

We are experts in our field, but we needed help from experts in HubSpot—and that was SmartBug.

Sarah Alexander

Chief Marketing Officer, Emles Advisors

Biggest Concerns

warning icon Increasing familiarity with the HubSpot platform and the tools available
warning icon Incorporating and learning how to use those tools in practice
warning icon Building a prospect and client base from scratch, including a CRM, sales pipeline, and web traffic

Our Solution

HubSpot Implementation & Onboarding for a Financial Startup 

CRM
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Add team members to HubSpot
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Set up teams
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Set up notification preferences (on personal level)
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Customize cookie setting and privacy policy alert
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Customize domains for email, blog, landing pages, and website (if applicable)
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Install the HubSpot tracking code and verify tracking success
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Set up site domains and tracking
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Configure email, blog, and social settings
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Review and advise on needed integrations
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Set up personas
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Configure contact and company properties, and add custom properties as needed
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Import contacts and companies
Marketing
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Set up company branding
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Update language and region settings
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Create three forms (awareness, consideration, decision)
Sales
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Install email template (custom design not included)
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Define lifecycle stages using SmartBug standards
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Create up to three key internal workflows, including lifecycle transitions and notifications for sales
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Create set of as many as five lists (e.g., competitors, internal customers, SQLs, MQLs)
Reports
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Integrate with Google Analytics
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Exclude traffic and configure filtered views in reporting

Coaching Needs

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Persona Development

As we continued to partner with SmartBug, they helped us realize the extent of what we could achieve with inbound marketing and sales enablement tactics, powered through our HubSpot platform. We’ve now built a data-driven distribution function, with seamless integration between marketing and sales activities.

Sarah Alexander
Chief Marketing Officer, Emles Advisors