“The Marketing Pod’s team really went the extra mile in ensuring our CRM meets our needs. The new data capabilities acquired as a result will bring tremendous added value to our business. Their digital team has a wide range of expertise across all digital marketing channels, and the fact that they’re HubSpot Platinum Partner gave us the extra confidence of knowing that best practice would be followed at all times.”
The brief
When a leading tech and support provider recognised a need for a CRM solution to manage its data and enable delivery of a better CX, it chose HubSpot and turned to The Marketing Pod for help in setting the system up and maximising ROI.
Our approach
Stage One: Onboarding the right way
To ensure they got the most out of HubSpot, we worked closely with the client’s team on a bespoke onboarding programme, which included transforming and importing existing data, and building customised dashboards. We also tailored the Hubspot experience to them by:
- Building workflows to handle tasks
- Creating four bespoke Live Chat inboxes and chat flows
- Integrating the existing website to allow web-to-lead functionality, with enhanced user tracking
Stage Two: A bespoke brand
From there, we focused on enhancing the brand through:
- Quote templates with custom domains
- Email templates and sections
- Landing page templates
- System page design
We also integrated the client’s business software with Outlook and Teams, and custom-built a private app for live product availability, pricing and more.
Step Three: In-depth training
All of this was supported by bespoke training sessions across different departments, including management, sales, admin and marketing, to ensure widespread uptake and consistency of use.
The results
Full initial setup and training were completed in just one month, allowing the client to have a comprehensive and integrated HubSpot CRM system built with its needs and wants in mind.
The tech provider is now equipped with fantastic CX tools and data insight capabilities, which allow their teams to take rapid and decisive action when needed.
Alongside the initial project, the client also purchased a number of retainer days per month, which has allowed The Marketing Pod to respond to their requests and make CX and UX improvements rapidly.
Thanks to our ongoing collaboration and weekly calls, we are on hand to help whenever they need, and can quickly answer queries, fix bugs, and suggest the best solutions moving forward.
Pod services used
HubSpot integration
Design
