Case Study

Driving Growth Through Unified Data and Enhanced CRM

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DWF 400px (2)

The Challenge

DWF, a global legal and business services provider, were facing a challenge many growing businesses encounter - data scattered across multiple systems, making it difficult to get a clear, unified view of their clients. They needed a way to bring everything together to better target, grow and retain their key clients while improving collaboration across their own teams.Beyond this, they wanted to:

After evaluating potential partners, DWF chose Intergage. We stood out not only for our technical expertise, but because we took the time to understand their needs. We built trust through open conversations, offering solutions that were both strategic and practical. Our ability to streamline data, enhance reporting and align teams under a single system made us the perfect fit.

Beyond this, they wanted to:

1
Improve reporting to support data-driven decisions and investor updates.
2
Automate manual processes to free up resources and ensure data accuracy.
3
Create marketing campaigns faster and more efficiently.
4
Strengthen compliance and data security to meet GDPR requirements.

Impact and Results

The results were clear: By choosing Intergage they gained a trusted partner who could help them identify, attract, keep and retain better customers.

  • Enhanced Efficiency – Automated workflows saved time, allowing teams to focus on high-value tasks.
  • Stronger Data-Driven Decision-Making – Leadership now had access to real-time, reliable insights to drive business strategy.
  • Improved Team Alignment – With a shared system, fee earners, marketing and operations worked together more effectively, boosting efficiency across the business.
  • Higher Marketing ROI – Campaigns were better targeted, conversion rates improved and marketing spend was optimised for maximum impact.
  • Regulatory Confidence – Compliance with GDPR and security best practices was built into the system, giving DWF peace of mind.
DWF didn’t just implement a new system.

They transformed the way they work.

What We Delivered

To help DWF achieve their vision, we delivered a customised solution with HubSpot at its core. By implementing these solutions, we equipped DWF with a powerful, unified system that brought together all their data, marketing and sales efforts into a single client view - allowing them to operate with greater precision and agility.

  • 1
    Data Migration and Cleansing
    We migrated data from their legacy systems, cleansing it to remove duplicates and inaccuracies. This ensured that every department was working from a single, reliable source.
  • 2
    Customised Campaigns and Collaboration
    We established user permissions for DWF, and provided safe test spaces where they could explore new features and refine workflows before rolling them out. This empowered their teams to innovate without disrupting live operations.
  • 3
    Comprehensive HubSpot Implementation
    Our training and consultancy helped DWF’s sales and marketing teams work together more effectively. By aligning them under one system, we broke down silos, enabling seamless collaboration on lead generation, client retention and campaign execution.
  • 4
    Marketing Asset Development and Conversion Optimisation
    We created key marketing assets including email templates, landing pages and forms to drive engagement and improve conversion rates. By leveraging HubSpot’s automation, we ensured that marketing efforts weren’t just reaching the right audience but were also generating tangible results on autopilot.
  • 5
    Ongoing Support and Optimisation
    As part of our Super Admin on Demand service, we provided first-line support and continual optimisation. DWF could rely on us to quickly resolve issues, implement new strategies and fine-tune their workflows for maximum efficiency.
Testimonial
"Intergage supported us on our venture into the world of HubSpot. The team were incredibly supportive. They shared their expertise, gave feedback and ideas on how we could make things better and have been a constant source of support as we find our feet with the product. Highly recommend, really knowledgeable, excellent training support and lovely people to work with - couldn't recommend them more!"
Cathy Clarke — Global Head of Marketing Operations

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