About
🚀 I help organisations transform the way they work using HubSpot.
With a…
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Articles by Hannah
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🚨 BREAKING NEWS: We're thrilled to announce that BabelQuest, multi-award winning and multi-accredited Elite HubSpot partner, will be sponsoring the…
🚨 BREAKING NEWS: We're thrilled to announce that BabelQuest, multi-award winning and multi-accredited Elite HubSpot partner, will be sponsoring the…
Liked by Hannah Fisher
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Conference season is well underway, and I have a question for all you road warriors: What happens to your “community” when the event ends? I'll…
Conference season is well underway, and I have a question for all you road warriors: What happens to your “community” when the event ends? I'll…
Liked by Hannah Fisher
Experience
Education
Licenses & Certifications
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Level 3 Certificate in Digital Marketing Business Principles
BCS, The Chartered Institute for IT
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Level 3 Certificate in Marketing Principles
BCS, The Chartered Institute for IT
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Projects
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International client | HubSpot and Salesforce integration
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See projectHubSpot is used by Marketing to capture & nurture leads before passing them to Sales at point of qualification. Sales then tracks & manages the leads in Salesforce.
HubSpot's certified Salesforce integration was used to set up an automatic, bi-directional sync between the two systems.
The first step was to map out which HubSpot properties were required to pass data to Salesforce, & which Salesforce properties were required to pass information back.
We then ensured these…HubSpot is used by Marketing to capture & nurture leads before passing them to Sales at point of qualification. Sales then tracks & manages the leads in Salesforce.
HubSpot's certified Salesforce integration was used to set up an automatic, bi-directional sync between the two systems.
The first step was to map out which HubSpot properties were required to pass data to Salesforce, & which Salesforce properties were required to pass information back.
We then ensured these data fields existed in both systems & that there was alignment in the field types.
Once mapped out, sync rules were determined for each set of properties to dictate how data would be synced.
The criteria for a HubSpot 'Salesforce inclusion' list & a Salesforce 'HubSpot sync sharing' rule were defined to outline which records & information was to be synced.
Determining which records would sync between the systems was imperative as the client was an international business with the requirement to partition data by region.
When the 'blueprint' of the data sync was finalised, the integration was set up to connect the client's HubSpot & Salesforce Sandboxes.
As these sandboxes mirrored production accounts it enabled us to work through a series of user stories to test the integration.
It also enabled BabelQuest to undertake 'Sync maintenance' training to ensure in-house skill & confidence in the ongoing upkeep of the data sync.
The sync was then set-up in the production environments.
The sync allowed data to pass between HubSpot & Salesforce seamlessly, & maintain consistency between Marketing & Sales.
With automation in place to pass leads through to Salesforce once qualified, Marketing no longer had the manual task to notify Sales.
The sync allowed Sales to have access to a full record of all interactions & activities that had taken place with leads.
With Salesforce opportunities creating deals in HubSpot, Marketing were able to report on the ROI of each of the marketing campaigns. -
BlueCube Security | Custom object to set goals and forecast against margin
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See projectA client needed their sales managers to be able to set monthly margin goals for their sales reps, and view the margin goal forecast to keep track of the team's progress towards these goals.
The first step in the process was to build out a margin calculator in the company currency (GBP) in the portal.
Calculation deal properties were created to calculate the sum of the margin values for all the line items associated to the deal. Once a value is held in this calculation property…A client needed their sales managers to be able to set monthly margin goals for their sales reps, and view the margin goal forecast to keep track of the team's progress towards these goals.
The first step in the process was to build out a margin calculator in the company currency (GBP) in the portal.
Calculation deal properties were created to calculate the sum of the margin values for all the line items associated to the deal. Once a value is held in this calculation property the deal is enrolled in a workflow which next looks at the currency of a deal.
As the client works in multiple currencies within their portal, the first workflow action was an if/then branch which looked at the currency a deal was set as.
Additionally, a calculation deal property 'Margin %' was created which divided the amount in company currency by the margin in company currency and multiplied it by 100 to work out the margin percentage for each deal.
The final deal property to calculate for this project was 'Weighted margin in company currency'.
The next step in this project was to create a custom object for 'Margin goals'.
This custom object was designed to only associate with deal records and contained the following properties:
Margin goal name
Owner
Margin goal set by
Margin goal close date
Margin goal
Margin goal obtained calculation
Margin goal obtained
Margin goal obtained %
Weighted forecast
Weighted forecast
Forecast submission notes
Both the margin goal database table and the record left sidebar have been built out to show the key pieces of information needed to be viewed on a forecasting call.
By clicking on 'preview' for each of the associated deal cards the sales manager and rep will be able to see key financial details, along with the last activity date record for the deal and the next step as inputted by the sales rep, this 'next step' property can be updated from the preview bar on a forecast call by the sales manager. -
BabelQuest | Service Hub internal change request process
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See projectHubSpot's Service Hub features were used to track and manage an internal change log process.
This was achieved using HubSpot's Service Hub. A 'HubSpot Administrator request' form was built out utilising both contact and ticket properties to capture the information about the request and the requester. Submissions of this form created a conversation in an 'Administrator Inbox' which were associated with a ticket record that was also created on the 'Administrator Requests' ticket…HubSpot's Service Hub features were used to track and manage an internal change log process.
This was achieved using HubSpot's Service Hub. A 'HubSpot Administrator request' form was built out utilising both contact and ticket properties to capture the information about the request and the requester. Submissions of this form created a conversation in an 'Administrator Inbox' which were associated with a ticket record that was also created on the 'Administrator Requests' ticket pipeline.
Pipeline automation was used to push the request ticket along the pipeline, sending out communications and creating tasks as required.
This process enabled the the automatic collation of a 'Change log' (the ticket database) and for requests to move through an approval and priority process before being assigned as an action to the HubSpot Administrator. -
Opus | Microsoft Dynamics and HubSpot integration
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See projectWorking collaboratively with Opus, we used HubSpot's data sync integration to bi-directional sync lead, contact and account data from their Microsoft Dynamics 365 account with data stored in contact, company and deal records in their HubSpot portal.
Using custom field mappings to ensure a bespoke, fit-for-purpose data sync was mapped out, closing the loop between marketing and sales. -
Logicalis | HubSpot portal partitioning using business units
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See projectBusiness Units allows users to manage multiple brands from one HubSpot account. I set one up to regionally partition a client's Enterprise portal.
A global information and communications technology infrastructure and service provider tasked BabelQuest with partitioning their Enterprise portal by region.
HubSpot's Business Units tool was used to create a global account level business unit and a regional business unit which sat within that for the UKI team. This business unit had…Business Units allows users to manage multiple brands from one HubSpot account. I set one up to regionally partition a client's Enterprise portal.
A global information and communications technology infrastructure and service provider tasked BabelQuest with partitioning their Enterprise portal by region.
HubSpot's Business Units tool was used to create a global account level business unit and a regional business unit which sat within that for the UKI team. This business unit had it's own customised branding, brand domain, forms, pages and emails.
This enabled the client to easily delineate CRM records, assets and conversions to effectively report on the data by region as well as by whole group. -
Dallington School | Paperless student recruitment and admissions process
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See projectThe first step of this project was a data export from the existing HubSpot portal Dallington where sharing with their previous HubSpot Agency. The exported data was then cleansed and imported into a new bespoke set-up HubSpot portal.
Next, a focus on an inbound content methodology to drive traffic to the website with forms and meetings links embedded on the site to capture prospects data. These leads where then sent follow-up communications and internal notifications and records created…The first step of this project was a data export from the existing HubSpot portal Dallington where sharing with their previous HubSpot Agency. The exported data was then cleansed and imported into a new bespoke set-up HubSpot portal.
Next, a focus on an inbound content methodology to drive traffic to the website with forms and meetings links embedded on the site to capture prospects data. These leads where then sent follow-up communications and internal notifications and records created via automation workflows, before being enrolled in a 'keep-warm' workflow. This workflows sends out regular marketing emails linking to the registration form, push enquiries through to a conversion.
The registration form was built on Jotform, integrated with HubSpot and embedded on the school website - dallingtonschool.co.uk/apply. This was due to Jotform having the ability to add a paypal element to the form so payment of the registration fee could be received upon submission of the form, streamlining the process. HubSpot form payments are not yet live in the UK.
A HubSpot list was created to filter out the records that had been highlighted as those to offer places to and an email template with personalisation tokens was built and distributed either in bulk via list enrolment in an 'offer letter' sequence or on a case-by-case basis using the template in an email.
The offer letter linked out to the acceptance form which was also built in Jotform and integrated with HubSpot, again so a payment element could be used on the form to receive the deposit upon acceptance of an offered place.
The final stage of the admissions process was a bespoke XML integration with iSAMS to push accepted pupil records through to the school's MIS system.
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