Unified customer data and smarter collaboration with HubSpot
By integrating data, aligning teams, and adopting HubSpot, Bate built a more connected and efficient way to serve its members.
Intuvio helped Bate Housing Cooperative improve their customer journeys by consolidating and analyzing data and implementing HubSpot as their CRM system for Sales and CSMs, and Ticketing system for Customer Service. This enabled more efficient processes that contributed to an enhanced customer experience.
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Customer challenges
- Lack of CRM and customer service systems.
- Data stored across multiple systems, preventing a complete overview.
- Work processes dependent on manual Excel spreadsheets.
- Limited visibility and data sharing across departments.
- No structured approach for identifying and addressing data gaps in the customer journeys.
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Actions taken
Intuvio helped Bate implement HubSpot as a unified CRM and customer service system across the entire organization. This included:
- Data integration
- Cross-functional collaboration
- Training and adoption
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Results
- Improved customer experience through faster and more consistent follow-up
- Closer collaboration across sales, customer service, and customer success
- One centralized platform for all customer interactions and history
- Increased efficiency and reduced manual work across departments
- Stronger data foundation to identify and close gaps in the customer journey