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How Conexus Transformed Operations With HubSpot

Conexus recognised the need for a unified platform to streamline reporting and improve overall efficiency. With some teams using Salesforce, Bullhorn, and Zoho, data was fragmented, making it difficult to gain clear insights across the organisation.

To overcome these challenges, Conexus turned to Unmatched. Our role was to integrate, migrate, and optimise their systems, ensuring a smooth transition and full utilisation of HubSpot across all business units.

HubSpot Diamond
HubSpot Diamond
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Conexus Group 1-1

The Challenge 

Before working with Unmatched, Conexus faced several issues:

  • Fragmented Systems: Different teams were using various CRMs - leading to inconsistent data and reporting gaps.
  • Limited Visibility: No centralised reporting meant decision-makers lacked a single source of truth.
  • Complex Data Migration: Moving data from Salesforce required custom API solutions.
  • Integration Issues: Bullhorn and Zoho had to be partially integrated while maintaining existing processes.
  • Stakeholder Demands: Senior leadership required specific reports and insights across multiple departments.

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Our Solution

We worked closely with Conexus to assess their requirements and develop a tailored HubSpot strategy. Our approach included:

CRM Unification
CRM Unification

We seamlessly migrated Salesforce users to HubSpot while actioning and ensuring a smooth integration with Bullhorn and Zoho.

Data Mapping & Permissions 
Data Mapping & Permissions 
We created structured processes for data organisation, reporting, and user access levels.
Custom Reports & Workflows
Custom Reports & Workflows

 We developed reporting solutions that track team interactions and showcase sales pipeline progression.

Internal Referral System
Internal Referral System

We built custom workflows to allow seamless internal referrals between business units.

Sales Pipeline Optimisation
Sales Pipeline Optimisation

We configured eight custom sales pipelines, each tailored to different business needs.

Ongoing Training & Support
Ongoing Training & Support

We provided continued guidance and system maintenance to ensure smooth operations.

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The Outcome

Conexus now operates with one unified system, leading to:

Centralised Data & Reporting: All business units now report within a single HubSpot environment, ensuring a consistent and accurate view of operations.

Enhanced Efficiency: Automated processes and structured workflows have streamlined daily operations.

Improved Decision-Making: With custom dashboards and reports, stakeholders can quickly access insights.

Seamless Cross-Team Collaboration: Teams across different CRMs now work within a cohesive system.

 

Conexus Group 1 (2)
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Why Clients Loved Working with Us!

Jenna Walsh

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.

Digital Project Manager | Magdalen Medical Publishing
Jenna MMP
Holly Payet

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!

Customer Relationship Management Lead | Hertility
Holly Hertility
Kavita Parmar

"Unmatched are a very talented HubSpot agency and very knowledgeable in HubSpot functionality. I would highly recommend working with them."

Chief Operating Officer | Word 360
Kavita Parmar
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
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 | Moller Institute
Leon Plamer - Moller 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
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Trusted by

University of Cambridge
Dr Doctor
Flagsmith
Xeretec
The Conexus Group
MMP
Libraesva Logo
CreditNature
Peldon Rose
medi2data
Edelweiss

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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. 

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