059: Office Hours | Bringing Heart into Building Hubspot with Berlin Heart

The Digital Marketing Mentor

In this episode, learn how Optidge teamed up with Berlin Heart to customize HubSpot, revolutionizing their data management. Explore the challenges Berlin Heart faced with spreadsheets and discover how Optidge customized HubSpot to streamline workflows and enable remote accessibility. Hear about the benefits of tailored CRM solutions and join us as we uncover the transformative power of this partnership with Berlin Heart.

An Optidge "Office Hours" Episode

Our Office Hours episodes are your go-to for details, how-to’s, and advice on specific marketing topics. Join our fellow Optidge team members, and sometimes even 1:1 teachings from Danny himself, in these shorter, marketing-focused episodes every few weeks. Get ready to get marketing!
Episode Highlights

• Berlin Heart came to Optidge to help set up Hubspot, a customer relationship management system (CRM), for their unique needs. As a medical device company that develops, produces, and markets innovative devices for mechanically supporting the heart, Berlin Heart needed the CRM to do more, and be more of a database management system.
• They needed to transition from a system of data management that existed in 12-20 spreadsheets, only accessible in the office, with multiple redundancies - to a cloud-based, interconnected database of data. They needed to track hospitals, staff, patients, devices, training logs, status updates, maintenance records, and more. And they needed to know their information was up-to-date and accurate.
• Optidge utilized Hubspot’s custom objects to build out an expansive, interconnected database system for Berlin Heart. Through the creation and customization of custom objects, they could oversee a variety of data points configured in different ways. They could see all the device pump changes and their next needed timing. They could view all the patient status updates for a given week in one table. They could also look at a specific device and see which hospital, patient, staff, and crate it was currently connected to.

Episode Links

• Berlin Heart
• Berlin Heart LinkedIn

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