Case Study | Climbing Steps Multi-Brand HubSpot Portal

Climbing Steps is the umbrella company that encompasses three mobility equipment brands: Mobile Stairlift, Mobile Patient Lift, and Voltstair. All three brands are exclusively e-commerce.

Mobile Stairlift is a motorized portable stair chair device that allows patients with limited mobility to go up and down stairs with the help of a caregiver.
Mobile Patient Lift is a medical mobility device for bed bound patients. It’s used to transport patients from their bed around their home or care facility.
Voltstair is a brand that sells motorized stair climbing hand trucks.

Climbing Steps came to Mind & Metrics seeking a way to house three brands in one HubSpot CRM portal while keeping data organized and segmented by brand. Each brand has its own ecommerce store, and checkout is powered by Shopify.

We were challenged with finding a way to auto-segment customer data so each brand’s performance could be properly assessed, and sales communications could be accurately targeted. Additionally, we had to ensure that all three Shopify stores were properly integrated with HubSpot CRM.

SEGMENTED REPORTING

Created a custom HubSpot Contact Property called Store Interest and built workflows to set this property based on user action - page visits, form fills, purchases, etc. The Store Interest property can have more than one value for a contact, so a lead can be marked as being interested in more than one Climbing Steps store.
Used Store Interest property to segment reports, so our client can see which forms, campaigns, and webpages are performing. It’s also used to segment contacts to target marketing and sales communications.

GET A FREE CONSULTATION

In this free 30 minutes consultation, we’ll provide you with the following:

Assess your existing online presence and cx strategy and receive suggestions for improvement.
Identity your paid media strategy challenges and goals.
Discover how an improved paid media strategy could help you achieve your business goals
Discover potential tech stack integrations, enhancements or overhauls.

So let’s have a conversation and find out what being customer-obsessed looks like for your company.

CLIMBING STEPS:
DEAL TRACKING AND REPORTING FOR A MULTI-BRAND HUBSPOT PORTAL

CLIENT:

THE CLIENT'S ASK:

CHALLENGES:

Ensuring accuracy in reporting

Segmenting leads by website visited and products purchased

Qualifying leads and setting lifecycle stages

Utilizing Shopify data for CRM segmentation

SOLUTIONS:

SALES OUTREACH

DEAL PIPELINE TRACKING & REVENUE ATTRIBUTION

SEGMENTED REPORTING

RESULTS:

Increased accuracy in reporting

CONCLUSION:

SERVICES USED:

Sales Strategies & Sales Enablement

CRM Integrations & Implementations

Data Architecture & Strategy

Are You Looking For Similar Results For Your Brand?

GET A FREE CONSULTATION

UNITED STATES

SWITZERLAND

CLIMBING STEPS: DEAL TRACKING AND REPORTING FOR A MULTI-BRAND HUBSPOT PORTAL

CLIENT:

THE CLIENT'S ASK:

CHALLENGES:

Ensuring accuracy in reporting

Segmenting leads by website visited and products purchased

Qualifying leads and setting lifecycle stages

Utilizing Shopify data for CRM segmentation

SOLUTIONS:

SALES OUTREACH

DEAL PIPELINE TRACKING & REVENUE ATTRIBUTION

SEGMENTED REPORTING

RESULTS:

Increased accuracy in reporting

CONCLUSION:

SERVICES USED:

Sales Strategies & Sales Enablement

CRM Integrations & Implementations

Data Architecture & Strategy

Are You Looking For Similar Results For Your Brand?

GET A FREE CONSULTATION

CLIMBING STEPS:
DEAL TRACKING AND REPORTING FOR A MULTI-BRAND HUBSPOT PORTAL