01
Clearer Customer Journey Visibility
By integrating marketing activities and CRM data, PHMG will gain a unified view of customer interactions, enabling more effective engagement strategies from initial contact to retention.
Strategic HubSpot Implementation
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Aligning HubSpot Enterprise with Salesforce to create a scalable, data-driven marketing engine.
Current Tech Stack
SalesforceForce24WordPressGoogle AdsHootsuite
Why this matters commercially
PHMG will gain complete visibility of its customer lifecycle and marketing performance.
PHMG requires a robust, integrated marketing automation platform to enhance client engagement and sales pipeline management across its global operations. This project will establish a foundational system, moving beyond current limitations to support ambitious growth.
The successful implementation will provide PHMG with unparalleled visibility into customer journeys, improved forecasting capabilities, and a scalable framework for future marketing and sales initiatives. This ensures sustained commercial growth and operational efficiency.
"We don't have the time to kind of wing it and work it out as we go. We need it to be up and running pretty quick."
02
Enhanced Marketing Automation
Automated nurture journeys, triggered by website behaviour, and streamlined email campaigns will significantly reduce manual effort and improve the timeliness and relevance of communications to PHMG's 37,000+ clients.
03
Commercial Reporting PHMG Can Trust
Multi-touch attribution will connect website behaviour, Google Ads, email engagement, campaigns and Salesforce outcomes, giving PHMG trusted reporting on what drives demand, pipeline, revenue and continuous improvement.
The journey forward
A structured path to operational clarity.
- Step 01
Engagement
Formal sign-off and shared environment setup in the Forbidden portal.
- Step 02
Kickoff
Alignment session to lock in the roadmap, key milestones and success metrics.
- Step 03
Implementation
The strategic transition, integration and configuration workstreams.
- Step 04
Enablement
Team training and process documentation to ensure confident adoption.
- Step 05
Launch
Final validation and go-live, moving the business onto its new foundation.