Set2Close

Set2Close was hired by Promatic Software for CRM consulting and implementation. The software company, represented by their Executive Account Manager, sought out Set2Close for Hubspot onboarding. Set2Close was chosen due to their competitive pricing and a referral. The project, which involved a single employee from Set2Close, consisted of weekly or bi-weekly onboarding consultations, helping Promatic Software get up and running with Hubspot.

Strategic Wealth Management, a firm specializing in retirement planning, engaged Set2Close for HubSpot implementation and training. The firm's partner found Set2Close through a referral and selected them due to their budget-friendly pricing and good value for cost. The scope of the project involved meeting biweekly with an Onboarding Specialist from Set2Close and utilizing the Set 2 Close Sidekick Chrome Extension to get started with HubSpot.

Set2Close was hired by Loop ERP, an ERP platform company, to implement Hubspot as a company-wide CRM. The CEO of Loop ERP found Set2Close through a referral and chose them due to their high ratings, good value for cost, and alignment with company values. The project involved the implementation of a full HubSpot ecosystem to support Loop ERP's sales and marketing operations. This included the configuration of a tailored CRM structure, industry-specific segmentation, automated lead scoring, and marketing automation. The result was a scalable and automated sales and marketing engine that supports Loop ERP’s growth from first contact through closed won.