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Project to Partner. Ongoing Support
Fractional HubSpot Hire
PROJECT
Fractional HubSpot Hire
WHAT WE DID
Ongoing portal management, continuous optimisation, new feature rollouts and strategic HubSpot consultancy
CLIENT
Top 10 UK Gold and Silver Bullion Dealer (25+ Users)
TIMELINE
Ongoing retainer following full HubSpot implementation
PROJECT INFORMATION
Background
After a successful full HubSpot onboarding and RevOps optimisation, the client recognised they needed ongoing strategic support to keep their portal performing as the business evolved. Rather than hiring in-house, they chose Pro CRM Solutions as their fractional HubSpot partner - giving them senior HubSpot expertise without the overhead of a full-time hire.
What We Did
Pro CRM Solutions manages the client's HubSpot portal on an ongoing retainer basis. This includes rolling out new features as they become available, iterating on workflows and automations, supporting the team with training and troubleshooting, and acting as a strategic sounding board for any commercial decisions touching their CRM.
CHALLENGES
- Business evolving faster than the internal team could keep HubSpot up to date
- No internal HubSpot expertise to manage ongoing optimisation
- New HubSpot features going unused without guidance on implementation
- Team requiring regular support and training as staff changed
- Strategic CRM decisions being made without specialist input
RESULTS
- HubSpot portal continuously optimised as the business grows
- New features and automations rolled out proactively, not reactively
- Internal team confident and well-supported with ongoing training
- Senior HubSpot expertise available without the cost of a full-time hire
- CRM strategy aligned with business goals on an ongoing basis
- A true long-term partnership built on trust and results
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