Three Ventures

HubSpot 彻底改变，让针尖真正动了起来

与 3 Ventures 合作时，我们已经使用 HubSpot 八年了。这意味着他们不是在一张白纸上工作，而是要在一个已有数据、结构和传统流程的环境中工作。这可能会让事情变得更加复杂，但他们没有丝毫懈怠。 我们请他们来是为了实现更大的转变。最近，我们不再使用 Dynamics，而是将 HubSpot 作为我们的主要 CRM。由于我们使用 Acumatica 作为企业资源规划系统（ERP），这一举措带来了一系列集成和工作流程方面的挑战。除非您使用的是 Acumatica CRM，否则 Acumatica 无法与 HubSpot 进行原生集成，而我们使用的不是 Acumatica CRM。3 Ventures 通过定制应用程序解决了这一问题，该应用程序可以获取从 Acumatica 导出的数据，并将其干净、可靠地插入 HubSpot。他们还建立了自定义属性和工作流程，以反映我们实际存储和使用数据的方式，并对我们的销售团队进行了有效使用培训。他们的工作远不止设置这么简单。他们帮助我们从已有数据中挖掘价值，利用企业资源规划数据建立自定义细分列表，使我们能够以以前无法实现的方式向现有客户推销其他服务。他们还为我们提供了一个完整的框架，通过 HubSpot 中的销售序列来培育通过我们网站上的门控内容获得的新线索。 最突出的是他们的方法。他们不只是潜心研究工具。他们花时间了解我们的业务，然后在此基础上从头开始构建解决方案。这不是强迫 HubSpot 以某种方式工作。由于他们的工作，我们现在在吸引新客户和增加收入方面处于更有利的地位。我们也终于能够从企业资源规划系统中获取并使用数据，从而影响和支持现有的客户关系。 就我个人而言，我对我们的经历感到非常满意。他们的团队非常敏锐、善于沟通，而且知识渊博，不仅了解 HubSpot，还了解我们想要实现的业务。我会全力推荐他们。如果有人还在犹豫不决，我很乐意接听电话，向他们详细介绍他们为我们所做的一切。

合作愉快的团队，愿意向任何人推荐

ThreeVentures 在清理和优化 HubSpot 中各对象的属性方面提供了令人难以置信的支持，以帮助我们不断壮大的商业团队。在三个月的合作中，他们为我们的运营团队节省了数小时的手动清理和属性合并工作，包括确保各对象之间的一致性，以及用最新的选项替换报告和工作流程中使用的属性。 我们的数据更加整洁，更易于维护和分析。虽然我们仍在发展和调整我们的流程，但 ThreeVentures 提供的知识和支持对我们优化和实施这些流程很有帮助。 Shane 是我们在这个项目中的主要合作伙伴，他善于沟通，效率很高。在做出任何改动之前，他都会定期提出明确的问题，以确保万无一失。

HubSpot 把我们卖给了 3Ventures 将其变为现实

我们与 Three Ventures 合作，帮助我们从与独立承包商合作过渡到与团队（3V）合作。虽然我们的 HubSpot 账户对我们很有用，但我们觉得它并不能完全代表我们的业务流程。从一开始，他们深厚的 HubSpot 专业知识和特定行业知识就帮助我们迅速从 HubSpot 账户中挖掘出更多价值。在 3 个月的时间里，我们获得了准确的销售分析报告、基于潜在客户和交易流水线的预测、客户入职流水线的可视性以及截止日期的自动时间表，并将 HubSpot 变成了销售和客户成功团队管理日常业务的真实来源。这些成果巩固了我们对 HubSpot 的长期使用，而团队在 HubSpot 中的定制化体验则是我们日常使用该平台过程中的闪光点。我们根据每个团队需要与公司、联系人和交易类型进行互动的方式定制体验。此外，他们按类型实施自定义生命周期阶段的方式，确实为我们提供了所需的细分水平，让我们能在正确的时间与潜在客户/客户进行外联和联系。如果您正在阅读这篇评论，并准备决定与 Three Ventures 合作，请知道我也曾站在您的立场上，我对我们决定与他们合作成为值得信赖的合作伙伴感到非常高兴。

拥有广泛技能和服务的可靠合作伙伴

Three Ventures 远远超出了传统营销机构的范畴，他们专注于提供业务成果，而不是执行任务。他们是真正的业务合作伙伴，会努力做正确的事来帮助初创企业成长。他们拥有广泛的市场营销、市场技术系统和技术知识，以及构建高性能解决方案的 GTM 技能。

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.