CASE STUDY — LEGAL SERVICES

A CRM built to work
the way the whole team does.

OYM built out a bespoke HubSpot CRM system for Obelisk Legal, designed to work consistently across every member of the team.
Client: Obelisk Legal
Sector: Legal Services
Duration: CRM project
Delivered by: Optimise Your Marketing
HubSpot
CRM platform delivered
Bespoke
Build across the whole team
Team-wide
Adoption designed in
1
Unified system
The Challenge

A team working inconsistently without a shared system

Obelisk Legal needed a CRM system that worked bespokely for how the whole team actually operated, rather than a generic setup that different team members used inconsistently.

What OYM Did

A bespoke HubSpot build for the whole team

OYM built out a HubSpot CRM system designed specifically around Obelisk Legal's team and how they work, so adoption was consistent across everyone.

HubSpot build-out

OYM built out the CRM system within HubSpot, structured around the legal practice's real workflow.

Bespoke configuration

The system was configured bespokely, rather than using an off-the-shelf generic setup.

Team-wide rollout

The CRM was built and rolled out to work consistently across the whole team, not just individual users.

The Results

Numbers that speak for themselves

Delivered as one unified system, built for team-wide use from the outset.

HubSpot
CRM platform delivered
Bespoke
Build across the whole team
Team-wide
Adoption designed in
1
Unified system
Why It Worked

A CRM only works if the whole team actually uses it the same way

A CRM that only some of the team uses properly isn't really a system, it's a partial record. Building it bespokely around how the whole Obelisk Legal team works is what made consistent, team-wide adoption possible.

“A CRM is only as good as how consistently the whole team uses it. We built this one bespokely so that everyone at Obelisk Legal could actually work from the same system.”

1
unified CRM
Team-wide
adoption
What This Means For You

Is your CRM only working for some of your team?

If your CRM adoption is inconsistent across your team, OYM can build a bespoke system designed for everyone to actually use.

Talk to OYM about CRM →
Free 30 minutes. No commitment. No hard sales.
Relevant BIG12 Pillars

What we would use for you

This project was built entirely around the CRM pillar.

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