Growing by acquisition, without the data mess

An Australian customer experience company that has grown by buying other businesses.

Customer ExperienceHubSpot mergeWebsite migrationGoogle Ads

3 businessesbrought into one HubSpot

1 deal processacross the whole company, tailored to how each of its sales teams sells

Board reportingstraight from HubSpot, with no separate BI tool

Sound familiar?Every business you buy comes with its own CRM, its own process and its own team, and leadership can't see the whole picture.

The situation

Every new company came with its own data and ways of working

Each acquisition brought its own CRM data, forms, processes and team. The company needed one place to see the whole business, without losing what each company already had.

What we did

Merged the companies, then built one way of working

Merged the data

Brought each acquired business's contacts and deals into one HubSpot, with clean rules for who owns what.

Lined up the processes

One deal process across the company, with room for each business's differences.

Brought the teams on

Users, access and training for each team as it joined.

Moved the website

Website migrated from WordPress to HubSpot.

Ran brand awareness ads

Google Ads to build awareness of the brand.

Built board reporting

Dashboards that give leadership a view across the whole company.

What changed

Before and after

Before

Data in separate systems
Different sales processes
Teams on different tools
Website on WordPress

After

One HubSpot for the company
One deal process, tailored to each sales team
Every team on the same system
Website on HubSpot

The result

One view of a growing company

Leadership sees the whole company in one place, and each new business has a clear path into the same system. Marketing and sales work in one tool, and board reporting comes straight from it, with no separate BI tool. It's a faster way of working that adapts as the group grows.

"She took us from a website migration to a fully optimised enterprise sales engine. Her ability to refine deal processes and create high-level dashboards for board reporting provided our leadership team with invaluable visibility. She also managed our brand awareness via Google Ads with the same level of precision."

C. LundhEnterprise Marketing Manager

What this means for you

Why it matters

Growth by acquisition without the mess. Each new business has a clear path in, and leadership gets one view across the whole company.

One source of truthEvery business in the same system.

TransparencyBoard reporting straight from HubSpot.

RepeatableThe same steps for the next acquisition.

Tools used

HubSpot Sales HubHubSpot Marketing HubHubSpot Content HubGoogle AdsDashboardsWorkflows

Sounds like your setup?

Tell us what's going on. We'll show you where the quick wins are on the first call.

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