SpotDev unifies sales data & cuts reporting time with HubSpot & Dynamics 365 integration
Industry
Aviation
Challenge
ZeroAvia faced challenges with data silos; data duplication and a disjointed sales pipeline. The company needed to integrate their HubSpot and Dynamics 365 accounts to address these challenges and needed assistance with HubSpot, specifically email authentication, onboarding and training.
Results
As a result of a successful HubSpot & Dynamics 365 integration ZeroAvia now has a consolidated pipeline in HubSpot; and has cut a cumulative 5 days from reporting time. The company also reduced bounce rate to 0.3% and saw a 12% uptick in email open rates as a result of email authentication, unified CRM and clean data.
Key Product
RevOps, HubSpot Implementation
The Challenge
ZeroAvia approached SpotDev to integrate their HubSpot and Microsoft Dynamics 365 Sales accounts to enable bi-directional data sync between the two systems. Eliminating data silos was the key objective. The scope of the project also included wider HubSpot implementation support, such as syncing contacts and deals; resolving duplicate data; fixing roles & account permissions, unifying pipeline reporting and more. SpotDev also enabled email authentication; as well as onboarding & training for ZeroAvia.
The Solution
To ensure ZeroAvia had the information it needed in HubSpot and Dynamics 365, SpotDev created custom aviation related data fields in HubSpot specific to ZeroAvia’s needs. The integration between the two systems was configured with automatic error handling and achieved sub-5-minute latency in syncing data between systems.
SpotDev also developed a “Global Email Health” dashboard, contributing to a bounce rate reduction to below 0.3%. Additionally, HubSpot Marketing Starter templates, which allows users to deploy assets like forms; landing pages; and email campaigns. Training provided in using these templates achieved a CSAT score of 4.8/5.
Sales Operations: Month-end reporting was reduced by 5 working days
The Results
In under 6 weeks, ZeroAvia saw significant improvements and benefited from a consolidated pipeline reporting in HubSpot; with sales leadership relying on a single dashboard to access deal related information. Month-end reporting was reduced by 5 working days. Email authentication improved email delivery and open rates surged by 12% within the first month of implementation.
ZeroAvia also benefits from a unified CRM, and cleaner data. This became a solid foundation upon which the aviation specialist now enjoys ease in reporting; and building credible campaigns.