HubSpot Implementation and Training for Heraeus Medevio
Data importation and CRM alignment for a medical device company
About the Company
Heraeus Medevio is a medical device company that strives to improve lives by bringing life-saving and life-changing medical devices to market. They function as an extension to medical device OEM teams by supporting them from concept to production ramp with a tailored, end-to-end approach, expanded capabilities, and access to global resources.
They provide a breadth of expertise in leading-edge technologies and supply chain excellence to solve complex challenges, delivering high-quality performance and high-value solutions with a 170-year history in materials science.
Project Description
This HubSpot implementation and training project for Heraeus Medevio included a comprehensive discovery process for their current CRM. After field research, custom property mapping, and structured data set-up, the O8 team was able to import and QA deliverables outlined in an importation document.
This was followed by a UX/UI review for navigating and operating in Hubspot, creating custom views and setting card properties, and training the Heraeus team on how to best operate and use each hub.
The O8 team was also able to deliver property management, custom view, and user role management recommendations. This was followed by connecting and setting up app integrations and user roles.
