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Messy Data: Their contact information was spread across multiple systems, including an outdated email-sending tool rather than a CRM.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Email Design Limitations: Their existing email templates were outdated and not optimised for engagement and deliverability.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We seamlessly migrated all contact data into HubSpot, ensuring accuracy and removing outdated or duplicate records.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.

Danielle

Head of Marketing

“Thanks for being such a joy to work with, both the team and I have learned so much from you and the team at Unmatched. Thanks for holding our hand on this process – we’re already seeing the benefits for sure.”

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