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Financial Services & Wealth Management
$100m+
147k+
90%
CASE STUDY
OCM
From spreadsheets to full automation — how OCM built a complete CRM and marketing engine with HubSpot in just six weeks.
Overview
OCM, a leading professional services firm, relied on spreadsheets and siloed tools to manage its sales and marketing. Without a CRM or automation, their growth was constrained by manual processes and limited visibility. Partnering with Digital Stand, OCM transformed its operations by implementing a fully integrated HubSpot CRM and Marketing Pro solution.
PROJECT
Replacing spreadsheets with a powerful, tailored HubSpot setup to manage sales and marketing workflows.
WHAT WE DID
Implemented HubSpot CRM, automated lead nurturing, and created real-time reporting dashboards to streamline operations.
TIMELINE
Full implementation completed in under six weeks, from planning to team training and go-live.
Key Challenges
01.
No Central CRM
Data lived in spreadsheets, making relationship management slow and error-prone.
02.
Unstructured Sales Process
Sales activities relied on memory and inconsistent task tracking.
03.
No Automation
Email outreach lacked consistency, performance tracking, and personalisation.
04.
Zero Visibility
Leadership had no live insight into pipeline, engagement, or marketing ROI.
05.
Disconnected Systems
No single source of truth for customer interactions or deal flow.
Process
We partnered closely with OCM to implement HubSpot Sales and Marketing Pro, starting with a complete CRM setup and data migration. We customised pipelines and properties to fit their sales process, built automated sales sequences and marketing workflows, developed real-time reporting dashboards, and delivered tailored training to ensure smooth adoption and ongoing success.
Our Solutions
To overhaul OCM’s fragmented system, we implemented HubSpot Sales and Marketing Pro, laying the foundation for scalable growth.
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CRM Setup & Customisation
Mapped out and imported clean data into a tailored HubSpot environment with industry-specific properties. -
Sales Enablement
Built a structured pipeline, automated tasks, and introduced templates, quotes, and meeting tools. -
Marketing Automation
Designed segmented lists, branded templates, and workflows for outreach and nurturing.
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Reporting & Dashboards
Deployed real-time dashboards for sales, marketing, and attribution metrics. -
Training & Adoption
Led targeted onboarding sessions and provided documentation to accelerate user adoption.
With the right platform and processes in place, OCM was equipped to scale with confidence.
Results That Speak for Themselves
OCM’s new CRM and marketing system revolutionised daily operations, from lead engagement to leadership visibility.
CRM Implementation
CRM platform built and launched in just six weeks.
Total Visibility
Sales and marketing insights improved by over 100%.
Automation at Scale
90% of manual follow-ups replaced with automated sequences.
Faster Sales Cycles
Improved lead quality and faster response times reduced close time.
“Digital Stand helped us move from a reactive, manual approach to a modern, data-driven system. HubSpot has completely transformed how we engage with clients and manage growth.”
Director of Strategy & OperationsOCM
A Seamless Shift to Smarter Systems
Over the course of the project, Digital Stand helped OCM transition from disconnected processes to an integrated platform that drives consistent engagement and decision-making. The shift not only improved day-to-day efficiency but gave OCM the tools to scale confidently and strategically.
6wks
Full CRM launch
100%
Visibility increase
90%
Follow-up automation
2x
Faster sales cycle