Three Ventures

HubSpot Overhaul That Actually Moved the Needle

We had been on HubSpot for about eight years by the time we engaged with 3 Ventures. That meant they weren’t working with a blank slate, they had to navigate an environment with existing data, structures, and legacy processes already in place. That can make things more complex, but they didn’t skip a beat. We brought them in as part of a larger shift. We had recently moved off Dynamics and made HubSpot our primary CRM. Since we use Acumatica as our ERP, that move surfaced a whole set of integration and workflow challenges. There’s no native HubSpot integration for Acumatica unless you’re using Acumatica CRM, which we weren’t. 3 Ventures solved that with a custom application that takes data exported from Acumatica and plugs it into HubSpot cleanly and reliably. They also built custom properties and workflows that mirrored how we actually store and use data, and they trained our sales team to use it effectively. The transition felt seamless. They went further than just setup. They helped us unlock value from the data we already had by building custom segmented lists using the ERP data, allowing us to market additional services to existing clients in a way we hadn’t been able to before. They also gave us a full framework to nurture new leads who come through gated content on our site via sales sequences in HubSpot. What stood out most was their approach. They didn’t just dive into the tool. They took time to understand our business and then built solutions from the ground up based on that understanding. It wasn’t about forcing HubSpot to work in a certain way. It was about aligning the tool to our business in the smartest way possible. Because of their work, we’re now in a much stronger position to attract new clients and drive revenue. We’re also finally able to capture and use data from our ERP in ways that influence and support existing client relationships. Personally, I couldn’t be happier with our experience. The team was sharp, communicative, and deeply knowledgeable, not just about HubSpot, but also the business side of what we were trying to achieve. I’d recommend them fully. And if anyone’s on the fence, I’m happy to take a call and walk through what they did for us.

Great team to work with, would recommend to anyone

ThreeVentures provided incredible support in cleaning up and optimizing properties across objects in HubSpot to support our growing commercial team. Over our three month partnership, they saved our operations team hours of manual clean up and consolidation of properties - including ensuring alignment across objects and replacing properties used in reporting and workflows with the most up-to-date options. Our data is much cleaner and easier to maintain and analyze. While we are still evolving and adapting our processes, the knowledge and support that ThreeVentures provided is helpful as we optimize and implement these processes. Shane, our main partner in this project, was communicative and efficient. He regularly asked clarifying questions before making any changes to ensure nothing was lost.

HubSpot sold us 3Ventures Brought it to Life

We Partnered with Three Ventures to help us make the transition from working with independent contractors to working with a team (3V). While our HubSpot account was working for us, we just didn't feel like it fully represented how our business needed to operate based on our processes. From the start, their deep HubSpot expertise and industry specific knowledge helped us quickly unlock more value from our HubSpot account. Over the course of 3 months we were able to get accurate reporting for Sales Analytics, forecasts based on Leads and Deal Pipelines, gain visibility to Customer Onboarding Pipelines plus automated schedule adherence for deadlines and turn HubSpot into a source of truth for Sales & Customer Success teams to manage their day to day operations. While those outcomes have solidified our long-term usage of HubSpot, the customization of our team's experience in HubSpot is the hidden gem in our day-to-day usage of the platform. Experiences are customized by the way each team needs to interact with the types of companies, contacts, and deals we have. Furthermore, the way they implemented custom lifecycle stages by type has really given us the levels of segmentability we need to outreach and connect with our prospects/customers at the right times. If you're reading this review and getting ready to make a decision to work with Three Ventures, just know I've been in your shoes and I'm very happy with the decision we made to work with them as a trusted partner.

Proven Partner with Wide Range of Skills and Services

Three Ventures goes well beyond traditional marketing agencies with an extreme dedication to delivering business results, versus task execution. They are a true business partner who will fight to do the right thing to help a startup grow. They have broad marketing, martech systems, and technical know-how and the GTM chops to architect high performance solutions.

We found a true partner in 3V!

We recently partnered with Three Ventures to re-configure our HubSpot to better align the platform with our business model, and the experience was nothing short of outstanding. The team helped us create a customized user experience that perfectly aligns with our needs. They help us map out our marketing and sales processes, ensuring everything was seamlessly integrated and effective. Additionally, they provided thorough training & training materials for our team and continue to coach us. The 3V team truly cares about filling our knowledge gaps and empowers us to feel more confident using the platform. Plus, they're a pleasure to work with and always come to meetings prepared with clear agendas and action items. Throughout our project, 3V gained a deep understanding of our business model and built trust with our leadership – so much so, that we have signed an additional contract with them to help us integrate more of our business to HubSpot! If you're looking for a team that combines technical expertise with a genuine commitment to your success, I highly recommend Three Ventures!

Great partner!

Three Ventures team was fantastic to work with. They were able to take our problems and help design solutions around them + implement them. The team really goes above and beyond in understanding the business needs and crafting solutions around those exact needs. It was a pleasure working with them - highly recommend.

Exceptional Services Provided by a World Class Company!

Three Ventures worked with our company to first understand our systems, processes and business models including our sales processes to be sure they understood how we managed our business to assure they could provide the proper recommendations and fully understand the scope of our project. Project Management Skills: Three Ventures excels in project management and works quickly to manage through challenges and objections to understand what's ahead, and cross tasks off the list and works to prioritize items to stay on track. The sense of urgency and ownership to move projects forward made it clear that I was working with the right team! Communication and Transparency: Curtis and his team are able to clearly communicate technical information to even the most non-technical individuals to allow for clear understanding of what has taken place and what next steps are. The open and honest communication showed to be one of the best parts about working with three ventures. They made all efforts to communicate any challenges, showed integrity, and honesty in all areas. We reviewed hours worked on a weekly basis and there was never any question as to if we were on track and on budget. Curits and his team are extremely open and honest and work with integrity always. Integration and systems connections: Curtis and team worked to help us better understand our own systems internally and how they worked from a technical perspective and made it clear what our connection integration options were, and worked to help us make the right decisions, by weighing out the pros and cons to make the right decisions for our company today and long term. Our ending outcome was, a custom hybrid integration between HubSpot and our on premise CPQ platform using Azure which included a custom application to handle endpoints for webhooks and custom business logic. HubSpot Sales Enablement, Training, CRM Implementation: Three ventures helped us to build out our CRM system based on our current selling process, create sales enablement tools, custom properties, custom pipelines, and customized automations to create an easy tool for sellers to use to help streamline sales processes and prospecting efforts. Three ventures created clear step by step written training documents to allow our sellers to refer back to use when needed. Professionalism: Three Ventures was extremely professional and pleasant to work with. They were accommodating to our scheduling needs, even though we were working in completely different time zone made every effort to make sure we didn’t notice a difference. After working together for some time, we have truly built a partnership and are planning on using them for other business needs as they offer many different services.

These guys are very skilled at HubSpot integration, we will work with them again.

We went to 3V with a long list of needs and a short timeline. Curtis and Conner were there for us every step of the way. They got our ticketing system, CRM, and website up and dialed in before our deadline. We had weekly update meetings, they took their time to teach us about the tools they were giving us, and it was a successful rollout.

Experts in HubSpot and analytics

3V is an excellent partner. Their HubSpot expertise helped take our customer marketing to the next level, and their data expertise was critical for our growth.

Excellent Partner

We've done two projects now with 3 Ventures and I would be happy to refer them to any new business that is looking to setup Marketing Hub and Sales Hub. I will be using them again and the future and I'm happy to call the team at 3 Ventures partners.