Three Ventures Technology, Inc.

Three Ventures Technology, Inc. was hired by a property management company to build a CRM and provide training on its use. The team at Three Ventures conducted a HubSpot audit, categorized records, customized experiences, and developed sales processes for lead qualification and deal management. The project resulted in an enhanced data model, automated process enforcement for deal management, and improved accuracy in pipeline reporting. The company found Three Ventures through an online search and chose them due to their high ratings, alignment with company values, and in-depth knowledge of the platform.

ZenQMS, a software company, engaged Three Ventures Technology, Inc. for data annotation services. The project involved property review and audits, CRM optimization, and programmable automation. The Three Ventures team conducted a comprehensive HubSpot audit, customized workflows, and enforced automated processes. The outcomes included improved data accuracy, effective property edits, archival and removal, and the creation of a centralized, reliable HubSpot environment for managing daily operations. ZenQMS selected Three Ventures based on their high ratings, budget-friendly pricing, and cultural fit.

Three Ventures Technology, Inc. was hired by a professional services firm, SVA, to optimize their HubSpot platform. The project involved integrating Acumatica ERP data into HubSpot, rebuilding and optimizing HubSpot to align with the company's sales process, and equipping the sales and marketing teams with workflows, segmentation, and training. The deliverables included a custom-built application to import data from Acumatica ERP into HubSpot, reconfiguration of HubSpot properties, workflows, and pipelines, and a strategic framework for ongoing use of HubSpot. The engagement resulted in improved client engagement and revenue growth. SVA chose Three Ventures based on their high ratings and budget-friendly pricing.