Certified Hubspot Partner Agency
Clwstwr provides funding and support for creative companies in Wales.
Clwstwr which is the Welsh word for Cluster was formed by Cardiff University, Cardiff Metropolitan University and the University of South Wales (USW) to support the creative sector in Wales.
Applicants normally apply for funding, and once accepted, project managers (producers) regularly check in with applicants to ensure the project is on track until completion.
The organisation was looking for CRM to help capture specific data from the applicant, manage the lifecycle of applicants, and serve as a tool for project managers to use as a replacement for excel.
We engaged with the team at Clwstwr to collect the requirements and define a solution that was satisfactory.
Once the solution design was accepted by Clwstwr, we implemented the solution using Hubspot.
First applicants were migrated to Hubspot CRM and tagged with the relevant identifiers for easy segmentation.
Hubspot was then integrated with the Website, Outlook, Qualtrics, Eventbrite, and Zoom.
Next, the Sales and Marketing teams were trained on the use of Hubspot.
Project managers, Marketing and Finance, and all stakeholders have an end-to-end view of where applicants and projects are at any given time.
There is no more guessing as to how much an applicant has engaged with Clwstwr before or during a funding round.
Project Managers (producers) are much more efficient because there is less paperwork to fill out, project managers can switch between Hubspot desktop or Mobile app when meeting with applicants and the data is transferred seamlessly.
We worked with Prince to set up our HubSpot CRM, train our team on how to use HubSpot, and provide support after the initial setup. Prince helped us as well to create different Zapier connections for more easily data connection between HubSpot and our other systems. Prince was always very helpful and provided fast solutions. We continue working with him on any future challenges we have with HubSpot.
“Before we worked with Prince, we did not have a sales automation or marketing automation process. Prince worked with us to implement a CRM capable of supporting 4 different business units, and create a sales automation process to pass leads from Marketing to a sales team of 8 people using SalesForce.
Finally delivered a complex marketing automation program to nurture leads.
Highly recommended.”
“We worked with the Prince a few years ago when we were pre $1m ARR and he invented and rolled out some great growth marketing campaigns that helped us acquire customers for a very low cost, much below PPC which helped us quickly pass the $1m ARR.”
“Prince was recommended to me through a mutual contact – I required a (very big) custom workflow to handle leads automatically. Not only did he work closely with me to make sure what I wanted would work, he also mapped the journey out and made sure there were no holes before putting this system into place in my company HubSpot account. Highly recommend and very pleased with our result.”
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