Ving Increases Revenue by 96% With HubSpot

Ving began their HubSpot implementation on a strong note by appointing Success Manager Karen Gerberry to lead the effort. Her commitment, along with the support from HubSpot’s implementation manager, made a significant difference compared to their previous Salesforce experience.

Stephanie noted, “With Salesforce, we had to figure things out on our own. HubSpot, however, provided us with an implementation manager and a clear schedule, so we knew exactly what needed to be done at each stage.”

A Smooth and Rapid Implementation

Due to Ving’s dedication and commitment, Karen and her team implemented HubSpot in record time. Stephanie was particularly impressed by how the HubSpot implementation manager improved the process at every step.

“We had a tight deadline to transfer data from Salesforce to HubSpot, which was stressful,” Stephanie explained. “HubSpot not only handled the upload but also applied best practices throughout, especially with the templates.”

Stephanie also appreciated the meticulous attention to detail and consistent follow-through. “Whenever we had questions, the implementation manager always responded promptly and stayed one step ahead of us,” she said.

Impressed with the results, the Ving team expanded their tech stack to include HubSpot’s Marketing Hub, CMS Hub, Service Hub, and Sales Hub.

Tracking Leads and Customers Through Every Stage

One of the biggest benefits of having sales, marketing, and service on one platform is that Ving can track the journey of leads and customers from beginning to end in one place. So when a customer interacts with any Ving team, every team can see and understand the context.

Stephanie explains with an example:

“When someone clicks on a LinkedIn ad, we already know a lot about that person. We can see if they’ve visited our site before and what pages. We can see if they’ve already engaged us in a conversation. By the time that lead is served up to sales, we already know a lot about them and their interests, which gives the sales team a huge advantage.”

These cross-functional data insights have been particularly important for identifying and retaining at-risk clients when their contracts come up for renewal. Three months before the contract is due, workflows flag the renewal and pull client information together so the sales team can easily see the revenue, upgrades, customer service tickets, and other important information.

“We can determine who is at risk of leaving, which has been really powerful for retention,” says Stephanie.

Ongoing Proactive Support

Ving continues to get proactive support from its HubSpot customer success manager, long after the onboarding process has concluded. In fact, the customer success manager is often working on issues before Ving is even aware of them.

A recent example is an email campaign with several hard bounces.

“Before we could even pick up the phone to reach our customer success manager, she called us to talk about what happened and look into it,” says Stephanie. “She’s always watching out for us.”

This proactive support applies not just to troubleshooting but also to finding new opportunities.

“We don’t always have time to dig in and look at what else we could be doing with HubSpot,” says Stephanie. “Our customer success manager does a lot of this for us because she completely understands our business and where we’re going. She lets us know when we’re ready to progress to the next stage.”

A Voice in Future Development

Stephanie and her team also have sway with HubSpot when it comes to product and feature development. Not only have they been invited to participate in beta trials, but they also feel their voices are heard when they ask for a feature or function.

For example, Ving is a longtime user of Quickbooks and wanted to continue using it. But Quickbooks wasn’t integrated with HubSpot at the time.

“We raised the issue with our customer success manager, and she took the issue forward for us,” says Stephanie. “And guess what? Now HubSpot has Quickbooks integration.”

Maximizing Team Efficiencies

Now that sales, marketing, and customer data all live inside HubSpot, Stephanie no longer spends hours pulling data from multiple tools, and the data is more complete and accurate.

It also helps Ving keep its sales team lean. In fact, the team is smaller today than it was when using Salesforce, even as revenue has increased.

“We’re very, very, very lean and a lot of that is because of HubSpot,” says Stephanie. “We don’t have to hire people to do certain things because HubSpot does them automatically.”