Social Garden’s expertise helped us streamline our systems, automate processes, and enhance data accuracy. Our team is now equipped to handle leads more efficiently, thanks to their support and training
— UNE PARTNERSHIP
HubSpot Lead Management and Training: UNE Partnerships’ Seamless Support
UNE Partnerships needed to optimise their marketing automation processes, streamline lead assignments, and ensure accurate reporting on lead sources. Facing manual inefficiencies and gaps in data tracking, they turned to Social Garden for support. Acting as an extension of their Marketing team, we seamlessly integrated into their operations, delivering the dedication and expertise of a full-time employee. This close partnership allowed us to support the overflow of technical work, enabling UNE Partnerships to scale their operations effectively while maintaining precision and technical excellence.
Through a comprehensive HubSpot retainer, we audited, optimised, and automated workflows, ensuring smooth lead assignment and lifecycle management. In addition, we provided targeted training sessions, including content hub and operations hub advisory and consultation training, equipping the UNE Partnerships team to leverage HubSpot’s capabilities fully. Reporting systems were refined to capture data from various referral sources, delivering comprehensive insights into lead origins and ensuring accurate reporting across all channels.
Optimising lead processes and reporting through HubSpot automation
Solution: Conducting a strategic audit with a focus on automation
Our team performed an in-depth audit of UNE Partnerships’ HubSpot setup to identify inefficiencies in lead assignment and data tracking. This enabled us to recommend and implement targeted optimisations for workflow automation, user access, and reporting accuracy. A third party integration was also utilised to manage more of the complex functionality requirements.
Process: Automating lead assignments to enhance efficiency
Manual lead assignments were replaced with automated workflows that routed enquiries to the appropriate team members based on enquiry type and course interest. Implementing third party software allowed for additional routing criteria and advanced distribution based on scheduling. This reduced response times significantly and allowed the team to focus on engaging high-value prospects.
Reporting: Improving referral tracking for better insights
UNE Partnerships struggled to pinpoint where their leads were originating, particularly from key partners. By refining HubSpot’s reporting capabilities, Social Garden enabled UNE Partnerships to gain a clearer understanding of lead sources, ensuring resources were allocated effectively and strategically. Implementing scheduling parameters and time based lead routing improved key reporting metrics, specifically response time reporting for sales associates.
Game-changing optimisations that empowered the team
Training the UNE Partnerships team
Social Garden provided customised HubSpot training sessions, covering workflows, reporting tools, and lifecycle management. This empowered the internal team to manage their CRM independently and sustain improvements over time.
Automated workflows for lead engagement
By implementing automated lifecycle updates and prompt lead follow-ups, customer interactions were streamlined. Leads were nurtured efficiently, and enquiries were no longer delayed, improving overall engagement rates.
Results: Tangible improvements in operations and engagement
The collaborative partnership delivered substantial results, including:
- Faster response times through automated lead assignment
- Improved reporting accuracy, providing full visibility into lead referral sources
- Increased team efficiency with reduced manual tasks and automated workflows
“By optimising workflows and reporting systems, we enabled UNE Partnerships to improve lead engagement and achieve long-term operational efficiency.”
— Sam Gossage,
Head of Marketing Automation
Like what you see?
Get in touch & let's make it happen
Agrifutures
ANU International Campaign
The Australian National University (ANU) College of Asia and the Pacific aimed to promote its postgraduate courses across key Asian markets.
Equality Institute
Southern Cross University Calling
Southern Cross University (SCU) faced a challenge during a peak enrolment period: needing to increase the acceptance rates of offers to prospective students, but being stretched thin on resources for outreach.
ANU Experience TikTok
Australian National University (ANU) partnered with us to bolster their brand awareness, specifically focusing on the university’s student services.
TikTok for Gen U
genU Training Advertising
More than ever, prospective students want you to anticipate their needs and offer relevant experiences.
