Turn Your CRM into a Revenue Engine with HubSpot
From disconnected customer operations to one connected HubSpot platform
About the Client
This rapidly growing B2B business uses HubSpot as their marketing, sales and customer service platform. As the company was growing, they needed a better CRM environment to support the company's expanding business.
Marketing, Sales and Service were engaged in various processes. Manual workflows and data silos in the CRM system were causing teams to lack collaboration and visibility into customers.
The company also had access to HubSpot features which weren't being used fully. There was a lack of data insight and manual data transfer was required for integration.
They were seeking a more integrated HubSpot ecosystem that would enable them to streamline repetitive tasks, boost collaboration and drive sustainable growth.
Customer Feedback
“HubSpot finally provided our teams with a single platform. We now have one place to execute customer operations, and the automation and the better processes just make every day easier on our teams.”
Head of Business Operations
HubSpot Creates a Connected Foundation for Customer Operations
The Unboxx team optimized HubSpot using the business processes around the company with Marketing Hub, Sales Hub, and Service Hub.
Workflows streamlined repetitive tasks throughout the marketing, sales and service teams. The CRM data was additionally normalized to generate a consistent perception of the data connected with a customer.
HubSpot APIs and Zapier connected business apps to the CRM, so there was no need to copy and paste data between the two.
Leadership had increased visibility on business performance using dashboards. Educational initiatives, documentation, and governance also supported teams in their confidence of using the platform.
This HubSpot workspace was perfect for customer operations integration, and it was the platform to support future automation and growth.
The Difference
The organisation moved from siloed customer processes to a unified platform of HubSpot – bringing together marketing, sales, and service.
The automated workflows took repetitive tasks away and offered a more standardized approach to the daily activities performed by CRM.
Customers had an improved visibility across departments because of a standardized data and connected systems. Dashboards were also in place to provide leadership with a view on what was happening in the business at the time.
With the new setup, the company could now start to grow its business with a solid foundation without any additional manual work.
Results
Reduction in Manual CRM Work
Improvement in CRM Data Accuracy
Improvement in Marketing and Sales Alignment
Faster Lead Management with Automated Workflows
Improvement in Customer Service Response Efficiency
Increase in HubSpot Adoption Across Users
Key Takeaways
The organization transformed HubSpot into a single platform that was utilized to synchronize marketing, sales and service teams.
Automated workflows, CRM standardisation and system integration minimised manual effort and increased team visibility of customers and enhanced collaboration.
The outcome was a flexible HubSpot solution that improved platform adoption, increased operational efficiency and provided a solid foundation for continued business development.