Enhancing CRM and Operational Efficiency with HubSpot

 

Roxhill, a leading digital PR software company, faced operational challenges with their previous CRM system, Capsule, which hindered efficient sales operations and customer engagement. Seeking a comprehensive solution, they decided to invest in HubSpot. By partnering with BBD Boom, a trusted HubSpot consultancy firm, Roxhill overcame their challenges and achieved significant operational efficiencies, ultimately driving growth in their subscription-based business model.

 

 

 

Prior to adopting HubSpot, Roxhill encountered limitations with Capsule, which excelled in outbound marketing but fell short in managing sales operations and customer engagement effectively. The absence of an integrated system caused disconnection and duplications, leading to inefficiencies and inaccurate reporting.

 

 

Roxhill's decision to invest in HubSpot was strategic, with a focus on addressing their sales and account management needs. To optimise the implementation, they collaborated with BBD Boom, a HubSpot recommended consultancy. BBD's team worked closely with Roxhill to understand their unique challenges and optimised HubSpot to align with their processes.

 

The collaborative effort involved:

• Fixing misaligned associations and integrating HubSpot with their invoicing system
• Standardising processes to leverage HubSpot's default workflows and capitalise on future updates
• Enhancing HubSpot's capabilities for marketing, sales, and account management needs

 

The implementation of HubSpot and collaboration with BBD yielded remarkable results. Roxhill's sales and account management teams became approximately 10% more efficient, while marketing also saw improvements. Automation and streamlined processes allowed their finance team to achieve significant time savings. Additionally, the optimised HubSpot setup prepared Roxhill for future growth, with a 30% increase in business and a successful second product launch.

 

Advice for Businesses Considering HubSpot:

 

 

Looking ahead, Roxhill is poised to build on its achievements and capitalise on the strong foundation established through the optimised HubSpot implementation. The company aims to consolidate its marketing efforts around HubSpot, leveraging its comprehensive reporting capabilities to gain valuable insights and make data-driven decisions. With BBD's ongoing support, Roxhill will continue refining its content strategy, managing paid media campaigns, and receiving dedicated HubSpot assistance.