Enhancing Peldon Rose's HubSpot Experience

Peldon Rose approached us with a challenge—they needed a seamless HubSpot implementation. Their existing systems were fragmented, making it difficult to manage contacts, automate communications, and generate meaningful reports. Without a centralised CRM, their marketing team struggled to nurture leads effectively and provide accurate reporting to their leadership team.

The Challenge

When Peldon Rose came to us, they were dealing with:

Messy Data: Their contact information was spread across multiple systems, including an outdated email-sending tool rather than a CRM.
Limited Reporting Capabilities: Lack of structured data made it difficult for their team to generate accurate reports, which wasted time across all departments.
Manual Workflows: Emails were being sent manually, increasing the workload, reducing effectiveness, and creating a fragmented customer journey.
Email Design Limitations: Their existing email templates were outdated and not optimised for engagement and deliverability.
Lack of Lead Nurturing: There was no automated process to nurture contacts based on interactions.

Kick-off & Strategy Planning

We held an initial call to understand their needs, prioritising goals and creating a roadmap. We quickly identified strong marketing experience at the business, but they were time-poor and needed Unmatched to lighten the load.

Data Migration & Cleansing

We seamlessly migrated all contact data into HubSpot, ensuring accuracy and removing outdated or duplicate records.

Custom Email Templates

We designed visually engaging, high-performing email templates tailored to their brand, which means their marketing team can send emails effortlessly without spending hours tweaking.

Automation & Lead Nurturing

We implemented marketing workflows to segment contacts, automate email campaigns, and enhance lead engagement.

Enhanced Reporting & Dashboards

We built customised reports, enabling the team to track engagement and present data to leadership more effectively.

Training & Ongoing Support

We conducted online and on-site training sessions to ensure the team could fully utilise HubSpot’s features; providing ongoing support through weekly check-ins.

The Outcome

Our collaboration with Peldon Rose delivered outstanding results:

✅ Improved Data Visibility: With all data in one place, their team can now easily track and manage contacts through their marketing funnel.

✅ Automated Workflows: Marketing automation reduced manual workload and streamlined email campaigns.

✅ Enhanced Reporting: Their leadership team now has access to clear, real-time data for decision-making, saving hours per week in reporting.

✅ Increased Efficiency: Processes are now optimised, allowing the marketing team to focus on strategic initiatives rather than admin tasks.

✅ Greater Engagement: The new email templates and targeted campaigns have led to improved customer interactions and increased engagement rates.

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.

Marketing and 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.

Systems and Automation

CRM

Hattons needed to develop a complex system involving various software and organisations. Unmatched were enlisted to design and build this, with HubSpot as a central depository. The result is an optimised system which automates data handling and communications.

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