Studio-quality headshots, onsite or virtual, at scale.
Two brands, two databases, no way to compare them.
Merge to one CRM, clean it up, then build the reporting.
As the FullFunnel sales operations team started to explore the HubSpot environments and discussed the desired outcomes for reporting and attribution with the Capturely team, it became evident that the two HubSpot environments would have to be merged to create one single source of truth across the entire corporation. To achieve this, FullFunnel used the Capturely HubSpot environment as the new single CRM and then took steps to merge the Headshot Truck data into the Capturely CRM. Custom fields were used to create individual brands within one CRM, making it easily trackable for both teams.
Once all the data from the Headshot Truck HubSpot environment was in its new CRM, the FullFunnel team was able to start building reporting and analytics to provide the team with a snapshot of what was driving revenue, the return on ad spend, and other key metrics important for any sales, marketing, and demand generation team as a whole.
The FullFunnel team worked on projects such as attribution reporting, sales pipeline reporting, sales and marketing forecasting, separating HubSpot contacts between guests and decision makers, and identifying points of contact for each project. They also conducted custom reporting and performed a HubSpot form audit and cleanup initiatives. Additionally, the FullFunnel team created a marketing scorecard report to help analyze ad performance, social interactions, and ad spends. They also assisted the Capturely group in removing over 5,000 duplicate contacts with no company email address or phone numbers available in the system. This data cleanup helped the sales and marketing team focus on the contacts that were important and reachable, while those who were not were either removed from the system or marked as other.
CRM consolidation
Used the Capturely HubSpot environment as the new single CRM, migrated The Headshot Truck data into it, and used custom fields to track each brand individually within one system.
Attribution & forecasting
Built attribution reporting, sales pipeline reporting, and sales and marketing forecasting, separating contacts between guests and decision-makers and identifying points of contact per project.
Data cleanup
Performed a HubSpot form audit and cleanup, removing over 5,000 duplicate contacts with no company email or phone number, so the team could focus on contacts that were reachable.
Marketing scorecard
Created a marketing scorecard report to help analyze ad performance, social interactions, and ad spend across both brands.