Unstructured documents like invoices, banks statements, contracts, rent rolls, bill of lading, energy/utility bills, ACORD forms, IRS Form 1040 are hard to read. Docsumo’s intelligent AI enables you to extract and easily review only the fields you need from such complex documents. They are trusted by the world’s biggest data-driven businesses. Their self-serve interface enables 10X efficiency for your teams and business processes. Say bye-bye to manual data extraction and human errors.
Identification of problem before offering HubSpot’s best practices
Docsumo, a company providing AI-powered document processing solutions, was facing challenges with their CRM current platform Zoho. The platform is not meeting their needs for streamlining marketing and sales activities, resulting in decreased productivity and inefficiency in their daily operations. Docsumo was experiencing issues with Zoho’s limited customization options and lack of integrations with other critical business applications. As a result the company is struggling to gain insights into customer behavior and effectively manage their sales funnel.
Docsumo decided to switch to HubSpot, a more flexible and user-friendly CRM platform. HubSpot offered a range of customization options, including the ability to create custom fields, automations, and integrations with other platforms The user interface is simpler and more intuitive making it easier for the team to manage their sales and marketing activities. The switch to HubSpot was a successful solution for Docsumo, allowing the company to overcome their limitations.
Znbound’s team of HubSpot specialist assisted  with the implementation of HubSpot Marketing and Sales software & built a plan for launching Docsumo’s automation journey with their  first email campaign along with setting up their sales pipelines, third-party integrations and social channels for effective reach out
At Znbound, we understand the importance of effective training when it comes to using HubSpot to its fullest potential. As a HubSpot partner agency, we take pride in providing comprehensive onboarding and training services to our clients, and we were thrilled to have the opportunity to work with Veris to help them get up and running with the platform. Our team of experts provided hands-on training sessions for Docsumo’s team, ensuring that everyone felt comfortable and confident using the platform.Â
We went over the basics of the platform, including how to navigate the interface, transferring the data from Zoho CRM to HubSpot and how to use different features, as well as best practices for getting the most out of HubSpot. We made sure to leave plenty of time for questions and one-on-one support to make sure that everyone had a solid understanding of the platform and how to use it effectively.Â
At Znbound, we know that integrating HubSpot with other third-party tools is key to unlocking its full potential. We took a strategic approach to the integration process, carefully evaluating the client's needs and recommending the best solutions to meet those needs. Our team was able to streamline the integration process, ensuring a smooth and seamless experience for the Docsumo team members. Throughout the process, we provided ongoing support and training to make sure the client was comfortable using the platform and taking advantage of all its features.
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