Togal.ai

Togal is an AI-driven pre-construction tool that aids estimators in securing more bids and expanding their business. Instantly identify, quantify, analyze, and tag project areas and elements on architectural blueprints and designs within seconds rather than hours.

Service: Marketing Automation, HubSpot Portal Audit

Industry: Computer Software

Location: United States

Hubs: Marketing

togal ai - hubspot marketing automation

Story

The Togal team has asked Anton to conduct a HubSpot Portal Audit to understand what operations can be improved and which features are unused. They also have some tasks to fix workflows and train the team to use the HubSpot portal more effectively. Togal wanted to automate emails based on Deal Stage changes to save time for their specialists for other tasks.

Solution

We conducted a comprehensive HubSpot audit and found opportunities for Togal to automate its processes. After providing the audit, we agreed on working on the most important items, and also started working on the client's task list. The main thing was to automate sending emails after a specific deal stage changes. We implemented Marketing Hub to automate email marketing and segment the contacts based on narrow triggers. The new, unused features were configured, and the Togal team was educated by Velainn on how to use HubSpot more effectively.

Results

  • Marketing Hub is implemented
  • Togal team time was saved with the help of marketing automation
  • The team adapted to HubSpot and use features they did not use before to streamline their operations and speed up closing deals

Are you interested in improving your Marketing processes?

Services & Products used

Workflow - marketing automation

HubSpot Marketing Automation

Marketing automation involves leveraging technology to enhance and simplify marketing activities, making them more efficient. It employs a unified automation platform to oversee all campaign elements from one location, covering areas like email and social media marketing, mobile messaging, and ad management, and more.

Read more
Website Report

HubSpot Marketing Hub

Marketing Hub Professional provides all the tools for marketing teams to showcase ROI, execute large-scale automated campaigns, and work together productively. At Velainn, we can consult you about Marketing Hub, find the best options to meet your Marketing needs, and, as a HubSpot Partner, provide discounts for HubSpot software subscriptions.

Contact us to know more

Togal review

Johnny Togal - HubSpot Portal Audit
5.0

Velainn team was very helpful. They did all the work we asked them for, they know Hubspot very well and are very proficient with it."

Johnny Maghzal, Head of Growth at Togal