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Case Study

Bayard implements HubSpot’s full stack to standardize and streamline company-wide processes 

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Increased communication & visibility

2k

2,276 completed service tickets YTD

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High user adoption

FROM SPREADSHEETS TO SCALABILITY

Implementing HubSpot Full Stack for optimal company-wide efficiency

Bayard logo

The Client

 

Bayard is a full service, recruitment marketing agency with about 400 clients across seven offices in the United States. They work with a variety of industries including transportation and logistics, healthcare, retail, and food service, and more to help them achieve their hiring goals. Their five main areas of focus are insights, brand, media, recruit (recruitment process outsourcing), and candidate (recruitment automation).

The Problem

  • Bayard wanted more standardization surrounding their processes, documentation, and utilization of tools across their separate offices around the country.

  • Their concern was that their existing office to office processes were impeding their ability to scale effectively as a unified, national agency.

  • The team was fresh off of a private equity acquisition and in expansion mode and was using mostly spreadsheets.

  • They wanted a more robust way of tracking their business processes across sales and marketing.

  • They were interested in simplifying and having infrastructure in place to prepare for expansion in the next year.

 

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The Solution

  • Implemented the full HubSpot CRM Platform.
  • Developed a custom quote creation tool that allows agents to create and edit quotes through an eCommerce-like solution utilizing React and HubSpot serverless functions. 
  • Developed a React-based Campaign Tracker that allows an agent to fill out a campaign tracking system based on associated locations with a company.
  • Developed custom coded actions and workflows needed to facilitate the creation and association of objects to other objects.
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The Outcome

The Bayard team responded favorably to the company transitioning to HubSpot CRM and they had a high level of user adoption. At full integration, Bayard has Sales, Marketing, RPO team, Onboarding, and Core Client Service teams all utilizing HubSpot.
 
Processes are also now standardized across the company. This has allowed them to share client information and transition clients to new teams more seamlessly by having company pages built out. By adding the teams, Bayard was able to be more transparent across the agency.

At any given time they can now have over 400 active tickets tracking for the spend of media across all their  CS team and clients.
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High user adoption
The Bayard team achieved a remarkable level of user adoption with more than 150 individuals trained and actively utilizing the new platform in the first 3 months.
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Increased communication

Implementing HubSpot allowed them to share client information and transition clients to new teams more easily.

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Increased visibility
At any given time, the Bayard team can now have 400 active tickets tracking for the spend of media across their CS team and clients
2k
2,276 media service tickets
To date, Bayard has already completed 2,276 media service tickets through the Service ticket stage.

The Tools

Former Tech Stack

Bayard - Logos

New Tech Stack

logo-hubspot-FC CMS Hub Operations Hub Sales Hub Marketing Hub Service Hub Bayard - Logos (1)

What the client is saying...

TOREY PALMER | BAYARD

As we started implementing HubSpot it was a night and day difference. Bayard has bought into Aptitude 8 because of all the different things that they continue to impress us by. Because it’s nothing but positive reinforcement, all of the different department heads and exec leadership look and hear about Aptitude 8 with all of the positivity."


PROJECT LEAD | APTITUDE 8

“I think if Aptitude 8 had a middle name, it would be Creative Solutions. As a team, we genuinely enjoy the critical thinking and creativity needed to help bridge the gap between out of the box HubSpot functions and individual needs of a business. That’s what made this project so much fun."

Torey Palmer
Bayard logo
Torey Palmer
Sr. Managing Director, Client Onboarding

HOW WE SET YOU UP FOR SUCCESS

Next Steps

The Aptitude 8 team provided Bayard with training and documentation at the close of this project to ensure that their team would continue to be successful with their new platform. 

HubSpot's intuitive nature combined with the right training ensured that the team was able to quickly get up to speed with their new tool.





About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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