Case Study: Rosslyn Data Technologies streamlines CRM data and automation with BBD Boom’s HubSpot onboarding

Rosslyn Data Technologies improves CRM accuracy and automates more processes with BBD Boom

Rosslyn Data Technologies, a software company, faced challenges with unreliable data and a misaligned Salesforce process that hindered their marketing and sales. They engaged BBD Boom to implement a managed onboarding program for HubSpot Marketing and Sales Enterprise to create a single, intelligent source of truth.

BBD Boom's solution involved a data cleanse, a new lead generation campaign, and a complete rebuild of the sales process in HubSpot, including careful user permissions and a unique 'Sales Exception' dashboard. The results included quality compliant data, an organized CRM, and significant process automation, saving time and improving clarity. BBD Boom also created a bespoke renewables pipeline for improved account management and continues to provide ongoing support.

Rosslyn Data Technologies