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Increasing cross-departmental communication with HubSpot

Based in Liverpool, agent are a deep purpose, full-service marketing agency committed to powerfully good work which benefits people.

agent approached hyphen. to solve a simple problem. They were incredibly busy with clients but had no way of storing information and tracking deals across their teams. They were also looking to move from their accountancy system, to something a bit more modern that had the option to integrate with other tools.


We knew that cloud software would be the way to go and suggested a company wide implementation of Hubspot. A simultaneously implementation of Xero for the accountancy platform was recommended to benefit the accounting platform.


Utilising the Outlook email extension tool, Hubspot enabled agent to store all client communication against a centralised record and allowed users from different departments to be kept up-to-date with project deadlines and expectations. A bonus of the implementation allowed the Senior Leadership Team to have more in-depth reporting at their fingertips, including pipeline and user activity reporting.

Power in Numbers

Hubspot, Xero

Programs

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