How HLK now have a highly customised solution

The Challenge

HLK are Patent Attourneys, with clients all over the world. They came to use as wanted a modern CRM set up, which could be customised to their use case.

The Solution

This was the first time we encountered the requirement of moving from Goldmine CRM to HubSpot (but not the last). The first job was a sustantial amount of data structuring, to get it ready for import. Then a considerable focus on customising HubSpot so the right people (and only those people) could see the correct information. The result was a highly customised solution, with lots of team training on the nuances.