Hattons Solicitors commissioned Unmatched to create a totally bespoke HubSpot portal, create multiple custom integrations and apps, and onboard their growing team to the platform.
Like all law firms, Hatton's have a complex array of systems and teams with varying needs.
The new system needed to accept incoming leads from multiple sources, organise them and manage them, and then pass these leads in and out of the system multiple times to other third-party systems such as Gravitas and ProClaim. With 100,000s of clients, and millions of claims, our client needed a solution that was scalable and bespoke to them.
See how we solved it, below 👇
We've hosted onboarding workshops for over 90 members of the team, with bespoke training for each department.
Like all law firms, Hatton's have a complex array of systems and teams with varying needs.
The new system needed to accept incoming leads from multiple sources, organise them and manage them, and then pass these leads in and out of the system multiple times to other third-party systems such as Gravitas and ProClaim. With 100,000s of clients, and millions of claims, our client needed a solution that was scalable and bespoke to them.
See how we solved it, below 👇
We've hosted onboarding workshops for over 90 members of the team, with bespoke training for each department.
"We went through a giant CRM migration, and I'm so thankful that Unmatched led the charge here. Meave is a brilliant point of contact who helps untangle and solution even the toughest of problems. She's also just genuinely lovely to work with. Matt has assembled a great team, and I'm thrilled they're part of our arsenal. Highly recommend."
"Our experience with Unmatched has been outstanding, but the real star for us has been Meave. What was meant to be a short three-month engagement to help get us set up on HubSpot has now turned into a long-term partnership, largely because of her incredible support. She doesn’t just implement solutions; she ensures we understand how to use HubSpot effectively for the long term in a way that suits our business needs. I cannot recommend Unmatched and Meave enough!!"
"The team at Unmatched have been great at firstly onboarding us with Sales Hub, which was a seamless process. They not only understood our requirements but also made us think about things differently too, as well as suggesting great ideas on implementing extra details to make our work easier. Following the onboarding, we have been working with Unmatched to fine tune many areas of our account, including creating more efficient dashboards, working with lead scoring, improvements to workflows. They are a joy to work with and really understand what we are trying to achieve, which makes the whole process much better."
"We engaged Unmatched to assist us with implementation of HubSpot into our recruitment business. Matt and Dan were very thorough in understanding our brief. Dan met with us regularly to update us on progress of the build of workflows and explaining in detail how to use these effectively. I would highly recommend Unmatched for anyone using HubSpot, especially those who like us were just starting out. By using Unmatched to assist us with the initial build it has given us the foundations to make the best use of the software."
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The Conexus Group needed a partner to unify their platforms in order to streamline reporting and improve overall efficiency. Our team created 8 custom pipelines, custom workflows to better track internal referrals, and reporting solutions to better track user interactions.
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The DPO Centre transitioned from their legacy deal setup to the new Leads and Deal Pipeline with proactive recommendation from Unmatched. Resulting in enhanced lead accuracy and tracking, and streamlined sales insight reporting.
Peldon Rose were in need of a partner to streamline their marketing efforts in HubSpot. Unmatched devised a structured onboarding plan to allow for effective lead nurturing and data visibility.
