Process Pro Consulting

From Salesforce GTM Power User to HubSpot GTM Power User (thanks to Process Pro!)

Before working with Process Pros, I was struggling to structure an effective top-of-funnel process—especially as a lifelong Salesforce user navigating HubSpot for the first time in a fast-moving startup. Process Pros supported us with detailed process consulting, HubSpot architecture, documentation, and clear flow charts that made it easy to understand and scale our lead management system. The most significant outcome has been clarity: our lead flow is now organized, actionable, and aligned across stakeholders. Jillian, in particular, was exceptional—she quickly absorbed fragmented information, read between the lines, collaborated with the right teams, and wasn’t afraid to push back when it served the process. Working with Process Pros has been seamless, responsive, and genuinely empowering. They helped us get out of our own way, and I’d highly recommend them to any team needing expert, hands-on HubSpot guidance.

A Knowledgeable and Reliable HubSpot Implementation Partner

Process Pro significantly streamlined our organization’s transition into HubSpot. Due to initial data transfer challenges, our marketing team lacked reliable contact lists and the bandwidth to build complex workflows. Process Pro quickly partnered with our IT team to ensure our database was properly imported, cleaned, and structured. They developed a branded email template, built and launched our marketing campaign workflows, and provided clear guidance on segmentation and email validation to improve our sending performance. Throughout the engagement, their team demonstrated exceptional responsiveness, deep platform expertise, and a solutions-oriented approach. They consistently offered best practices tailored to our needs and helped us understand how to expand our use of HubSpot without feeling overwhelmed. Their support has been invaluable. Process Pro has delivered both technical precision and strategic insight, and I highly recommend them to any organization seeking a knowledgeable and dependable HubSpot partner.

Responsive, Knowledgeable Team That Delivers Results

Our team partnered with this HubSpot Solutions Partner to tackle a complex integration between HubSpot and our invoicing system, and the experience exceeded expectations. They supported us through the entire process—from custom integration work to ticketing setup, reporting, and ongoing technical guidance. As a result, our invoicing workflow is significantly faster, issues are resolved more efficiently, and we now have far better visibility through improved tracking. Their entire team is incredibly responsive, communicative, and always willing to jump in when needed. It’s clear they bring deep HubSpot expertise to every discussion. We’ve genuinely enjoyed working with them and would highly recommend them to any organization looking to enhance their HubSpot operations.

5 Stars for ProcessPro!

Overall I've had a great experience working with ProcessPro over the last 9+ months and would strongly recommend them to anyone looking to beef up their marketing abilities within HubSpot. First, they truly are experts within HubSpot and almost immediately have an idea for a solution or workaround to any questions or problem I have. They are always willing to hop on a quick call to understand the issue in more detail and have very realistic and manageable turnaround times for various projects. It's so easy to ask them a quick question and get an answer via slack or email. Overall they have been a true pleasure to work with and I would recommend them to anyone looking for HubSpot marketing support!

Top Notch

Highly professional group of HubSpot experts that are all a joy to work with and effective!

Knowledgeable, Supportive, and Great to Work With

We’ve had a great experience working with Process Pro Consulting on our HubSpot setup. They helped us roll out marketing and are now supporting our sales onboarding, and the whole process has been smooth, organized, and surprisingly easy. They really take the time to understand what we’re trying to do and map out a plan that makes sense. One thing we’ve really appreciated is how much they’ve focused on training us—not just doing the work, but actually helping us build the skills to manage HubSpot confidently on our own. Their support around data mapping, reporting, and dashboards has also been valuable. They helped connect data that lived in Salesforce, but with specific dashboards that help with our marketing analytics. They also handled our Salesforce integration really well, making sure everything works the way our team needs it to. Overall, they’re knowledgeable, patient, attentive, and genuinely great to work with.

Excellent Partner!

The team helped us build a private app to pass our loan data through to one of our largest client's CRM. Our partner was apprehensive about using a third party due to poor experiences in the past, but they sung Process Pro's praises once the project was complete. Along with our partner, we at Zippy were extremely pleased with the smooth, professional, and well-managed process of handling the integration. Excited to work with them on the next one!

Process Pro is the best!!

Working with the Process Pro team has been a great experience. They’re highly attentive, organized, and keep us accountable to best practices something I’ve really appreciated throughout the Lead Management rollout we just launched. This project has been complex, involving multiple systems, user groups, and change-management layers. The team not only helped us think through implementation planning and execution but also pushed us to define the right long-term framework for scalability. They asked thoughtful questions understand our business, and were willing to dig into the operational details to make sure the solution truly worked for us. Their consistency and follow-through helped us stay on track and launch a process that’s already showing measurable impact. It’s clear they care about outcomes, not just deliverables, and that level of partnership is hard to find. Process Pro is key to our daily management of HubSpot and large projects. The team continues to be a pleasure to work with and we would not be successful without them.

An Invaluable Partner for Streamlined Operations

My organization has been working with Process Pros Consulting for the past four years, and while I’ve only partnered with them for the last three months, I can confidently say they are an enormous asset. From day one, they’ve been instrumental in my onboarding and in supporting the successful launch of several key initiatives. Working specifically with Christian Hempen has been a pleasure—his technical expertise, responsiveness, and problem-solving skills stand out. Whenever an issue arises, he’s quick to provide clear, effective solutions. The entire Process Pros team is knowledgeable, reliable, and committed to delivering results. Simply put, there hasn’t been a problem they haven’t been able to solve yet.

From No CRM to a Fully Functional HubSpot System

Before working with PPC, we struggled without a true CRM and were forcing a project management tool to fill the gap. PPC guided us through Sales Hub and Service Hub onboarding while building a data infrastructure that finally gave us the foundation we needed. Today, all of our contacts, companies, and sales pipeline data are organized, accessible, and easy to understand—our CRM and support system truly work for us. Jillian was an incredible partner throughout the process. She made scheduling and communication seamless, and every onboarding session was clear, structured, and even enjoyable. This is my second engagement with PPC, and both times they’ve exceeded expectations. I highly recommend them to any organization looking to set up HubSpot the right way.