My adventures

Integrations

Integrate Gong with Salesforce to centralize conversation intelligence and create a custom solution to enable better reporting and coaching.

Launch targeted renewal/win-back/payment delinquency campaigns by connecting HubSpot and the online store to re-engage lapsed customers and drive incremental revenue.

Consolidate HubSpot instances of B2B and B2C customers into a single system to unify data, reduce complexity, and streamline operations.

Transition from CleverReach to HubSpot for marketing automation and data storing to improve scalability, segmentation, and tracking.

Replace a costly custom integration with a free tier from Hightouch to sync BigQuery and Salesforce more cost-effectively and flexibly.

CRM Optimization

Implement a custom double opt-in (DOI) process in HubSpot to ensure compliant lead capture and improved email deliverability via Forms and Product-backend.

Develop a scoring model to rank and prioritize partners based on potential value and engagement readiness using Salesforce custom logic and Retently integration.

Build a structured B2B lead funnel via WordPress, HubSpot, Salesforce and Gong to track and optimize conversion across the buyer journey.

Optimize the synchronization between HubSpot and Salesforce to ensure clean, timely, and actionable lead data for Contact, Lead, Account and Activity records.

Create dynamic, executive-level Salesforce dashboards to visualize campaign performance, revenue trends, and sales rep effectiveness in real time.

GDPR Compliancy

Remove a large group of contacts from the CRM to comply with GDPR regulations, reduce storage costs, and improve data quality.

Establish a centralized system for managing user consent, double opt-ins, and subscription preferences to maintain compliance across regions and business units.

Prevented a potential data leak by identifying and resolving a critical CRM configuration issue, and implemented ongoing safeguards to protect sensitive customer data.