HubSpot CRM integration and customized training for Jalios

Take the time to train on HubSpot CRM to master your growth

Jalios chose to put its trust in Make the Grade and its expertise in HubSpot CRM to take back control of its databases. Transformations were carried out so that Jalios could have all the keys in hand to pilot its growth autonomously.

Jalios, the collaborative intranet solution for better communication

Created in 2001, Jalios is France's leading digital workplace publisher. A recognized player in the sector that places innovation as a real driver of development. Jalios' mission is to facilitate the daily lives of internal communication managers in their functions. Intranet, corporate social network, digital workplace, the solution's assets are numerous to better connect employees to one another.

Personalized support and a training service are also offered to guarantee optimum customer satisfaction. Jalios called on Make the Grade to deploy the HubSpot solution and harness its potential to serenely steer its growth.

Create a usable customer database for Jalios' marketing and sales teams

Jalios wanted Make the Grade to help them take control of their CRM. The teams were keen to clean up the databases so that they were clean and operational to facilitate the daily work of the marketing and sales teams. Make the Grade worked directly with Jalios on the HubSpot files to prepare every detail before import. With a well-honed consulting posture and operational actions, Make the Grade supported Jalios and its teams in the usability of its data from the Hubspot suite, its CRM and its Hubs.

In addition, the Jalios teams wanted to carry out nurturing and loyalty actions by automating certain marketing actions: emails, campaigns, lead scoring, etc. They have a lot of contact acquisition via virtual and physical events, which generates regular contact imports into their CRM.

How to automate your marketing actions and CRM through a tailor-made HubSpot integration

The first need for Jalios was to optimize existing databases to facilitate their future use. To achieve this, a one-hour workshop was devoted to training the teams in the process of cleaning and managing databases. Together, we defined the necessary columns and their correspondence on HubSpot. We also created custom properties to match each column and information required. The structures of the Jalios contact and company files were adapted to HubSpot, in order to personalize usage in the face of their specific business requirements.

The objective was to clearly redefine the uses of each DB to fully understand their utility in order to organize their content accordingly. This clean-up process includes several actions:

• Uniformize data by formatting property values.
• Format HubSpot users for contact and company owners.
• Define contact and company properties required by Jalios.
• Make sure to import a clean, optimized file to have an operational database.

Automation actions for marketing and sales teams

Once the databases had been cleaned and formatted, we set up automation actions. The aim: to save time for Jalios' marketing and sales teams. These actions will remove redundant tasks from their day-to-day work, so that they can concentrate on the technical aspects of their job. Here are some examples of the automation actions implemented:

• Automatic update of contact property values.
• Event registration confirmation and reminder emails.
• Share premium content based on form submitted.
• Update dates.
• Creation of workflows and marketing emails to nurture leads.

HubSpot CRM training tailored to Jalios' growth challenges

All these actions implemented by Make the Grade were also the subject of training for the Jalios teams. Indeed, it was essential for them to understand how to use HubSpot software to its full potential. As a result, the databases will be better managed over time and always ready for use. 

To achieve this, they were able to draw on the expertise of our CRM and RevOps consultants, who know HubSpot like the back of their hand. Training tailored to their needs and adapted to their use of the tool. Enabling marketing and sales departments to continue their healthy growth and focus on new challenges.

Jalios now has an operational CRM and the knowledge to leverage HubSpot

Thanks to meticulous database cleansing and automation actions, Jalios has a ready-to-use CRM. In all, no fewer than 4,500 objects have been imported, including contacts and companies. 116 customized reports have been developed to enable Jalios to monitor its performance. The Tailor-made HubSpot CRM training provided by our experts is of course a key aspect in this type of project. The software has many very useful features if you know how to exploit them, which is now child's play for Jalios.