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[Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm) - [__Overview of all products__](https://www.hubspot.com/products/get-started) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline) - [Close deals](https://www.hubspot.com/use-case/close-more-deals) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey) - [Manage content](https://www.hubspot.com/use-case/manage-content) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight) - [Pricing](https://www.hubspot.com/pricing/marketing) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight) - [What's New in HubSpot](https://www.hubspot.com/new) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot) - [Sustainability](https://www.hubspot.com/sustainability) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions) - [Technology Partner Program](https://www.hubspot.com/partners/app) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates) - [Education Partner Program](https://academy.hubspot.com/education-partner-program) - [Startup Partner Program](https://www.hubspot.com/startups/partners) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding) - [Migration](https://www.hubspot.com/services/professional/migrations) - [Premium Support](https://www.hubspot.com/services/premium-support) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions) - About About - [About Us](https://www.hubspot.com/our-story) - [Careers](https://www.hubspot.com/careers) - [Contact Us](https://www.hubspot.com/company/contact) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management) [Start free or get a demo](https://www.hubspot.com/products/get-started) [Log in](https://app.hubspot.com/login) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales) - [Case Studies Overview](https://www.hubspot.com/case-studies) - [Directory](https://www.hubspot.com/case-studies/directory) - WSC Group  # WSC Group increases referrals by 40% with HubSpot Banking & Financial Services 25-200 employees  - 40% Increase in Monthly Referrals - 25% time saved through automation Use Cases - Improve Service Products - [Sales Hub](https://www.hubspot.com/products/sales) ### Story Overview Sarah Cox is the National Administration Director of WSC Group, an Australian accounting company and Xero partner with a special focus on property investment tax, strategic business advice and self-managed super funds. After joining HubSpot, WSC Group now have a centralised system to house their customer data for all departments. ### About Company WSC Group is an Australian accounting company and Xero partner with a special focus on property investment tax, strategic business advice and self-managed super funds. WSC Group was founded by David Shaw in 2004 and named as one of the top accounting firms in 2018 by the Australian Financial Review. ### No central source of truth and fragmented deal stages Before HubSpot, WSC Group had no central source of truth for their new client data. Customer requests came in via the company’s website and information was manually recorded and updated on spreadsheets. With multiple departments and functions to cater for, this meant that much time and effort was spent updating this data, and trying to understand what department was best positioned to serve each customer. As a result, communication with customers was not as swift as it could have been and made for a less impactful experience. Along with this, they had limited insight into what stage of the process each customer was at, which made it more difficult to determine when follow-ups should be sent and by what department. They also had no way to track repeat customer behaviours, meaning they couldn’t match customers with someone they had an existing relationship with. This impacted the customers experience in that they would be routed to someone new each time and miss out on opportunities to build on the relationship and familiarity from previous interactions. *“Before HubSpot, we operated mostly out of spreadsheets. This was quite time-consuming and inefficient, given there were a number of different departments that all had access to look at and edit this data. It also made it difficult to match people up with someone they previously had a good experience with on our team and provide timely follow-up and compliance.”* ### An end-to-end view of the customer journey As Sarah moved into a regional role, she realised that the company needed to evolve from spreadsheets and into something more automated, efficient and ultimately, effective. It was at this point she started looking for a solution and through her research came across HubSpot. *“I looked at a number of different solutions, but the HubSpot CRM and Sales tools seemed to match exactly what we were after in terms of data centralisation and automation.”* Since implementing HubSpot, WSC Group have dramatically improved their sales process. Each request that comes in via their website is logged automatically in the HubSpot CRM, with all previous customer actions recorded. This gives the team a holistic view of the customer journey and allows them to route customers more effectively, enhancing relationships in the process. *“Each department can see everything that happens directly in HubSpot now without having to update any spreadsheets. We can also see if a customer has dealt with someone on our team previously, and make sure that they get routed to that person again for consistency. This helps build relationships and make for a better overall customer experience.”* Along with this, the company have a holistic view of the customer journey and by using HubSpot Deal Stages, have an instant understanding of the right department the customer should be moved to at the right time. This has made their follow-up with customers more efficient and allowed the company to seamlessly meet compliance rules. *“Previously, it was difficult to figure out what stage the customer was at and when to move them on. We can now check this at any time in Deal Stages -- this is really important for us in terms of making sure we’re following up properly and meeting compliance regulations for the Tax Agents.”* ### Supercharged referrals, processes and customer experience The results that WSC have seen since joining HubSpot have been outstanding. The company has seen a significant improvement in their customer experience as customers get routed to the most relevant team members and receive follow-up communications in a timelier fashion. This has helped drive a massive 40% increase in customer referrals year-to-date, along with 25% of time saved across the board through the automation of manual processes. *“With HubSpot, we’ve seen monthly referrals increase by 40%. We’ve also saved about 25% of time spent on manual efforts through automating processes, and are able to provide a better experience to our customers.”* Over the long term, WSC Group want to continue expanding their products and services, while empowering their team to grow and develop, with HubSpot as a central part of this. *“We want to continue to grow as an organisation and give our staff an opportunity to grow their careers, but also to improve and add to the services we provide our customers. Both of these go hand-in-hand and HubSpot will allow us that ability to scale even more.”* Asked if she would recommend HubSpot, Sarah said: *“Absolutely. For any company looking to grow their customer base or services, I would definitely recommend checking out it out.”* Table of Contents Table of Contents - [No central source of truth and fragmented deal stages](https://www.hubspot.com#no-central-source-of-truth-and-fragmented-deal-stages) - [An end-to-end view of the customer journey](https://www.hubspot.com#an-end-to-end-view-of-the-customer-journey) - [Supercharged referrals, processes and customer experience](https://www.hubspot.com#supercharged-referrals-processes-and-customer-experience)  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo) ##### Related Case Studies -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - 25-200 employees - Australia * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - 25-200 employees - Australia * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How FBA Boosted Lead Generation 216% by Powering Sales and Marketing with HubSpot's AI - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/franchise-brokers-association) -  ### Caxton increases web traffic by 65% with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - 25-200 employees * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - 25-200 employees - Australia * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - 25-200 employees - Australia * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How FBA Boosted Lead Generation 216% by Powering Sales and Marketing with HubSpot's AI - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/franchise-brokers-association) -  ### Caxton increases web traffic by 65% with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - 25-200 employees * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) -  ### Building a Growth Engine: How Azora Scaled 300% Through Operational Transformation - Banking & Financial Services - 25-200 employees - Australia * * * [Read more](https://www.hubspot.com/case-studies/azora-finance-group) -  ### How NOW Finance Scaled 2X with HubSpot - Banking & Financial Services - 25-200 employees - Australia * * * [Read more](https://www.hubspot.com/case-studies/now-finance) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder) -  ### How FBA Boosted Lead Generation 216% by Powering Sales and Marketing with HubSpot's AI - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/franchise-brokers-association) -  ### Caxton increases web traffic by 65% with HubSpot - Banking & Financial Services - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/caxton-payments) -  ### How Eventus Turned Its CRM Into a Pipeline Engine for Financial Firms with HubSpot’s Data Agent and Prospecting Agent - 25-200 employees - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/eventus) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - 25-200 employees * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent) -  ### How Cyber Advisors Made Sure No Business in Crisis Got Ignored with HubSpot’s Prospecting Agent - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/how-cyber-advisors-made-sure-no-business-in-crisis-got-ignored-with-hubspots-prospecting-agent) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - Sales Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant) [See all case studies](https://www.hubspot.com/case-studies/directory) [Back to top](#) Back Close ## Popular Features - [All Products and Features](https://www.hubspot.com/products) All Products and Features - [HubSpot AEO](https://www.hubspot.com/products/aeo) HubSpot AEO - [Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting) Free Meeting Scheduler App - 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