HubSpot Implementation & Training for a Pharmaceutical Engagement Platform

Company Overview

A UK-based technology platform serving the pharmaceutical industry, focused on healthcare professional engagement. The engagement included HubSpot implementation, training, and exploration of Clay as a data enrichment tool.

The Challenge

• Needed a CRM to manage relationships with pharmaceutical companies and healthcare professionals
• The team required training to adopt HubSpot effectively across the organisation
• Specific challenges around lead generation, partner management, or engagement tracking

Scope of Work

• HubSpot CRM implementation and configuration
• Team training on HubSpot usage and best practices
• Clay demo and evaluation for data enrichment and prospecting
• Pipeline setup for tracking their sales cycles
• Contact segmentation for email marketing campaigns

Tech Stack & Integrations

Key Deliverables

• Configured HubSpot portal for pharmaceutical engagement context
• HubSpot training delivered to the team
• Clay demo and evaluation conducted