Whitetail Properties
Learn more about Huble's impact on Whitetail Properties' & Sales and Marketing Operations.
Sales & Revenue
The challenge
It's crucial to acknowledge that KFAP has been facing challenges with its disjointed technological setup, utilizing spreadsheets and email for managing communications, which has led to limited data visibility and difficulties in fostering consistent, meaningful client relationships.
The primary concern for KFAP is the absence of a comprehensive system to capture and manage client data and relationships end-to-end, an essential component for enhancing customer service. Our objective at Huble was to assess KFAP's existing business practices and boost their efficiency by incorporating a CRM solution that meets their specific requirements.
The initial stage of this endeavour involves migrating three core business units to HubSpot: Marketing, Occupier Strategy and Solutions (OSS), and Capital Markets teams. This migration will empower KFAP to consolidate its operations and improve collaboration across these units.
The primary concern for KFAP is the absence of a comprehensive system to capture and manage client data and relationships end-to-end, an essential component for enhancing customer service. Our objective at Huble was to assess KFAP's existing business practices and boost their efficiency by incorporating a CRM solution that meets their specific requirements.
The initial stage of this endeavour involves migrating three core business units to HubSpot: Marketing, Occupier Strategy and Solutions (OSS), and Capital Markets teams. This migration will empower KFAP to consolidate its operations and improve collaboration across these units.
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Our solution
We took a three-pronged approach to this challenge.
First, we analyzed KFAP's marketing needs, including their marketing strategies, tools (such as DotDigital), and data storage methods. Our goal was to devise a more effective way for them to manage their marketing data.
Next, we conducted workshops with the Capital Markets and OSS sales teams to identify their CRM requirements. We transitioned them from relying on Excel spreadsheets to a systematic approach that captures not only deal and financial data but also sales activities. This change enables them to optimize their operations and strengthen client relationships more effectively.
Lastly, we addressed KFAP's system administration by examining their technology and data management practices. We determined the best way to segment their data, ensuring proper permission structures and integrations were in place, and providing access to the right information for the appropriate personnel.
Furthermore, we implemented measures to maintain the system without duplicates and prevent unauthorized access to sensitive information. For instance, we facilitated cross-team awareness between the two business units when working with the same company, but restricted access to email communications and specific discussion details.
With this comprehensive approach, KFAP will be better positioned to streamline its operations, enhance collaboration, and improve overall efficiency.
Jasper Fee
Marketing Operations Manager at Knight Frank
“Thanks to the team at Huble, the CRM implementation for our two key business units and marketing division went smoothly and resulted in more efficient processes, with encouraging results that will likely lead to more widespread adoption of HubSpot among Knight Frank’s various regional divisions.”
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