HubSpot Implementation Redefines

Business Operations

"Axon Garside pushed us along as a business. We’re not techy people, but they didn’t belittle us, or make us feel like we were asking questions to which we should know the answer. They did an effective job, kept our eyes on the prize, and helped our team take responsibility."

Simon James

Marketing Manager at TBA Protective Technologies

CASE STUDY

SUMMARY

CHALLENGE

SOLUTION

RESULT

TBA Protective Technologies lacked a CRM and marketing system, leading to outdated and inefficient processes. As the company entered the wholesale market, its expansive supply chain and limited product visibility necessitated a strategic shift. This prompted the creation of a comprehensive database to engage supply chain partners proactively.

We enabled them to categorise contacts and implement a custom project object to gather essential project information. This system provides crucial insights, allowing TBA to track stakeholders such as architects, developers, installers, and retailers, centralising relationships and guiding their marketing and sales strategies. Axon Garside unified these contacts into a single database and introduced a CRM system, along with project management and sales pipeline processes, to streamline operations and improve efficiency.

Following the support from Axon Garside, TBA has a platform in place which has propelled the company onto the path to digital transformation.

WHO ARE

TBA PROTECTIVE TECHNOLOGIES?

TBA Protective Technologies is a well-established supplier of building materials, specialising in fire protection solutions that enhance building insulation through the use of fire-resistant materials.

TBA operated without a CRM or established marketing system, resulting in outdated and inefficient processes that lacked consistency.

Recognising the necessity to modernise their processes, they embarked on a quest for external expertise, ultimately partnering with Axon Garside.

THEIR

CHALLENGES

No

CRM implemented across the business

Given TBA's expansive supply chain and limited visibility into its products, once it entered the wholesale market, it became imperative for the company to reconsider its strategy.

This led to the creation of a comprehensive database encompassing various stakeholders within the supply chain, a crucial step in their efforts to proactively engage with these partners.

While TBA’s previous processes suited the team on an individual level, it didn’t lend itself to a collaborative process. Simon James, the Marketing Manager at TBA, and his team soon recognised that the company needed to deviate from this antiquated way of working to progress.

OUR

APPROACH

New

custom project object to manage vital information

We worked with TBA to mould thier HubSpot instance that categorises contacts into distinct groups and developed a custom project object to gather vital information throughout each project's lifecycle.

This new system provides TBA with valuable insights, allowing them to track assigned architects, associated developers, local installers, and nearby retail outlets for new housing projects, ultimately enhancing stakeholder relationships and informing their marketing and sales strategies.

Previously, TBA’s sales team relied on separate platforms like Outlook and Excel to manage contacts, with individuals focusing on different deal types. Axon Garside unified these scattered contacts into a single database and introduced a CRM system to centralise contact management.

In addition, we implemented project management and sales pipeline processes, streamlining operations and improving overall efficiency.

THE

RESULTS

Following the support from Axon Garside, TBA has a platform in place which has propelled the company onto the path to digital transformation, an experience that Simon says has been embraced across the board.

Teaming up with the specialists at Axon Garside has yielded great results for the company, with streamlined data, open rates and click-through rates improving since the introduction of the company’s HubSpot CRM system, with Simon outlining how our personable approach left a lasting impression amongst the TBA team.

As Simon puts it, "Nonetheless, Axon Garside invested significantly in the scoping, listening, researching, and team sessions. They did a good job at onboarding some of our staff who had initial scepticism."