Current challenges
02 / 09
Coreteam requires a unified operational framework to bridge the gap between recruitment and consultancy. We will establish HubSpot as your Single Source of Truth, automating lead nurture and providing total visibility.
Operational transformation, not a platform swap. We reduce complexity, rebuild reporting trust, and give Coreteam a customer lifecycle that scales.
Your current reliance on disconnected tools like Mailchimp and HubSpot Free creates data silos and manual friction. By implementing HubSpot Professional, we eliminate these bottlenecks and enable sophisticated lead scoring and automated outreach.
The priority is a robust integration between Loxo and HubSpot to ensure seamless data flow. This allows your consultancy team to focus on high-value engagement whilst leadership gains reliable, real-time reporting on business performance.
People
CriticalWhat's happening
The team cannot effectively score leads or trigger automated follow-ups based on engagement.
Business impact
Reliance on Mailchimp for basic email sends limits the ability to execute complex, automated lead nurture programmes.
Touches
Operations
CriticalWhat's happening
Consultants spend time on low-quality leads rather than focusing on high-value ERP consultancy targets.
Business impact
Without lead scoring, the consultancy team cannot prioritise high-intent prospects, leading to missed revenue opportunities.
Tooling
HighWhat's happening
Manual data transfers increase the risk of error and delay consultancy outreach.
Business impact
Valuable contact data is trapped between Loxo, Mailchimp, and HubSpot Free, preventing a unified view of the customer journey.
Touches
Data
HighWhat's happening
Strategic decisions are delayed by the need to manually consolidate data from multiple platforms.
Business impact
Leadership lacks a single dashboard to monitor performance across both recruitment and consultancy divisions.
