From fragmented data to one CRM in a quarter

The inefficiencies stacked up: data fragmentation, ineffective lead tracking, no automation in lead assignment or sales processes, no standardised quoting system, and inconsistent customer engagement from unstructured communication, all limiting Mahercorp’s ability to close deals efficiently and scale.

Four phases carried the transformation: discovery workshops aligning objectives and setup requirements; technical delivery migrating all historical and active records into HubSpot, building a quoting system inside the platform, automating lead assignment including after-hours reassignment and regional distribution, and creating a master email template; rigorous QA and team training; then deployment with real-time monitoring and continuous optimisation.

The key enhancements did the daily work: round-robin lead distribution for fair, timely follow-ups, customised CRM objects tracking display traffic, agents and sales, and a website leads journey workflow routing every region’s enquiries to the right team, with website forms and social platforms integrated for seamless tracking.

Faster lead processing through automated assignment, data fragmentation eliminated in one centralised store, standardised templates lifting engagement, and automated quoting and task scheduling improving deal closures and team productivity: a CRM that scales with the business it now runs.