Breeze AI

HubSpot Implementation and Training for Marra

Written by Steven Tomlin | Feb 22, 2025 7:40:12 AM

As Marra set out on an ambitious growth trajectory, we recognised the need for a more streamlined approach to managing our business development processes. Our existing systems were disjointed, leading to inefficiencies in tracking client interactions, managing leads, and aligning our marketing efforts with sales objectives. This fragmentation hindered our ability to scale effectively and deliver the personalised experience our clients expect.

With plans to scale our outreach this year, it was crucial to have a system in place that could support increased activity while maintaining visibility and efficiency.

Auto Hero’s Approach

Steven took the time to understand our challenges and growth objectives, ensuring that the HubSpot implementation was tailored to our needs. His consultative and hands-on approach made the transition smooth and straightforward. He handled the data import process, ensuring all our existing records were correctly migrated, and provided us with the key reports we needed to get started.

One of the biggest benefits was the onsite training session Steven delivered. This gave everyone confidence in using the system from day one, making adoption across the team seamless. He also responds quickly to any queries, ensuring we always have the support we need.

Solution Implemented

Auto Hero implemented HubSpot as our centralised CRM platform, integrating it with our existing tools and processes. This provided us with a single system to manage client relationships, track leads, and automate marketing campaigns. The customisation capabilities of HubSpot allowed us to tailor the platform to fit our unique workflows, improving efficiency and visibility across departments.

Results Achieved

Since implementation, we have seen significant improvements in our operations:

  • Enhanced Lead Management: The centralised CRM has streamlined our lead tracking, ensuring no opportunities are missed.
  • Improved Marketing Alignment: Automated campaigns and integrated analytics have helped align our marketing strategies with sales goals, leading to more targeted and effective outreach.
  • Scalable Processes: The flexibility of HubSpot has allowed us to scale our operations in line with our growth plans, particularly as we expand our outreach efforts this year.

Experience with Auto Hero

Our experience with Auto Hero has been excellent. Steven’s expertise and proactive support made the transition to HubSpot seamless. His onsite training ensured everyone was confident in using the system, and his quick response to any queries means we always have the support we need.

We will definitely be using Auto Hero again to help integrate future systems as we continue to scale.

 

Rating:  (5/5)

Marra continues to work with Auto Hero as we grow, confident in the robust systems and support that underpin our success.