Improving sales efficiency and customer relationships with HubSpot implementation.

Client: HubSpot implementation

Commercial, Digital, Engagement, Strategy

The challenge

A leading firm of crisis insurance and risk consultancy experts were ready to scale their specialist services in international markets, but didn’t have an effective customer engagement framework to match.

Our approach

As a long term Hubspot partner, we knew how impactful the software solution could be for this business, and after a period of consultation, the Keystone team fully embedded the new functionality into the business, with full staff training.

Impact

HubSpot now powers sales and marketing across the business’s key growth regions, providing a secure, centralised database of all customer and prospect data. With detailed categorisation and full visibility of activity, the team now works from a single source of truth.

• engagement is tracked
• marketing impact is measured
• growth is supported by a scalable CRM.

Ongoing consultation with Keystone ensures continual optimisation, including the launch of a fully automated webinar series driven by the new system.