Managing Marketing, Sales, and Customer Support Without a Global Business View
Solomon Investment Partners' Head of Digital Marketing, Simon Greenwood, is responsible for the company's digital marketing efforts, with a particular focus on email marketing to drive new business.
"Success for us is generating quality leads, which our sales teams can follow up on and convert into customers."
While leads are vital for Solomon IP's growth, simply generating them wasn't helping them scale effectively. Simon's team needed automated pipeline workflows and improved lifecycle transparency to accelerate sales and create better customer experiences.
They also had to understand where people are in the pipeline, the trends in the buying journey, and easily report on sales activities.
Before HubSpot, Solomon IP was using Pipedrive CRM, along with other point solutions. Its data was outdated and saved on clunky spreadsheets, which affected departments' overall transparency and slowed teams. As a result, the company's growth was stalling.
"We needed a tool that was a lot slicker, more intuitive, and integrated better with our systems," explains Simon. A better CRM solution to automate work, eliminate friction and empower teams to do their best work.
Solomon IP’s new Property Investment Director had used HubSpot while working at a previous company and was a strong advocate. He persuaded the managing director to invest in HubSpot as its sole source of truth.
And that’s how Solomon IP got started with HubSpot.
All-in-one CRM Solution to Align Data, Channels, and Teams around a Single Source of Truth
- Marketing Hub to attract the right audience, convert more leads, and run complete inbound marketing campaigns at scale.
- HubSpot Sales Hub to help sales teams close more deals, deepen relationships with leads, and manage their pipeline more effectively.
- HubSpot Service Hub to provide a stellar customer experience.
Never Missing an Opportunity to Connect With Prospects
Real-Time Sales Reports For Setting and Meeting Targets
The HubSpot Dashboard & Reporting Software also helps Tom and Simon look back at sales reps’ activity history and report on it. “It’s how our executive committee knows who's performing and who's not.”
The thing Simon loves most about HubSpot is its ease of use. “I'm a non-technical person, but I can always find what I want. There's also loads of information online and a huge community ready to help you out,” he says.
Solomon IP knows consumers today are savvier than ever and hate being sold to. HubSpot makes it easy for them to stay in touch with prospects and educate and bring value. “We now focus on sharing industry news with clients, rather than just selling to them,” adds Tom.
They’ve been turning more leads into customers.
Increased Sales 4x Within 16 Months
From day one, Solomon IP found HubSpot easy to get started with and flexible to customize to meet its business needs.
After automating some of its repetitive processes, its sales teams improved at managing clients and prospecting data. They’ve been freeing up their time, making more calls, and engaging in more conversations. As a result, the number of sales they generate has quadrupled over a 16-month period.
HubSpot’s Email Health beta feature identified ways in which Solomon IP could improve its email marketing efforts. As soon as they started sending more educational and personalized content, its email health rocketed and increased by 18% in the last four months.
HubSpot empowered Solomon IP’s sales, marketing, and support teams to adapt to their next growth phase quickly. “HubSpot enabled us to work faster and find ways to grow our business.”
Solomon IP is confident HubSpot will continue to grow and scale with it. “We keep investing in the HubSpot CRM Platform, upgrading to Pro licenses. We've gone from 8 sales seats to 22. It shows the confidence we've got in it and our commitment to it moving forward,” concludes Tom.