Democracy Counts connected customer data, sales and telemarketing in HubSpot, improving visibility and simplifying how teams manage customer relationships.
Building commercial foundations for an ambitious consultancy
As Democracy Counts grew, it needed a more connected way to manage its customer relationships and commercial activity.
Information was spread across several systems, while sales, telemarketing and account management relied on separate processes. The business partnered with Forbidden to bring these activities together, improve visibility and create clearer ways of working across the customer journey.
Democracy Counts
The Challenge
Disconnected information was making customer management harder.
Democracy Counts used Zendesk Sell, Xero, SharePoint and spreadsheets to manage different parts of its operations. Each supported individual activities, but together they made it difficult to build a complete picture of a customer or opportunity.
Engagement notes, follow-ups, contract details and reporting were handled separately. Teams spent time piecing information together, while manual coordination made it harder to maintain consistency and identify opportunities proactively.
Outsourced telemarketing added another handover to manage. Prospecting and appointment-setting activity did not always flow smoothly into sales, leaving follow-up dependent on information being transferred between teams.
Democracy Counts needed a shared view of its customers, supported by structured processes that connected prospecting, sales, renewals and onboarding.
Our Track Record
SMEs we've helped achieve HubSpot excellence
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