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How Periti helped the largest property developer in Ireland migrate from a legacy CRM to HubSpot

Evara

"Brian quickly understood our needs and goals, and then developed and streamlined an implementation plan. I would highly recommend Periti as an implementation partner."

-Helena H., Sales & Marketing Director, Evara

25,000
High-value contacts migrated
4,000
Registrations created per month
+100%
Increased visibility into sales
Modern office building representing our company headquarters

About Evara

Evara is the largest private residential developer in Ireland, with a landbank for accommodating up to 9,000 homes. With their existing Irish portfolio, Evara is the third largest residential, mixed-use developer in the country.  Evara's mission is to transform undeveloped lands into places where people want to live, companies want to grow, retailers want to trade, and where neighbourhoods can come alive together. 

Project Snapshot

The objective

The migration of 25,000 contacts from Active Campaign to HubSpot

The mission

To create a unified source of truth for tracking home purchases

The HubSpot tools needed

Marketing and Sales Hub Enterprise

Evara's challenges

Technology gap

Experiencing stellar growth and a €200 million investment, Evara needed more than what their current martech stack, including Active Campaign and Excel, could provide.

Scalability challenges

The team needed a scalable system for tracking the end-to-end customer journey of high-value leads.

Sales & marketing silos

Each team needed visibility into what the other was doing, a common issue in growing organisations

Manual lead distribution

Evara's existing process for distributing leads was time-consuming and caused slow response times, jeopardising potential sales opportunities.

Periti's solution

Migration from legacy tools to HubSpot

Evara required a more robust CRM than what Active Campaign could provide, one that could easily integrate with other mission-critical tools

Scalable integrations

Periti integrated Evara's HubSpot instance with property websites, which parsed and interpreted data. Next, came a MS Dynamics ERP integration, for quicker and easier financial processing.

Data centralisation in HubSpot

By centralising sales and marketing data in one location, it provided both teams with the visibility they needed for optimal collaboration.

Automated lead distribution

The automation of Evara's lead distribution process decreased the time lapse from intake to first contact, increasing conversion rates and improving pipeline.

The Impact to Evara's Operations

Full Visibility into Marketing

This project achieved Evara's goals of attaining transparency, flexibility, and efficiency. Periti ensured full visibility on demand, allowing stakeholders to access real-time updates and ad-hoc insights. Centralising Evara's data in HubSpot provided the flexibility to quickly respond to evolving requirements.

Agency Interactions Insight

Periti automated Evara's lead distribution processes, improving efficiency, accuracy, and response times. Through a sophisticated user rights and data visibility concept, it was possible to bring real estate agencies onto HubSpot. This was a key achievement to gain full visibility across all of the agents' activity, which previously was unknown and meant the activities for tracking were not visible.

Better Sales Automations

Taking control of the demand side was an important step for Evara. Now, they're focusing on providing more automation on the sales side, which will relieve the in-house Completions team and the Sales agents workloads even further.

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