CRM Integration
Services
HubSpot CRM Integration Aligns Sales & Marketing
Getting your sales and marketing teams on the same page is critical for a healthy sales funnel.
Charter Intelligence can help you create a single view of your customers across all business functions. This way, your data works even better, for you
Schedule Your CRM + Data Assessment
“ Charter Intelligence drastically increased our CRM with non qualified and qualified accounts alongside firmographics, technographics, market data and trends for easy lead scoring “
CMO of Mid-Market E-Commerce
Solutions Provider
Why Integrate with Charter Intelligence
CRM + Charter Intelligence DataBase = Stronger Sales Performance
Your data is only as useful for sales enablement when it is clean. Implementation or migration to a better CRM is a critical step towards optimizing your sales journey, but it doesn’t solve everything. The health of your CRM data matters, and Charter Intelligence can help.
Whether you’re migrating data from Salesforce (or any of the 300 other CRMs), you’ll get the benefit of Charter Intelligence’s data engineering and software to enable your sales and marketing teams to do what they do best: get leads and drive revenue.
How Migration Works
Initial Evaluation
Beginning with a discovery and kick-off call, you’ll meet your certified implementation specialist and the team who will learn everything about your sales enablement processes and walk you through the next steps.
Integration Build
By tailoring your integration with your custom fields, sync logic and field mappings, Charter Intelligence ensures your data remains intact and accurate across systems.
Validate, Enrich, and Expand
Charter Intelligence offers additional capabilities to run validation of any contact record in your CRM. We can also enrich this data or provide new sales data with our research capabilities-- including Lookalikes, Lead Scoring, and net new Sales Research.
Analyze
Prior to the integration, Charter Intelligence will audit your current data and analyze your marketing and sales funnel, assets, and workflow to determine areas of improvement.
Test and Implement
First, we perform quality assurance tests on all your sync flows and data. Next, complete historical sync populates your systems with all eligible records to date.
Our Approach to Procpect & Customer Data
Pain-staking attention to customer data is at the heart of the Charter Intelligence process.
Our dedicated team of CRM implementation experts and turnkey solutions empower clients to unleash the full potential of their customer data. Charter Intelligence has been a HubSpot Platinum partner since 2018 and was named one of a select few companies in the United States to earn their Advanced Implementation Certification (AIC) in March 2020.
Charter Intelligence-tific Experts in Data
and Sales Orchestration Tools
8
HubSpot AIC Certified Experts
10
Charter Intelligence Database with 10s of millions leads and data points
#1
Backed by the #1 B2B lead generation services company
850+
Backed by the #1 B2B lead generation services company
The Reviews Are In
See why our clients have rated Charter Intelligence #1 in lead
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Meet Your
Charter Intelligence-tists
CRM Implementation Expert + Enterprise
Sales Executive, HubSpot AIC Certified
Tarah Sattani
I deliver specialized service to customers with complex CRM migration, integration and implementation needs. I develop positioning, onboarding, collaborating, executing, and tracking processes in order to implement a new, more efficient system of record to meet a client’s goals.
I help clients to define and document their goals with the implementation:
– What are their business goals for migrating to the HubSpot CRM?
– What does success look like after the migration?
– What processes do they want to improve and/or automate?
Depending on the system, the client, and the timeline, my required deliverables can include any of the following: data migration, general system setup, automation, content creation, reporting functionality, integration setup and configuration, data enrichment, Account & Contact Lookalikes, Lead Scoring and net new Sales Research.
– What data can we provide to help you achieve your sales goals?
– What does success look like after 30, 90, 180 days?
– What is their biggest concern regarding the switch?
I help customers to personalize and map this new system cross-functionally to each department’s processes and requirements. I show them how everything is connected, how it all works, and how to navigate both new and existing workflows.
Go with a Winner
Charter Intelligence is proud to be recognized by INC 5000 as the 112th
fastest growing private company in the US, a testament
to the power of clean CRM data and the power of
Outbound Sales.
Schedule your Charter Intelligence Data Evaluation +
Offer
See if managed, affordable growth is for you!