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Customer Relationship Management. (CRM)

Customer Relationship Management (CRM)

As HubSpot Gold Partners, we know the platform inside out—but it’s how we adapt it to your world that makes the difference. At BLOOM, we build CRM systems that feel natural to use, align with your goals, and give your team the confidence to make the most of every feature.

Simplify Your Tech. Amplify Your Growth.
We help service-based businesses streamline operations, automate marketing, and scale faster, with custom systems that work behind the scenes, so you don’t have to.
We are experts at leveraging the power of HubSpot CRM, ensuring customised solutions to your requirements and empowering your team to use it.
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Why Choose BLOOM as Your HubSpot Partner?
Transitioning to a new CRM can be daunting, but with BLOOM by your side, the process becomes seamless and empowering.
Here's how we support you every step of the way:
Tailored Onboarding: We customise the onboarding process to align with your business objectives, ensuring a smooth transition.
Comprehensive Support: From data migration to workflow automation, we handle all technical aspects, allowing you to focus on growth.
Ongoing Assistance: Our commitment doesn't end at launch. We provide continuous support to optimise your CRM's performance and address any challenges.
Empowerment Through Training: We equip your team with the skills and knowledge to maximise HubSpot's capabilities, fostering confidence and independence.
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Why Choose BLOOM as Your HubSpot Partner?

Transitioning to a new CRM can be daunting, but with BLOOM by your side, the process becomes seamless and empowering. Here's how we support you every step of the way:

  • Tailored Onboarding: We customise the onboarding process to align with your business objectives, ensuring a smooth transition.
  • Comprehensive Support: From data migration to workflow automation, we handle all technical aspects, allowing you to focus on growth.
  • Ongoing Assistance: Our commitment doesn't end at launch. We provide continuous support to optimise your CRM's performance and address any challenges.
  • Empowerment Through Training: We equip your team with the skills and knowledge to maximise HubSpot's capabilities, fostering confidence and independence.

Ready to transform your CRM experience? Let’s talk today!

HubSpot is renowned for their intuitive interface and user-friendly design, navigating through the CRM becomes effortless, ensuring smooth operation and maximising efficiency for your team.

BLOOM HubSpot services extends beyond mere implementation and onboarding, we understand that transitioning to a new CRM platform can be daunting, which is why we offer robust technical support throughout the onboarding process. Our onboarding process is personalised to your business followed by platform training so your team are ready to adopt the new systems and HubSpot platform. From data migration to customising workflows and setting up automation, we guide you every step of the way, ensuring that your HubSpot CRM is optimised for your unique requirements.
We recognise that ongoing support is crucial for the continued success of your CRM strategy. That's why we offer continued technical support to address any questions, concerns, or technical challenges that may arise post-implementation. Whether it's troubleshooting issues, optimising performance, or incorporating new features, our team are here to provide prompt and effective solutions.

Most importantly, BLOOM empower your team with the skill and confidence to adopt the new HubSpot Platform. We provide comprehensive training covering the knowledge and skills needed to leverage the full potential of HubSpot CRM. From basic functionality to advanced strategies, we ensure that your team is equipped to maximise productivity and drive results.

With BLOOM as your HubSpot Partner, you'll unlock the full capabilities of HubSpot CRM and propel your business forward.

Our Approach.

Let your CRM handle the heavy lifting of processes and automation so you can free up valuable human hours in your day.


01.

Analytics & Reporting

HubSpot CRM provides robust analytics and reporting features that help businesses gain valuable insights into their sales and marketing efforts. Users can track key metrics, such as deal pipeline, revenue generated, and customer acquisition costs, to measure the effectiveness of their strategies.

The system also offers customisable dashboards and reports, allowing users to visualise and analyse their data in a way that suits their needs. These analytics and reporting capabilities enable businesses to make data-driven decisions and optimise their sales and marketing processes.


02.

User-Friendly Interface

One of the standout features of HubSpot CRM is the user-friendly interface. The system is designed with simplicity in mind, making it easy for users of all skill levels to navigate and operate. The intuitive layout and clear labelling of features ensure that users can quickly find what they need and perform tasks without any confusion.

HubSpot CRM also provides helpful tooltips and tutorials to guide users through the system. This user-friendly interface makes it effortless for businesses to onboard new team members and get them up to speed quickly.


03.

Automation & Integration

HubSpot CRM excels in automation and integration capabilities, making it easier for businesses to streamline their processes and workflows. The system offers automation features such as lead scoring, task automation, and email automation, allowing businesses to automate repetitive tasks and focus on more important activities.

HubSpot CRM seamlessly integrates with other popular business tools and platforms. These integrations enable businesses to centralise their data and improve data consistency across different systems.


04.

Customisable

HubSpot CRM offers extensive customisation options, allowing you to tailor the system according to your specific needs, industry and preferences. You and your team can create custom fields, deal stages, and contact properties to capture and track the information that matters most to your business.
 
HubSpot CRM supports personalised communication with customers through email templates, email tracking, and email automation. This level of customisation and personalisation enables your business to build stronger relationships with your customers and deliver a more personalised experience.

05.

Training

Although we are strong believers that the best way to learn is by doing, we will never leave you high and dry. Once we have completed your CRM onboard we will come in and give comprehensive training to your entire team. 

If your team is large we can hosting training by department with step by step training in how they will use, update and thrive long term. 

As we train you, and as you become more familiar with HubSpots capabilities, you will begin to see the potential for further development within the system. We would love to help with this ongoing potential.


06.

On-Going Support

You are never alone; we are always a phone call or email away. 

As much as we love to leave you with the confidence and skills to own your CRM system, we understand that sometimes it is easier, more time-efficient, and more cost-effective to have us step in. 

Due to our expertise and time inside the HubSpot system, a job that could take you an hour may take us 15 minutes.  So consider us as an extension of your team and a soundboard for new concepts or ideas.

Book a chat to discuss your CRM Requirements and see what hub is right for you

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