Modern challenges require modern solutions
Needing to act quickly, we worked with The Insurance Surgery team to understand and implement the sales process that they’d mapped out.
Beginning with the initial onboarding process, we set up the technical side of the platform, transferred all of the company’s data and custom properties and built communications assets and automation workflows. Many of the automated processes were task-reliant and required tailored solutions to make them more effective.
After the portal had been created and set up, the next phase was dedicated to ensuring The Insurance Surgery would have the necessary tools to utilise the HubSpot CRM to its fullest potential. In addition to setting up real-time custom reports and dashboards to better track sales, leads and productivity, we put together a programme of training for the sales and director level teams.
“The training was fantastic and very comprehensive.
They make a real point of giving us the tools to do our
own reports and set up workflows.”
- Tom Horton, Managing Director