Empowering Growth and Efficiency for Møller Institute

The Møller Institute needed to optimise its existing HubSpot platform to drive better sales outcomes and operational efficiency as their platform was underutilised and required restructuring. The primary focus was onboarding a newly expanded sales team and providing the necessary support to get them fully integrated into HubSpot.

Their objectives were clear: to build out structured pipelines for different priorities, develop automation for smooth operations, improve reporting, and ensure that their sales team was up-to-speed with using the system effectively.

The Møller Institute sought expert help to make the platform more user-friendly and accessible, enabling them to manage a growing range of services and sustain long-term growth.

HubSpot Diamond

HubSpot Diamond

The Client

The Møller Institute at Churchill College is the University of Cambridge’s leadership development centre, the Institute combines Cambridge’s rich academic heritage with innovative approaches to leadership, strategy, and innovation.

The Institute empowers leaders at all levels to manage complex global challenges, transform their organisations, and make a positive contribution to society. Since 1992, the Møller Institute has earned its reputation as a global leader in executive education, recognised for the highest standards of quality, impact and service.

The Challenge

The Møller Institute's existing system presented several key challenges that needed addressing:

Developing Sales Operations: The sales team was growing in numbers and the team were using HubSpot in a fragmented way, together with limited integration between their various pipelines and automation tools.
Evolve Pipeline Management: Their pipelines required more clarity, which hindered team visibility and the ability to track progress efficiently.
Advance Automation: Automation processes were not optimised as much as they could have been, leading to inefficiencies for both new and experienced team members.
Customisation requirements: They required tailored solutions that aligned with their distinct business model, including custom lifecycle stages and segmentation.
User Onboarding: There was a need to provide advanced training for experienced users and basic onboarding for new team members to ensure full adoption.

These gaps hindered the effective use of HubSpot and prevented the Møller Institute from unlocking its full CRM potential, impacting overall operational efficiency and return on investment (ROI).

Sales Hub Onboarding & Support

Sales Hub Onboarding & Support

We helped the Møller Institute’s sales team to fully adopt the Sales Hub by providing an in-depth onboarding process and ongoing support. This included tailoring the platform to the specific needs of the team and ensuring they had the right resources and knowledge to succeed.

Pipeline Segmentation & Customisation

Pipeline Segmentation & Customisation

We created pipelines to reflect the various programme streams offered by the Møller Institute. This included developing custom lifecycle stages, such as "Intended Start Date" and "Intended End Date" to better track programme timelines.

Automation & Workflow Enhancements

Automation & Workflow Enhancements

We supported their team to streamline automation to ensure that critical information, such as reasons for deal outcomes, was captured consistently. Automated notifications were also set up to alert the team about pending actions, such as missing documentation or upcoming deadlines, enhancing responsiveness and operational speed.

Advanced Training & Support

Advanced Training & Support

A mix of on-site and virtual training sessions were delivered to empower both new and experienced users. Ongoing support was also put in place to ensure continuous improvement and adoption.

Reporting & Analytics

Reporting & Analytics

Customised reports and segmentation were developed to provide clearer insights into sales progress and customer segmentation. This helped the Møller Institute track key performance indicators (KPIs) aligned with their fiscal year, and segment audiences based on their business sector and UTMs for better targeting.

The Outcome

The changes and improvements made had a significant impact on the Møller Institute’s operations, leading to the following outcomes:

Improved Efficiency: The newly segmented pipelines and clearly defined lifecycle stages reduced bottlenecks, improving the workflow and enhancing collaboration across teams.
Enhanced Data Insights: Customised reporting and more granular segmentation offered better insights, enabling more informed decision-making based on data.
Seamless Adoption: The combination of tailored training and streamlined automation made it easy for the sales team to adopt HubSpot, ensuring smooth integration and user confidence.
Stronger ROI and Scalability: With a more efficient system in place, the Møller Institute is now positioned to scale efficiently, driving increased revenue and long-term growth.

Leon Palmer

"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."

Head of Marketing | Møller Institute

Leon Palmer | Moller Institute

Mia Loiselle

"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."

Content Marketing | Flagsmith

M.loiselle - flagsmith

Ellie Mercer

"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!!"

Digital Marketing Executive | Peldon Rose

E Mercer - Peldon Rose

Mara Lanfranchi

"Unmatched have been an invaluable partner in our quest to master HubSpot. Their tailored training, expert team, responsive support, engaging sessions, and results-driven approach have made our learning journey exceptional. Unmatched's professionalism and commitment exceeded expectations - highly recommended for anyone seeking top-notch guidance in navigating the HubSpot landscape!"

Marketing Executive | Libraesva

Mara Lanfranchi (libraesva)

Leon Palmer

"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."

Head of Marketing | Møller Institute

Leon Palmer | Møller Institute

Adam Storey

"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."

Director | Ocala Healthcare

Adam storey - Ocala

Anna Frizzi

"Unmatched makes HubSpot simple, whether you're new to the platform (as I was) or looking to optimize your existing setup. Unmatched excels at problem-solving, whether it's building new processes, enhancing team efficiencies, or creating advanced automations like pipeline workflows or email nurture programs. They don't just implement solutions—they empower you to understand and master them for long-term success. If you’re seeking creative, dependable, and proven results with HubSpot, Unmatched is the agency to turn to. You will not be disappointed!!"

Marketing Executive | Libraesva

Anna Frizzi (Libraesva)

Conexus Group

CRM & Systems

CRM

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.

DPO Centre HubSpot Leads Reporting

Lead Pipeline Implementation

Sales Implementation

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

Marketing & Automations

Email Marketing

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.