株式会社StartLink

Rebuild marketing infrastructure by building HubSpot workflow integration logic and improving traffic source data

As we operated HubSpot, the number of workflows we had created in the past was growing and approaching the maximum number in our current plan. In addition, traffic source data was scattered across various properties, requiring data backtracking to accurately mark lead acquisition paths. StartLink Inc. assisted us in building/implementing workflow integration logic to address the above issues. This not only avoided the workflow limit, but also reduced the operational burden by eliminating the need to create individual workflows in the future. In addition, new properties (utm, etc.) were designed for the scattered traffic source data, and data retrospectives were implemented for contact and transaction data. It is now possible to accurately identify which leads were acquired through which channels, including past data. In addition to the technical implementation, the project was promoted smoothly with support for reviewing the MQL determination logic and organizing the operational flow, with a view to actual operation.

SFA migration from Matsuka Sales to HubSpot and initial construction of sales management infrastructure

We had been operating SFA using Matsuka Seris, but decided to migrate to HubSpot for the purpose of centralized management of sales data and to build a more scalable CRM infrastructure. Since this was the initial introduction of HubSpot, we asked StartLink Inc. to support us with the introduction of HubSpot, including confirmation of the operation method and data migration. In the migration project, in addition to migrating sales data from Matsuri Caseris, StartLink supported us in designing transaction stages that fit our sales flow and in developing a basic structure as an SFA. We had to get used to HubSpot when we first implemented it, but as we use it on a daily basis, we are gradually becoming more familiar with the screens and operational flow. Now that we have completed the initial construction of the reporting and target management functions, we intend to visualize our sales activities and establish organizational operations in the future. We are very grateful to StartLink Inc. for their consultation in setting up the details. Thank you very much.

CRM migration from Salesforce to HubSpot and lead/campaign management structure

Although we had been using CRM with Salesforce, we decided to migrate to HubSpot's Enterprise plan for cost advantages and a more flexible "lead management" mechanism. In order to implement the migration project, we asked StartLink Inc. to provide implementation support. We feel that we were able to customize the system to fit our business model by designing new transaction management stages and cleansing unnecessary data as we migrated from Salesforce. We have already started using lead management/campaign management in our seminars, and we would like to operate CRM systematically in HubSpot in the future, including authority management as we increase the number of members.

HubSpot report design and custom build support for sales visualization for tax firms.

Although we had already implemented HubSpot, we wanted to visualize sales activities and aggregate data more accurately and efficiently, so we asked StartLink Inc. to help us build the system. Despite the short time frame of the project, we were able to quickly design reports that allowed us to grasp sales KPI and action status at a glance, and to create custom objects specialized for tax accounting firms. The speedy design and construction of HubSpot, and the fact that it was designed with a view to the future operation phase, were also very reassuring.

Review of HubSpot environment design / HubSpot accompaniment support / Consultation on Slack

We had already introduced HubSpot and were operating it in practice without any problems, but in order to use HubSpot more deeply, we asked StartLink Inc. to provide companion support for HubSpot. StartLink has knowledge not only about HubSpot but also about external services such as Generation AI and Notion, so we were able to consult with them not only to master HubSpot but also to collaborate with other services afterwards. We are very happy to hear constructive suggestions such as "I think it would be better to set up the workflow in this way" or "I think it would work better with this kind of modification," taking into account our practical operations, since he is well versed in HubSpot's structure. They have been working quickly to improve HubSpot through Slack communication and regular meetings at meet, and we hope they will continue to support us in the future.

We received support for the speedy initial construction of HubSpot and the use of the generated AI!

We asked StartLink Inc. to support us from the initial construction of HubSpot to the utilization of the generated AI, based on the background that we wanted to effectively utilize the data assets from attracting customers to business negotiations for our company's media. We feel that the initial construction of HubSpot went smoothly, not only because they understood our business model while constructing the HubSpot environment, but also because they introduced case studies of other companies. The atmosphere of the meeting was cheerful, so we were able to discuss various ideas and proceed to the study of using generative AI, which was very satisfying. We would like to continue to work with them as a companionable partner in the future.