Milsource

MILITARY-GRADE COMMUNICATION SOLUTIONS

Milsource is the proud official US distributor of Techaya's MILTECH line of military-grade switching, routing and other communications solutions.

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Milsource

Massive Results

The result of our work process
Reps given custom workflows to assign leads by zip code

17

Reps given custom workflows to assign leads by zip code
Employees trained in the custom HubSpot process

20

Employees trained in the custom HubSpot process
Salesforce Integration

1

Salesforce Integration

Salesforce and Wordpress Migrations

Here's the scoop...

Winning the battles AND winning the war.

Milsource was brand new to the platform, so we set up their HubSpot and migrated their data over from Salesforce. This was a deeply technical process that involved special tools that help map properties from one database to the other.

Then, we migrated their Gravity Forms, bringing those over from Wordpress to HubSpot. 

When all the pieces were in place. First, we optimized some of their processes by consolidating 60 workflows into 2.

Finally, we engineered a very sophisticated lead routing engine for their third-party sales reps that was based on zip code territories (we’re pretty proud of that!).

HubSpot Tools Used

HubSpot Tools Used
HubSpot CRM

HubSpot CRM

Hubspot Sales Pro

Hubspot Sales Pro

Hubspot Marketing Starter

Hubspot Marketing Starter