Matchtech (previously Gattaca Solutions) is a specialist STEM recruitment agency that offers a fully managed service to its clients. Using large-scale framework agreement approach, Matchtech recruit specialist workforce teams – not just individuals – backed up with full payroll services.
The challenge
Matchtech were seeking a solution that would unify their marketing, sales and customer service operations, bringing greater alignment and improved data sharing. There was also a desire to empower each of those teams to be able to push forward against challenging targets in the knowledge that their activities were underpinned with reliable data across the board.
Alongside this, the management and leadership teams were keen to consolidate all teams onto a single, unified platform that would provide a single source of information for reporting and deliver greater clarity for decision makers.
With a huge amount of data flowing through the system, there was a general feeling that important prospects were being lost in the crack between the Marketing, Sales and Customer Satisfaction sections.
What we delivered
At the time of our initial involvement, Matchtech had determined that they needed to implement a sales CRM, but they had not settled on their choice of platform. In order to define the best solution to meet their challenges, we consulted widely with all key stakeholders across the business. It soon became clear that they required more than that in order to fully align their Marketing, Sales and CS teams and that HubSpot would be the best platform as it offered the most comprehensive set of tools for their needs. Working closely with the Matchtech team, we were able to fully specify the exact makeup of their HubSpot subscription and negotiate a great deal on their behalf.
Remapping the customer journey
Continuing to work closely with the various Matchtech teams, we fully remapped their customer journey, identifying gaps and workshopping solutions. The restructured pipeline involved:
- Redefined and automated lifecycle stages
- Sales automation
- Marketing and content management
- Lead and deal management
- Custom objects and reporting
- Customer contract management
- Defined and codified systems
- Training and documentation to give teams the tools needed to manage the system
More than ‘just implementing HubSpot’
In addition to the HubSpot implementation, a major part of the whole project was the integration of Bullhorn with Matchtech’s new HubSpot portal. This ensured that all of the data – Opportunities, Candidates, Leads and Companies – is automatically shared between the two applications, completely removing the need for any manual data entry.
