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HubSpot Automation Lifts Efficiency

July 24, 2020

Bluecrest is a health screening company providing assessments to consumers and corporate clients. Learn how Boom boosts efficiency through HubSpot

THE BRIEF

Bluecrest is a private health screening company that provides affordable and convenient health assessments to consumers and corporate clients. Bluecrest approached Boom with a complicated tech stack and three distinct sales processes that included both B2B and B2C parts of the business. They needed HubSpot as a single source to consolidate their different systems, whilst also keeping all sales journeys intact.

The challenge Bluecrest faced was that their current technology was outdated and did not align to how their business was operating today. Not only did their systems fail to speak to each other, including their bespoke CRM, they had to constantly rely on CSV imports across the systems just to do anything, making scaling up impossible. Without the innovation of Boom’s Client Success Team, Bluecrest would have struggled to find a solution to consolidate and integrate their tech stack the way they wanted to.

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THE SOLUTION

The process involved weekly meetings with Boom that involved a lot of strategic conversations. This included a persona strategy session in order to build out their B2B audiences and give clarification to where they sat in the business. By completing the scoping and strategy before the HubSpot implementation, all within the 60-day timeline, Boom and Bluecrest were able to make sure every aspect of the onboarding was fit for use immediately, pending integration with the in-house CRM.

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THE RESULTS

The onboarding solution ultimately gave Bluecrest an all-in-one system, whereby all previous, cross-system, manual activities were automated through HubSpot’s features and its native integrations; a huge improvement in efficiency from their last process. Bluecrest have also benefited from Boom’s strategic guidance, relying on the mapping of the three different buyers journeys that made segmentation, communication, and reporting processes much more effective.

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What our clients say

“They have smart people across the board. We plan to expand our work with BBD Boom and highly recommend their professionalism, responsiveness and deep knowledge across the entire HubSpot platform.”

Tracey Palethorpe | Rosslyn Untitled design (62)

“Their project management is excellent and they really do deliver. I wouldn’t hesitate to recommend, they will really make a difference to your business. We absolutely wouldn’t have gotten to where we are now without them.”

Kerry Leighton-Bailey | Lumi Untitled design (86)

“The team at BBD Boom have helped us tremendously, we have enjoyed every second. They have reacted quickly and are always on hand to help us whenever we need, no matter how small.”

Alice Hills | Truespeed Untitled design (63)

"Me and my Marketing Operations Manager were so impressed by the audit! Clearly a lot of work and research went into it. It felt like a totally personalised session with vast amounts of added value!"

Verity Raphael | Streetbees Zkk6ufho_400x400

"By taking the additional time to really understand our business and how we work, the great team at Boom have enabled us to get the best from our HubSpot investment"

Elliott Carter | Perspicuity perspicuity icon

"They were very supportive and offered invaluable help to ensure we got the most from our HubSpot platform. I would happily work with BBD Boom again"

Kathryn Reeves | Poweron Platforms 1591800866017

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