Client
Better.co.uk
The Challenge
Better are one of the UK’s largest online mortgage brokers and are advanced users of HubSpot’s full ecosystem. With strong general technical expertise internally and day-to-day HubSpot admin in-house, they were looking to work with a HubSpot Consultancy who could help deliver strategic initiatives across the business. Core objectives have been to drive efficiency, deliver improved visibility of performance, smoother internal comms, help convert more leads into customers and then retain them for longer.
The Solution
Working with Better.co.uk on an ongoing basis, we have delivered a number of initiatives that are fundamentally improving how the business operates.
Key aspects of our work together has involved an audit of all existing HubSpot use and areas for improvement. This has been delivered in parallel with scoping and building a ticketing system for the mortgage documentation process to ensure a smoother transition between internal teams and to provide visibility into any areas of improvement.
We’ve also delivered a full review and recommendations of current CRM activity to customers and prospects.
Marketing Automation and Reporting have also been involved to deliver enhanced visibility to management of performance and improved efficiency of processes.
Services
HubSpot Consultancy
Full Portal Audit
Retained Support
HubSpot Areas Supported
CRM
Sales Hub
Service Hub
Marketing Automation
Reporting
CRM Review
Customer comms reviewed and improvements suggested
£20,000
worth of time saved from a single workflow automation
£20,000
worth of time saved from a single workflow automation
Ticketing
Full system implemented to deliver internal efficiency
Testimonials
Testimonials
Don’t just take our word for it
Don’t just take our word for it
We needed someone with specialist HubSpot knowledge to help us maximise the value we get from the platform. We had a number of complex technical problems which were creating inefficiency for our teams, and had legacy parts of our architecture which we wanted someone to audit against best practices in the market.
You have a brilliant understanding of the technical capabilities of HubSpot, which has allowed us to make better use of the platform across teams. You’ve been very collaborative and engaged well with stakeholders across the business, showing initiative to source problems, rather than just waiting for direction. You’ve been able to both provide high level technical guidance on core business problems and get your hands dirty implementing new functionality, which has been exactly what we needed.
James Croft, RevOps Lead, Better.co.uk
We needed someone with specialist HubSpot knowledge to help us maximise the value we get from the platform. We had a number of complex technical problems which were creating inefficiency for our teams, and had legacy parts of our architecture which we wanted someone to audit against best practices in the market.
You have a brilliant understanding of the technical capabilities of HubSpot, which has allowed us to make better use of the platform across teams. You’ve been very collaborative and engaged well with stakeholders across the business, showing initiative to source problems, rather than just waiting for direction. You’ve been able to both provide high level technical guidance on core business problems and get your hands dirty implementing new functionality, which has been exactly what we needed.
James Croft, RevOps Lead, Better.co.uk