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Case study: The Literacy Company
Enabling automation and driving efficiencies via HubSpot Onboarding for nationwide educational consultancy
The challenge:
Key painpoints
- Their existing CRM (Insightly) didn’t give them the level of reporting they required as a business or single source of truth
- Data wasn’t consolidated and there were lots of data fields for similar properties within the old platform
- Wanted to automate internal processes to maximise efficiencies and scale delivery
The solution:
What we delivered
The Literacy Company felt confident working with the HubSpot tools and interface, so selected our Guided Onboarding package onto both Marketing Hub Pro and Sales Hub Pro.
This means that, through a series of weekly video calls, we showed them how to set up key areas of their new HubSpot portal with post-session homework for The Literacy Company to take away and implement themselves.
We also provided additional consultancy hours where we could answer any additional questions the team at The Literacy Company had and offer specific advice.
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The impact:
A CRM platform that can grow with them
Though our Guided Onboarding has a pre-set agenda, we make sure that for each client we listen to their specific requirements and goals so that they’re getting the most out of the process.
For every session, we provided recordings and wrap-up content for the team to refer back to, or even use in the future when training new employees.
Following their Guided Onboarding, The Literacy Company are now able to work more efficiently using the HubSpot platform, with the powerful sales and marketing tools at their disposal to deliver personalised campaigns at scale to generate awareness and new leads.
As they begin their HubSpot journey, the team are getting to grips with uploading their data and digging into the insights to gain deeper understanding of their market.
They’re also now in a great position to reduce workloads by automating repeatable processes, meaning they can put more focus on the bigger picture – delivering exceptional learning experiences for children around the UK.
