Learners.ai

학습자는 HubSpot 구현 및 온보딩에 있어 최고 수준입니다!

HubSpot CRM 구현을 위해 학습자와 함께 일한 것은 매우 특별했습니다. 처음부터 저희의 비즈니스 요구 사항을 이해하기 위해 적절한 질문을 던지고 맞춤형 솔루션을 제공하여 운영 방식을 변화시켰습니다. 모기지 오토매이터를 통합한 후 문제가 없지는 않았지만 워크플로우가 간소화되었고 시간을 절약할 수 있었습니다! 학습자 도구와 리소스, 실용적이고 저희의 필요에 맞춘 교육 세션에 액세스할 수 있었습니다. 전문 지식과 지원이 매우 귀중한 에밀리에게 큰 박수를 보냅니다. 그녀는 반응이 빠르고 지식이 풍부하며 우리의 성공을 위해 진정으로 투자했습니다. 그녀의 전략적 조언이 없었다면 지금 이 자리에 오를 수 없었을 것입니다! HubSpot을 최대한 활용하고자 하는 모든 분들께 학습자를 적극 추천합니다!

Learners.ai를 통한 원활한 모기지 자동화

저희는 신청서 처리 방식을 업그레이드할 때가 되었다는 것을 깨달았습니다. 기존 시스템에서는 신청서와 자금 지원 모기지 사이의 자동 연결이 원활하지 않았습니다. 보고서를 정확하게 유지하려면 많은 수동 업데이트가 필요했고, 이로 인해 언더라이팅으로 넘어가는 속도가 느려졌습니다. 학습자.ai 팀은 HubSpot의 문의 접수 시스템을 완전히 개선하여 이제 신청서가 언더라이팅까지 원활하게 전달되도록 했습니다. 예전에는 수동 데이터 입력에 많은 시간을 소비했습니다. 이제 신청서부터 자금 지원 모기지까지 모든 과정이 자동으로 진행됩니다. 파이프라인에 대한 가시성이 훨씬 더 좋아졌고 실제로 모든 리드를 대출금 지급까지 추적할 수 있습니다. 학습자 팀은 전체 과정에서 매우 적극적으로 지원해 주었고, 덕분에 예상보다 쉽게 전환할 수 있었습니다. 솔직히 영업팀이 서류 작업에 몰두하는 대신 새로운 비즈니스를 유치하는 데 집중할 수 있게 되어 정말 안심이 됩니다.

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!