“HubSpot is now a one-stop shop for all departments, streamlining everything from lead management to after sales support visibility. Exactly what we had set out for.”
-Babrul M., Head of Ops Development, WeFlex
Evara is the largest private residential developer in Ireland, with a landbank for accommodating up to 9,000 homes. With their existing Irish portfolio, Evara is the third largest residential, mixed-use developer in the country. Evara’s mission is to transform undeveloped lands into places where people want to live, companies want to grow, retailers want to trade, and where neighbourhoods can come alive together.
To establish HubSpot as a comprehensive platform for WeFlex's marketing, sales, and services functions and leverage HubSpot’s automations to improve workflows.
To implement HubSpot and migrate data and processes from a variety of tools including Capsule CRM, Zendesk, and WIX forms.
Marketing, Operations, Sales, and Service Hubs
WeFlex was using several different tools across the organization, specifically within the marketing, sales and service management departments. None of these tools were integrated with their CRM, which caused siloed and inefficient processes.
WeFlex lacked insight when it came to marketing attribution. They had no way of measuring the success of their marketing initiatives, which put a strain on the team when planning and budgeting for future campaigns and projects.
The company needed a better solution for data mapping and strategy. Their current records also needed some attention; in particular, they required cleansing and de-duping.
Leads were coming in from several different sources but weren't flowing into the CRM. In addition, there were no automations set up so lead distribution was manual and disjointed.
Periti integrated several key tools with HubSpot, ensuring a more streamlined process and experience at all stages of the prospect and customer lifecycles.
By creating bespoke reports and dashboards for WeFlex, Periti enabled the team to answer business questions about marketing performance and investigate trends, plus plan and budget more effectively.
Periti helped the team devise a new data strategy and implemented improved data mapping. In addition, the team cleaned up and de-duped WeFlex's existing data.
Periti set up leads from all sources to feed into one single source of truth, HubSpot. And automations for sales sequences and workflows were implemented to ensure prioritisation and tracking of leads.
Fleetio’s vehicle fleet management system, which syncs all drivers, vehicles assignments, and service issues.
Aryza’s loan management platform, which generates agreements and orchestrates collections.
Aircall’s outbound and inbound telephony services and SMS communications platform.
From the first inquiry, from sales, to vehicle delivery, service incident and vehicle returns, everything is now orchestrated and automated by HubSpot. WeFlex now has complete visibility on who’s driving which vehicle, when the next service is due, or if a driver hasn’t paid their bill. All Information is available in real-time and the entire vehicle lifecycle is under full control.
Leads from all sources now feed into HubSpot. Automations for sequences and workflows ensure prioritisation and tracking of leads. HubSpot replaced multiple systems and software for email, chat, SMS, and CRM, providing a streamlined tech stack and seamless work process.
With HubSpot, WeFlex now has automated communications based on due dates, integrated collections and payments, and automated workflows for ticket assignments as well as SLAs for ticket response and resolution times.
