HubSpot Sales Pro · Marketing Starter
Springfield Advisory
Insolvency Practice
The result
Years-long partnership
Services in this engagement
The challenge
Springfield Advisory needed a CRM to manage client relationships and improve their business-development process, while integrating with a new website.
What I did
- CRM implementationScoped the requirements and configured core functionality.
- Pipeline & automationsSales pipeline design and automated workflows.
- Website integrationSeamless connection with the new website and lead capture.
- Training & enablementTeam training on CRM usage and best practice.
- Ongoing supportA multi-year partnership with continuous optimisation.
Results
- Centralised client relationship management
- Automated business-development workflows
- Better lead capture from the website
- A working partnership with their marketing consultants and external partners
- A long-established relationship with excellent feedback