The Challenge

Adimus is a global distributor of investment products. When we first became acquainted, the company was struggling with fragmented, siloed data sets spread across individuals' phones and laptops.

Six & Flow took on the challenge of making Adimus more efficient and effective in delivering communications to clients, and communicating internally too. We were confident the implementation of several integrations would enable the sales teams to access high levels of data about individual contacts, and allow the company's marketing teams to nurture leads based on sales team activity.

The automation of multiple non-core activities, such as managing invoices, contracts and lead contact details within one centralised CRM increased time efficiency by 60%. This significant boost allowed our client to scale up work without expanding the sales team.

 

The Results

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Marketing and Sales Alignment

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60% increase in time efficiency 

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Tailored training for teams

Dealing with the data

Our first challenge was to combine all the fragmented data sets stored in various places, creating a unified body of information for multiple users to access.

Six & Flow held a workshop to understand the existing data sets, embedded processes, data organisation needs and areas for automation and improvement. Once this information was garnered, implementation was planned out across the HubSpot CRM.

Using information gathered in the workshop session, we identified where marketing automation and sales enablement could be introduced. This included integrations such as digital contract signing, live phone line validations and invoicing automations.

This CRM implementation and automation re-work empowers sales teams with information, saves them time and helps to manage workloads for enhanced revenue generation.

 

 

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working with an Elite HubSpot partner agency

Six & Flow is proud to be an Elite tier HubSpot partner agency, the first in Manchester and one of only 12 globally. We’re also the first officially Certified HubSpot Trainer in the UK, and host of the Leeds HubSpot Users Group. 

Our team has worked closely with the industry-leading marketing automation platform from the agency’s conception, and we haven’t stopped learning since. We're overachievers, completing every certification in HubSpot's training academy and attending regular coaching sessions in the company's Dublin headquarters.

If you're looking for a UK HubSpot partner agency to support your inbound marketing, look no further - you've found us.

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WANT TO KNOW MORE ABOUT SALES ENABLEMENT USING HUBSPOT CRM?

We wrote this guide for companies looking to step up their sales game. 

Sales enablement is a strategic, cross-functional discipline designed to increase productivity and sales results. When combined with inbound marketing, it can transform labour-intensive outbound processes and improve relationships with clients. Integrated content, training and coaching services are provided for salespeople and front-line sales managers, who are able to manage the customer’s entire buying journey, powered by technology.

Read our guide to discover how sales enablement using the HubSpot CRM can help you to:

  • Map processes within the sales team
  • Save time by automating repetitive processes
  • Manage workloads and boost time efficiencies
  • Empower sales teams with information
GET YOUR FREE GUIDE TO ACCOUNT BASED MARKETING