PROBIS
WPWA sustainably optimized HubSpot usage for PROBIS
PROBIS Software GmbH develops digital solutions for cost management processes in the construction and real estate industries. With its cloud-based software, PROBIS supports companies in analyzing, managing, and optimizing construction projects.
PROBIS was already using HubSpot for marketing and sales but wanted to ensure a strategic optimization and more efficient use of the platform. The goal was to analyze existing processes, identify areas for improvement, and train the team in best practices.
WPWA conducted a comprehensive HubSpot audit, followed by a full-day workshop where the findings were discussed and optimizations were implemented immediately. Through the workshop, deal pipelines were optimized, and clear criteria were established for when a lead transitions into a deal. In the area of newsletter sign-ups, the registration process was streamlined, taking the multilingual nature of the newsletter into account.
Afterward, PROBIS received ongoing support to address specific requirements flexibly. Additional conversion optimizations for the newsletter were also implemented.
WPWA conducted a comprehensive HubSpot audit, followed by a full-day workshop where the findings were discussed and optimizations were implemented immediately. Through the workshop, deal pipelines were optimized, and clear criteria were established for when a lead transitions into a deal. In the area of newsletter sign-ups, the registration process was streamlined, taking the multilingual nature of the newsletter into account.
Afterward, PROBIS received ongoing support to address specific requirements flexibly. Additional conversion optimizations for the newsletter were also implemented.
WPWA Digital delivered the following services:
1. HubSpot Audit
- Detailed analysis of the existing HubSpot account
- Creation of a report with optimization recommendations
- Workshop preparation based on audit findings
2. Workshop & Training
- Discussion of audit results, including actionable recommendations and best practices
- Optimization and setup of workflows & automation
- Training on lead management, reporting, and sales sequences
- Hands-on implementation in HubSpot
3. On-Demand Support
- Continuous support for optimizing HubSpot processes
- Personalized consulting for new requirements and adjustments
- Technical assistance for specific HubSpot integrations
Through a structured audit, targeted training, and ongoing support, PROBIS significantly improved its use of HubSpot.
- More efficient sales and marketing processes through optimized workflows and automation
- Greater transparency in lead and deal pipelines with customized reporting
- Improved internal platform usage thanks to focused training and continuous support
With WPWA as a partner, PROBIS gained not only technical optimizations but also strategic guidance to fully leverage HubSpot’s potential.
