“This CRM showcased the power of HubSpot’s integrated tools and workflows, enabling Mahercorp to centralise data, streamline operations, and enhance customer engagement with a cohesive and efficient system.”
— Mahercorp
MaherCorp’s HubSpot CRM Transformation: Implementation in 12-Weeks
Mahercorp, a leading construction and home-building company, faced significant operational inefficiencies due to fragmented data sources and an outdated CRM system. To address these challenges, they partnered with Social Garden for a full-scale digital transformation project. This case study highlights how we worked together to implement HubSpot Sales Hub and migrated Mahercorp from their previous system, resulting in enhanced operational efficiency and improved customer engagement.
The Challenge
Mahercorp struggled with multiple inefficiencies in its sales and marketing processes, including:
- Data fragmentation.
- Ineffective lead tracking and management.
- Lack of automation in lead assignments and sales processes.
- No standardised quoting system for the sales team.
- Inconsistent customer engagement due to unstructured marketing communication.
These limitations hindered the company’s ability to optimise lead management, close deals efficiently, and scale its operations effectively.
Strategy & Approach
Social Garden devised a structured, multi-phase approach to implement HubSpot and migrate Mahercorp’s data and processes.
Phase 1: Discovery & Planning
- Collaborated on developing the project plan and timeline, coordinated internal briefings to align on objectives and deliverables, and facilitated workshops to identify and define the setup requirements
Phase 2: Technical Setup & Integration
- Migrated data from MaherCorp’s previous CRM to HubSpot, ensuring preservation of all historical and active records.
- Created a quoting system within HubSpot to streamline deal management and sales operations.
- Implemented automated workflows for lead assignment, after-hours lead reassignment, and regional lead distribution.
- Developed a master email template for standardised and professional client communication.
Phase 3: Quality Assurance & Training
- Conducted rigorous Quality Assurance Checks to validate system functionality.
- Provided comprehensive team training to ensure smooth adoption and utilisation of HubSpot.
Phase 4: Deployment & Ongoing Optimisation
- Successfully launched the system, backed by real-time monitoring and continuous optimisation to maximise efficiency and performance.
- Integrated website forms and social media platforms with HubSpot for seamless lead tracking and engagement.
Optimisations & Key Enhancements
Automated Lead Distribution: Leads were assigned in a round-robin manner to ensure fair and timely follow-ups.
- Customised CRM Objects: Organised critical data for improved tracking of display traffic, agents, and sales.
- Streamlined Communication: Master email templates facilitated consistent and professional outreach.
Regional Lead Targeting: The Website Leads Journey Workflow directed leads from different regions to the appropriate teams.
Outcome:
- Faster Lead Processing: Reduced response time through automated assignments.
- Elimination of Data Fragmentation: Centralised data storage for improved accessibility and accuracy.
- Enhanced Marketing Campaigns: Standardised email templates improved engagement and customer relationships.
- Optimised Sales Workflows: Automated quoting and task scheduling improved deal closures and team productivity.
- Regional Lead Assignment: Complex lead allocation workflow setup dedicated to lead and contact assignment based on regional requirements.
The Website Leads Journey Workflow directed leads from different regions to the appropriate teams.
At Social Garden, we empower businesses with automation and CRM solutions to enhance efficiency. Our seamless HubSpot integration and Salesforce migration helped Mahercorp streamline operations, boost customer engagement, and scale effectively.
