achieves a 50% increase in customer conversations through HubSpot

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With different teams using different tools, needed to centralize communications to create a unified customer journey. With HubSpot, they were able to create 15 personalized user journeys for leads at all stages of the funnel and double their lead to sale conversion rate.

Director of Revenue Operations, Tom Hodgson, emphasizes the paramount importance of mortgages and the need for a seamless customer journey. The challenge of disjointed tools among teams prompted to enhance cross-team collaboration, standardize communications, and improve data collection.

By embracing HubSpot, unified Marketing, Sales, and Operations, harmonizing branding and data. HubSpot’s versatile form builder enabled tailored engagement at various stages, nurturing ‘Researchers’ and enhancing the experience for ‘Transactors’.

Integration with Aircall, Zapier, and SMS providers allowed targeted messaging at optimal moments, enhancing customer interactions. Additionally, HubSpot aided compliance by capturing and storing customer consent for compliance and auditing.

This integration sparked a transformative multi-touchpoint strategy. Callback forms, abandoned basket tactics, and automated renewal emails fueled a 50% growth in meaningful interactions, contributing to a thriving business.

HubSpot has become central to’s operations, enabling scalability and innovation across departments. Tom Hodgson underscores its cross-functional significance, shaping their present and future successes.

About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.

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