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.

Unmatched Diamond Accredited Partner

Unmatched Diamond Accredited Partner

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Messy Data: Their contact information was spread across multiple systems, including an outdated email-sending tool rather than a CRM.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Email Design Limitations: Their existing email templates were outdated and not optimised for engagement and deliverability.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.

CRM Integrations

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We seamlessly migrated all contact data into HubSpot, ensuring accuracy and removing outdated or duplicate records.

120

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.

144

Automation & Lead Nurturing

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

150

Enhanced Reporting & Dashboards

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

113

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.

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!!"

Marketing Executive | Peldon Rose

E Mercer - Peldon Rose

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.