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.
Unmatched has been brilliant to work with. They took the time to understand the business and our requirements. They have helped with data migration, cleansing, automation and onboarding for the complete team. Their experience and knowledge has been priceless in the delivery of the project. We have delivered the project in just under 3 months start to delivery. We look forward to working further with Matt and his team on improving our CRM use and other future projects. Highly recommend Unmatched, they are personable and professional.
The Unmatched team were incredibly helpful from the beginning. It was great to be able to explain what we wanted and have Matt understand and suggest the best way to approach it. The walkthroughs helped our team to get skilled up quickly and enhanced our ability to link HubSpot with other partners we use. We couldn't have done it without Unmatched!
"Unmatched are a very talented HubSpot agency and very knowledgeable in HubSpot functionality. I would highly recommend working with them."
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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.
