Markoverse Labs

BACKGROUND

Please describe your company and position.

I am the Senior Manager - Strategy and Growth of Aekot

Describe what your company does in a single sentence.

Salesforce and CRM implementation company

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Markoverse Labs to accomplish?

• Custom HubSpot Quote Template Development and Automation
• Real-time Data Updation in HubSpot Database

SOLUTION

How did you find Markoverse Labs?

Slack group

Why did you select Markoverse Labs over others?

Pricing fit our budget

How many teammates from Markoverse Labs were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Various customisations in Hubspot.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Created custom line item properties for Quantity, Term, and Partner Discount in HubSpot.

Built the base structure for the custom-coded quote template using HubL, HTML, and CSS inside HubSpot CMS.

Created a well-structured, accurate, and professional quote template within the HubSpot CRM, adhering to both functional and visual standards.

Implemented conditional display logic for discount columns in quote templates.

Implemented automation to update deal and report line items when a quote is published. Confirmed real-time updates of deal amount without needing custom properties.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

All the deliverables were met as per the timelines committed.

What was your primary form of communication with Markoverse Labs?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Great tech skills.

Are there any areas for improvement or something Markoverse Labs could have done differently?

Followups can be improved to reduce TAT.