Purple Insights

很棒的合作伙伴，很棒的体验！

当我们从 Salesforce 迁移到 HubSpot 时，Purple Insights 的 Becka 和团队帮助了我们。在迁移之前，贝卡帮助我们处理了 Salesforce 中的一些随机项目，她当时的工作态度非常好。但我们真正的工作是从迁移开始的。我们的 Salesforce 是一团糟，因为我们多年来一直在使用 DIY 创可贴解决方案，而且我们的组织完全没有任何战略。贝卡非常出色地帮助我们解决了所有问题，包括哪些东西需要搬过来以及如何搬过来。她对项目的管理井井有条，令人难以置信（以至于她不得不催促我做好自己的工作！）。她的定价非常公道，我从没觉得我们被多收了工时费。与她合作也很愉快。在相处的过程中，我对她有了一些了解，她是一个非常可爱的人。我们还利用贝卡（和她的团队）创建了品牌重塑后的新登陆页面模板，并为 HubSpot 编写了 HTML 签名。虽然我们还没有机会利用贝卡真正的超级能力--修订运营--但我已经看到了她在这方面的能力。只是我们还没有足够的预算（或者坦率地说没有足够的内部组织）来利用这一点，但我已经迫不及待了！总之，聘用贝卡和她的团队吧！

Critical Asset to Our Team

Becka is an invaluable member of our team, and we owe a great deal of our success to her contributions. As a small startup, we've had many hands in the pot with Salesforce and HubSpot over the years, resulting in a tangled mess. However, Becka stepped in and helped us streamline our fields, processes, and databases. She was also instrumental in guiding us towards a revenue strategy, a switch to ABM, and new workflows to improve our efficiency, data integrity, and overall satisfaction with our tools. Without Becka's expertise and hard work, we would not be where we are today. Her deep understanding of HubSpot and Salesforce has helped us optimize our data synchronization and ensure that our sales and marketing teams are getting the most out of these platforms. Becka's services are invaluable, and we consider her an indispensable part of our team's success.

Roost.ai review for Becka

Becca is not only a technical wizard with Salesforce (and other sales/marketing tools) but also an excellent collaborator and professional. She seamlessly integrated herself into our team and quickly identified areas where automation could enhance efficiency (for all of our tools/apps), implemented custom solutions (for both marketing and sales), and ensured our team had visibility to crucial data empowering us to make well-informed decisions. She was an absolute pleasure to work with and I am confident she will be an immediate valuable asset to any team or project that needs her expertise. I highly recommend Becka, you won’t regret it!