Client Overview
Founded in 1982, CA manages Condominiums, Co-Operatives, Homeowner Associations, and Multi-family residential real estate across Florida. They provide boutique management services, which require knowing and understanding your clients and their needs. By focusing first on building strong relationships, it allows our teams to understand better what motivates clients and in turn, what drives key operational aspects within the property. Today, CA provides boutique services in the areas of facilities management, staffing and personnel management, front desk support, concierge services, administrative support, and property maintenance.
Challenge
Condominium Associates Inc. needed a way to manage four separate brands under one centralized platform, enabling them to streamline operations across their marketing and sales efforts.
They faced challenges in organizing and coordinating campaigns and data for each brand.
Specific Issues
- They want to manage their 4 brands uniquely and separately without losing the company unification
Solution
On The Fuze set up HubSpot’s Sales and Marketing Hubs to allow the client to manage all four brands in one place, with customized solutions for each brand’s unique needs.
Implementation Steps
- Created separate workflows and campaigns for each brand to manage marketing and sales processes effectively.
- Integrated HubSpot’s CRM to centralize data for all four brands.
- Automated key processes such as lead management, email marketing, and campaign reporting.
Tools Used
- Sales Hub: For organizing sales efforts and data across all brands.
- Marketing Hub: To manage and automate marketing campaigns for each brand.
Conclusion
Tatiana Rosas is a HubSpot Expert
"Tatiana Rosas at OTF significantly enhanced our HubSpot onboarding experience. Her flexibility and collaboration skills ensured that our marketing automation and CRM systems were tailored specifically to our needs. Tatiana's ability to teach and guide us through unfamiliar areas of the system was exceptional. She broke down complex concepts into manageable steps and provided hands-on technical assistance when required. Tatiana's dedication to understanding our unique requirements and customizing the implementation process was evident throughout. Her patience and willingness to go above and beyond were crucial to our successful onboarding. Her efforts have undoubtedly contributed to our improved productivity and the efficient use of HubSpot. She has an incredible knack for making complex tasks feel effortless, which is quite impressive."
Elijah Stubblefield
Director of Technology and Operations