CX across the public and private sector
The brief_
Concorde Technology Group, a tech and support provider to the private and public sector, recognised a need for a CRM solution to manage their data and enable them to deliver better CX. After selecting HubSpot, they approached us for help in setting the system up and maximising their ROI.
Stage One: Onboarding the right way
To ensure Concorde got the most out of HubSpot, we worked closely with them on a bespoke onboarding programme, which included transforming and importing existing data, and building customised dashboards. We also tailored the Hubspot experience to them by:
Building workflows to handle tasks
Creating four bespoke Live Chat inboxes and chat flows
Integrating their existing website to allow web-to-lead functionality, with enhanced user tracking
Stage Two: A bespoke brand
From there, we focused on developing unique and bespoke branding, including:
Quote templates with custom domains
Email templates and sections
Landing page templates
System page design
We also integrated the client’s business software with Outlook and Teams, and even custom-built a private app for live product availability, pricing and more.
The results_
Alongside the initial project, Concorde also purchased a number of retainer days per month, which has allowed us to respond to their requests and make CX and UX improvements rapidly.
Full initial setup and training were completed in just one month, and Concorde is now equipped with fantastic CX tools and data insight capabilities. Plus, we’re on hand to help however they need, when they need it.
A comprehensive and integrated HubSpot CRM system built with the needs and wants of the client in mind
Concorde is now equipped with the tools to take rapid and decisive action when needed
Retainer and weekly calls enable us to respond to queries, bugs and requests quickly
