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Financial Services & Wealth Management

We help financial services firms modernise their tech stack without sacrificing security or compliance. From onboarding to ongoing engagement, we deliver automation, visibility, and performance tracking that scales with your business.


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Case Studies

Discover how we've propelled businesses towards extraordinary growth. Check out our case studies to see our results in action.

Latest Case Studies

Our Story

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Driven by Innovation, Guided by Experience

Learn about our journey and how we've helped transform the digital landscape. Join us in redefining marketing excellence.

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Social and Digital Campaigns


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Trackable Revenue Generated


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Marketing Leads Acquired


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Increase in ROAS for Our Clients

Digital Marketing is a Team Sport. We Are Your Teammates.

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CASE STUDY

STULZ

Sales Hub Enterprise unified STULZ’s regional teams, enhanced pipeline transparency, and increased operational efficiency across APAC.

Overview

As a global leader in precision climate control, STULZ operates in over 140 countries, including a significant presence across Australia, Southeast Asia, and the Pacific. Despite this reach, their regional offices operated in silos—with inconsistent sales processes, disconnected CRMs, and limited reporting visibility. These inefficiencies created friction across the customer journey, hindering revenue growth and alignment. STULZ partnered with Digital Stand to deploy a unified sales infrastructure built on HubSpot Sales Hub Enterprise—enabling real-time insight, consistent sales execution, and scalability across APAC.

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PROJECT

STULZ needed to modernise and align its APAC sales operations across Australia, Singapore, Malaysia, and New Zealand.

WHAT WE DID

We led a full Sales Hub Enterprise rollout with automation, dashboards, playbooks, and integration into global systems.

TIMELINE

The project ran over 12 weeks, covering discovery, build, rollout, and enablement phases.

Key Challenges

01.

Decentralised Sales Systems

Each country operated independently using different CRMs or spreadsheets, creating inefficiencies and siloed data.

02.

Inconsistent Sales Processes

Territories used different methodologies and deal stages, limiting STULZ’s ability to forecast and scale best practices.

03.

Lack of Regional Visibility

Leadership lacked access to performance and pipeline metrics across the region, hampering strategic planning.

04.

Manual Reporting & Lead Handover Gaps

Disconnected systems led to slow reporting, marketing-to-sales misalignment, and lead leakage.

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Process

We started by mapping sales processes and pain points in STULZ’s APAC offices and defining success metrics. Then, we designed a scalable HubSpot setup standardising pipelines and lead flows while allowing local flexibility. We developed custom playbooks, automation, and dashboards, integrated HubSpot with ERP and marketing systems for full data visibility, and trained teams to achieve full adoption within 60 days.

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Our Solutions

To meet the complexity of STULZ’s regional sales operations, we designed a set of solutions that would ensure consistency, automation, and visibility across every territory while integrating seamlessly into their global systems.

  • Multi-Region CRM Unification
    Standardised deal pipelines, lifecycle stages, and lead routing across APAC, while preserving flexibility for each market.

  • Advanced Automation & Playbooks
    Implemented workflows, lead scoring, and sales playbooks to drive consistency and save time.

  • Real-Time Forecasting & Dashboards
    Custom reporting tools gave leadership real-time visibility into pipeline health and rep activity.

  • End-to-End Integration
    Integrated with global ERP and marketing tools to create a connected lead-to-deal journey.

Results That Speak for Themselves

STULZ’s new regional CRM strategy delivered measurable gains in efficiency, visibility, and revenue forecasting.

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Sales efficiency rose by 52% through automation and standardised pipelines.

Lead Quality Lift

Lead conversion from MQL to SQL tripled with integrated sales-marketing workflows.

End-to-End Attribution

Forecast accuracy improved to 98% with real-time dashboards and weighted deal stages.

Aligned Teams & Tools

CRM adoption reached 96% across four countries within 60 days.

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“Rolling out Sales Hub across APAC has transformed how we operate. For the first time, we have real visibility across regions, accountability in the pipeline, and a system that actually helps our reps sell better, not just report more.”
Regional DirectorSTULZ Asia Pacific

Built to Scale and Succeed

With HubSpot Sales Hub Enterprise, STULZ now operates on a single, scalable system across the Asia Pacific region. The result: faster sales cycles, smarter planning, and a connected ecosystem that empowers both leadership and frontline teams to perform with clarity and confidence.

52%+ Sales efficiency
96% CRM adoption
Lead conversion rate
98% Forecast accuracy

Unify your sales operations and boost growth

Contact Digital Stand to discover how HubSpot Sales Hub Enterprise can transform your business.