Shape & Scale

Shape & Scale was hired by SocialBloom, a marketing agency, to build out their HubSpot and set up their CRM, thereby organizing their sales process in one place. The selection of Shape & Scale was influenced by their high ratings, geographical proximity, cultural fit, cost-effectiveness, and company values. The team of 2-5 employees from Shape & Scale successfully implemented a full build-out of HubSpot, ensuring it was operational quickly. They also provided consultation on best practices.

In another project, Shape & Scale was contracted by Credit.com, a financial services and media company, to report on business development advancements, document partner communication, and track the sales process. The company chose Shape & Scale based on their budget-friendly pricing, referral, and alignment with their company values. The team from Shape & Scale effectively compiled data for upload to the new HubSpot CRM, defined and selected appropriate nomenclature and structure for the CRM, cleaned up duplicates and bad data, set up automation, and trained the team on how to use the CRM going forward.