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HubSpot Implementation for DBCB Reality by The Smarketers

Project Overview

DBCB Reality, a prominent real estate company, partnered with The Smarketers for a comprehensive HubSpot implementation to streamline their sales and service operations. With the goal of enhancing business processes and driving efficiency, DBCB Reality subscribed to HubSpot’s Sales Hub Professional and Service Hub Professional to centralize their operations and enable data-driven decision-making.
The Smarketers team worked closely with DBCB Reality to implement custom solutions that addressed their unique business needs. The project was successfully completed within 10 weeks, with the client starting to use the HubSpot platform from the third week onward.

Implemented UNITS Custom
Object

The cornerstone of this implementation was the creation of a UNITS custom object to manage the occupants of various floors and wings across multiple locations. The custom object was associated with the contact and company objects, establishing key relationships like unit-occupant and unit-owner associations.

Key Features:

  • Manual and import-based data entry options for unit records.
  • Two separate imports for each unit record, ensuring accurate and complete data migration.
  • Training sessions were conducted for the team to effectively manage and utilize the custom object.
  • Reports & Dashboards: Custom reports were created to track unit data, helping the team to analyze the status and occupancy of each building.

Implemented Company Assignment System

To ensure efficient management of company ownership, The Smarketers implemented a Company Assignment system, where each company was assigned an owner responsible for its progress within the CRM.

Key Features:

  • Created multiple custom properties relevant to DBCB's business, making the assignment process more efficient.
  • Established KPIs for users, including logging calls, creating reminder tasks, and syncing emails to the CRM.
  • Developed owner-based reports to track each user's activity and performance.
  • Created weekly and monthly reports to monitor company assignments and activities, providing insights into workload distribution and progress.

Sales Pipeline Implementation

A streamlined Deal Pipeline was established for the sales team, integrating seamlessly with the Company Assignment system. Once a company owner updated the status to Lead Generated, the sales team was notified to create a deal.

Key Features:

  • Deals were automatically generated based on the company status change, ensuring smooth handoffs between the company and sales teams.
  • Multiple reports were created to provide the sales team with a detailed analysis of the deals in progress, helping them to identify bottlenecks and improve their strategy.

Implemented Ticketing System for Deviations

A customized Ticketing System was set up to manage company and people deviations separately. The system was designed to address discrepancies in both company and contact records, with tickets raised for resolution by the respective teams.

Key Features:

  • Company Deviation Ticketing Pipeline: Handles any deviations related to company records, such as incorrect details, wrong associations, or data inconsistencies. This ensures that the company record is accurate and up-to-date.
  • People Deviation Ticketing Pipeline: Addresses deviations within contact records, including incorrect titles, phone numbers, or location changes, as well as any situations where contacts are moved to a different company. This helps in maintaining accurate contact information.
  • Each ticket is raised to the appropriate team for resolution, ensuring efficient management and quick fixes for any discrepancies in the data.

Results & Impact

The project was successfully completed within 10 weeks, with DBCB Reality fully utilizing HubSpot by the third week. The tailored implementation allowed the company to:
  • Streamline Operations: The custom solutions enabled better management of contacts, companies, and units, enhancing overall operational efficiency.
  • Increase Data Accuracy: Through the use of custom objects and automated reporting, DBCB Reality gained deeper insights into their operations, enabling smarter decision-making.
  • Improve Team Productivity: The implementation of automated processes, such as the sales pipeline and ticketing system, freed up time for the team to focus on more strategic tasks, driving greater results.
Most importantly, HubSpot became a system teams actively used, not just a reporting tool.

Conclusion

DBCB Reality’s partnership with The Smarketers successfully transformed their business operations by leveraging HubSpot’s Sales and Service Hubs. The custom objects, pipelines, and ticketing system tailored to their needs enabled the company to manage their data more efficiently and achieve improved performance across their sales and service teams.
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