The Challenge
TAG Group was struggling with disjointed marketing and sales data due to the use of Salesforce for CRM and Mailchimp for email marketing. This fragmentation hindered their ability to efficiently track leads and convert them into customers. Additionally, maintaining a clean and organised database was cumbersome and time-consuming.
The Solution
TAG Group decided to seek a more integrated solution to streamline their operations. After evaluating several options, they chose HubSpot for its comprehensive marketing, sales, and service platform. Pixel Lab played a crucial role in this transition by cleaning up TAG's database and ensuring a smooth migration.
The Results
Following the migration, TAG Group saw remarkable enhancements in their operations:
A total of 61 reports have been generated, 29 of which are custom. They are all organised on dashboards specifically designed for management, sales representatives, and the marketing team. Additionally, 11 distinct templates have been crafted for future sequence use. The sales pipeline now includes various saved views, enabling the sales team to manage their workflow more efficiently.
Marketing:
17 lists have been created to segment contacts effectively. Since February, seven marketing emails have been dispatched, achieving an impressive delivery rate of 83.21%. Implementing a HubSpot inquiry form has led to 119 submissions since March, effectively capturing essential contact information.
