Washington State University & HubSpot

Washington State University works with a number of companies in various industries to match them with potential partners in the same industry. The companies in question can be working on the following: 

1. Networking
2. Investment opportunities
3. Partnerships

Washington State University acts as a mediator between the two companies. The university uses HubSpot to manage:

1. Companies
2. Potential opportunities for the companies working with WSU
3. Deals between companies through WSU

1. Automate their HubSpot instance
   1. Automate the review process for the two companies that are being matched. The current automation is via a connector in HubSpot which creates issues with the automation of the review process.
   2. Streamline the matching process. The current process is a multi step process for matching potential business partners.
   3. Automate the email creation process. The emails are sent to WSU and the companies that are matched based on the matching process.  
2. Automate the Deal notification process
   1. Notification when a deal is reached between two partner companies.
   2. Reminders of open proposals/connections for the companies.
3. Map out the processes for matching and emails to improve the HubSpot capabilities for WSU.

Cetrix updated WSU’s HubSpot to be responsive to their needs. WSU’s HubSpot instance was updated to do the following in a streamlined manner: 

1. Improvements to the CRM functionality to meet WSU’s needs for:
   1. Seeing where potential deals are in the flow. The university was previously unable to see the status and next steps for potential deals. 
   2. See approvals for deals and add data to HubSpot for easy reference. This simplified the deal information and reduced the risk of manual data entry errors. 
   3. See which companies are matched up based on their data. This provides new potential opportunities for the members of the WSU program. 
   4. Store company information. 
   5. HubSpot optimization of the workflows to improve useability by WSU.
2. Enhanced automation of deal activities
   1. Internal notifications of deals that have been approved by the companies.
   2. Quicker alerts of deals that have been approved by the companies.
   3. Alerts on outstanding matches that have had no action taken on them.