Learners.ai

LearnersはHubSpotの導入とオンボーディングにおいてトップクラスです！

HubSpot CRMの導入をLearnersと一緒に進められたことは、本当に素晴らしいの一言に尽きます。MortgageAutomatorとの統合は、うまくいかないこともありましたが、ワークフローを合理化し、時間を節約することができました！私たちはLearnersのツールやリソースにアクセスすることができ、彼らのトレーニングセッションは実践的で、私たちのニーズに合わせたものでした。 専門知識とサポートは非常に貴重なものでした。彼女は迅速で、知識が豊富で、私たちの成功に純粋に投資してくれました。HubSpotを最大限に活用したい方には、Learnersを強くお勧めします！

Learners.aiによるシームレスな住宅ローン自動化

申込書の処理方法をアップグレードする時期が来ていることに気づきました。旧システムでは、申し込みと住宅ローンの間にスムーズな自動接続がありませんでした。 レポートを正確に保つには、手作業で多くの更新を行う必要があり、引受担当者への引き継ぎが遅くなっていました。Learners.aiのチームは、HubSpotの問い合わせ受付システムを全面的に刷新し、申し込みから引受までシームレスに流れるようになりました。 以前は手作業でのデータ入力に多くの時間を費やしていました。今では、申し込みから資金調達された住宅ローンまで、すべてが自動的に流れます。パイプラインの可視性が格段に向上し、融資実行までのすべてのリードを実際に追跡できるようになりました。Learnersのチームはプロセス全体を通して非常に協力的で、私が思っていたよりも簡単に切り替えることができました。正直なところ、私の営業チームが事務処理に溺れることなく、最終的に新規ビジネスの獲得に集中できることを知って、とても安堵しています。

Great partner!

We brought Learners.ai in to optimize HubSpot, and they delivered exactly what we needed: clarity and actionability. Before, tracking sales performance and card activations felt disjointed, and aligning our goals with results was difficult. Learners.ai customized HubSpot to provide us with real-time insights into how our reps are performing and where opportunities lie. They streamlined processes and built automations that made tracking activations far more efficient. Their ability to connect the technical work to our broader business development targets made a significant difference. As Head of Business Development, these improvements have allowed me to focus less on chasing data and more on driving performance, which has been a game-changer for how we grow. We've continued to retain them as our technology partner, and I would highly recommend them.

Expert Partner

Learners.ai helped us rethink how we approach CRM in banking as part of our larger digital transformation initiative. They didn’t just provide a solution—they helped us tackle deeper challenges like disconnected systems and inefficiencies that were holding us back. Their work integrating HubSpot with our core banking platforms has been a game-changer, creating a unified system for managing customer data and generating actionable insights. Every phase of the project has been executed with precision, ensuring smooth adoption through targeted training and helping us shift toward a more data-driven and customer-centric operation. The real value has been their ability to align their work with our vision for the future. We’ve already retained them for the next steps in our transformation, and they’ve proven to be the kind of partner who delivers what they promise while helping us build a scalable foundation for growth. I would highly recommend them.

HubSpot implementation and ongoing support partnership

The experience with Learners has been phenomenal. We partnered with them to implement HubSpot for our company as well as ongoing relationship as support. The team is professional, dedicated, driven, and a pleasure to work with. My role is CRM Manager, so I work very closely with Salman and his team.

Really Helpful Team

The team we had was amazing. So helpful, kind, smart, and hardworking. Any questions or issues, or ideas we had, they were quickly working behind the scenes to help us. Sometimes even solving problems behind the scenes while we were still debating if it would be possible.

Fantastic Partnership! Highly Recommend

We created a custom object in Salesforce and needed to have the associations replicate in HubSpot. We were told we needed Operations Hub and custom code to create those associations. Our team was recommended a different HubSpot Partner that over promised and under delivered. They built code that did not accommodate for the OpsHub API limits and so our API limits were being blown and the code was silently failing behind the scenes. We had been stuck for MONTHS. Having been burned previously, I admit I was worried about engaging with another partner, however the Learners.ai team ensured they would not initiate the engagement unless they were confident they could resolve the issue. They took a little time to review our issue, our data and come up with a solution. Fully confident, they developed recommendation and went straight to work! They partnered with our team to successfully deliver, test, and deploy an app to resolve our issue in about 2 weeks. We are over the moon! The solution is successfully processing our records and the engagement was completed in record time.

The team we needed to help with our SAP - HubSpot Integration

Howard from MTC Solutions. Just wanted to share our experience with Learners.ai. We were wrestling with integrating SAP Business One and HubSpot, two critical platforms for us, and it was proving to be quite the challenge. Trying to get these two systems to play nice felt like trying to untangle a pile of holiday lights, which was quite frustrating and time-consuming. Then along came Learners.ai. Now, I know tech companies are a dime a dozen these days, but these folks are different. They rolled up their sleeves, got stuck in, and pretty much made our headaches disappear. Their understanding of our unique business requirements was fantastic and the integration solution they crafted was custom-tailored to suit us - like a well-fitted suit. It allowed us to bring together data from SAP and HubSpot, creating a central point for all our information, eliminating the need to constantly switch between systems. But they didn't stop there! They helped add some pretty clever bells and whistles - creating custom objects for efficient data syncs, applying association logic for improved visibility, and even developing a handy little app for data reconciliation. The cherry on top? Even our "non-tech savvy" members can use it with ease. The impact has been, in short, amazing. Operational errors have reduced, and our reporting and analytics are sharper. The application saves us time and money, while adding to our ability to increase revenues. It's fair to say our day-to-day operations have gotten a whole lot smoother. In short, we're pretty thrilled with Learners.ai. They didn't just provide a solution, they became our partners in progress! Whether you're a tech whizz or a newbie, these folks will have your back, just like they had ours. Highly recommend them.

Very Helpful

Our team was very responsive and always open to look into changes that would be beneficial to my team. They were very kind and patient in teaching. They always made themselves available to us.

Great Partner Agency Especially if HubSpot is Not Your Only Technology

I was referred to learners by my HubSpot account manager and they did not disappoint! I came to them with two initial projects, migrate from an API on our website (HubSpot CMS) to private apps. Since they are skilled with many software and our corporate IT is a Microsoft shop, they were able to leverage our tools to get the job done. The other project was clearing numerous HubSpot / Salesforce sync errors that cropped up after we changed our sales process in SFDC. They were able to quickly and easily knock this project out. We also had an attribution issue due to contacts not be associated with opportunities in Salesforce and they are able to expertly handle that too. Much love to the learners team and I look forward to working with them again in the future!