BeSmart Corporation

Excellent business partner for implementation of new systems

Project Scope: The project was aimed at the comprehensive implementation of HubSpot CRM, including the migration and integration of the previous CRM system and the configuration of communication channels (WhatsApp) to improve sales management and customer tracking. BeSmart was responsible for: 1) The complete configuration and customization of HubSpot CRM, including sales pipelines, customized properties, automations and dashboards. 2) The implementation of integrations between the previous CRM and HubSpot through Make (Integromat), ensuring automatic synchronization of contacts, opportunities and statuses. 3) The technical configuration of WhatsApp channels, integrating them with HubSpot to allow the traceability of conversations, automatic registration of interactions and response from the platform. 4) The training of the commercial and support team in the use of the new integrated ecosystem. Execution and compliance with the schedule: The project was executed within the agreed timelines, with clear tracking of each stage and excellent schedule management. BeSmart maintained orderly planning, documented and aligned with business priorities, ensuring a seamless transition in the day-to-day operation. Quality of service: BeSmart demonstrated a high level of technical expertise and mastery of automation and integration tools, especially in HubSpot and Make. The configuration of the WhatsApp channel was particularly valuable, as it enabled smoother communication with customers, integrating messages directly into the CRM and automating lead assignment and conversation tracking. The quality of service was reflected in the accuracy of the integrations, the stability of the automated flows and the usability of the end system for the sales and care teams. Results and benefits: Thanks to BeSmart's work, the organization was able to: 1) Successfully migrate its operation to the new HubSpot CRM. 2) Integrate the previous CRM through Make, with real-time data synchronization. 3) Configure WhatsApp channels connected to HubSpot, improving lead management and communication with customers. BeSmart consolidated itself as a reliable strategic partner for digital transformation projects, standing out for its technical expertise, commitment and results orientation. Their support allowed us to implement a robust, connected and intelligent CRM ecosystem that optimizes communication, customer management and team productivity. We highly recommend BeSmart for projects involving CRM, cross-platform integrations, process automation and configuration of communication channels such as WhatsApp.