Purple Insights

Fantastisk partner, fantastisk oplevelse!

Becka og teamet hos Purple Insights hjalp os, da vi migrerede fra Salesforce til HubSpot. Vi fik Becka til at hjælpe os med et par tilfældige ting i Salesforce før vores migrering, og hun var fantastisk at arbejde sammen med dengang. Men vores virkelige arbejde begyndte, da vi migrerede. Vores Salesforce var et stort rod efter mange år med lappeløsninger og absolut ingen strategi for vores organisation. Becka var FANTASTISK til at hjælpe os med at finde ud af det hele, herunder hvad vi skulle tage med over og hvordan. Hun var utroligt organiseret, da hun styrede projektet (til det punkt, hvor hun var nødt til at skubbe til mig for at gøre min del!) Hun var meget fair i sin prissætning, og jeg følte aldrig, at vi fik for mange timer. Hun var også bare en fornøjelse at arbejde sammen med. Jeg lærte hende lidt at kende i løbet af den tid, vi tilbragte sammen, og hun er bare en dejlig person. Vi har også brugt Becka (og hendes team) til at skabe vores nye landingsside-skabeloner efter vores rebranding og til at skrive vores HTML-signaturer til HubSpot. Vi har dog ikke haft mulighed for at bruge Becka til hendes virkelige superkræfter - rev ops - men jeg har set, hvad hun kan gøre der. Vi har bare ikke haft budgettet (eller helt ærligt organisationen internt) til at udnytte dette endnu, men jeg kan ikke vente, til vi gør det! Kort sagt, ansæt Becka og hendes team!

Critical Asset to Our Team

Becka is an invaluable member of our team, and we owe a great deal of our success to her contributions. As a small startup, we've had many hands in the pot with Salesforce and HubSpot over the years, resulting in a tangled mess. However, Becka stepped in and helped us streamline our fields, processes, and databases. She was also instrumental in guiding us towards a revenue strategy, a switch to ABM, and new workflows to improve our efficiency, data integrity, and overall satisfaction with our tools. Without Becka's expertise and hard work, we would not be where we are today. Her deep understanding of HubSpot and Salesforce has helped us optimize our data synchronization and ensure that our sales and marketing teams are getting the most out of these platforms. Becka's services are invaluable, and we consider her an indispensable part of our team's success.

Roost.ai review for Becka

Becca is not only a technical wizard with Salesforce (and other sales/marketing tools) but also an excellent collaborator and professional. She seamlessly integrated herself into our team and quickly identified areas where automation could enhance efficiency (for all of our tools/apps), implemented custom solutions (for both marketing and sales), and ensured our team had visibility to crucial data empowering us to make well-informed decisions. She was an absolute pleasure to work with and I am confident she will be an immediate valuable asset to any team or project that needs her expertise. I highly recommend Becka, you won’t regret it!