Case Study
Bergman Brand launches self service holiday gifting on CMS Hub, automating new revenue streams
How using automation and progressive fields can empower order fulfillment
The Client
Bergman Brand is a consultative promotions and branding company that has been in business across five generations since 1888. They don’t just add your logo to things; instead, they listen to their customers and find clever solutions to branding and marketing problems. Bergman Brand doesn’t take themselves too seriously, but when it comes to customer needs, they always step up to the task.
The Problem
- Needed to revamp their process for employee gifting due to COVID and people not coming into office
- Had a need to collect a wide range of dependent information
- Wasting time on unnecessary manual processes
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Limited Control
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Limited Control
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Limited Control
The Solution
- The final solution was built using almost every piece of HubSpot Marketing Hub.
- Built clonable lists and properties for gift options (color, size, etc)
- Built robust HubSpot forms complete with dependencies
- Created workflows that moved people along the process, using automation to send text and email reminders.
The Outcome
The gifting project is a great example of what Marketing Hub can do when all the pieces are connected - including landing pages, forms, emails, and workflows. By building the base structure, the Bergman Brand team is now able to easily clone previous campaigns and make just a few tweaks to get a new one out the door. And, with automated emails and text message reminders, they drive more employees to claim gifts and can support even larger organizations - driving more revenue.
This project drove more employee traffic to claim gifts.
They saw an increase in revenue with their more traffic and more employees completing orders.
By building out the base structure, the team can easily clone previous campaigns, cutting down on manual processes and saving them time.
The Tools
Bergman Brand
Bergman Brand chose Aptitude 8 because of our HubSpot Elite Partner status and vast knowledge of how HubSpot’s tools and automations can work together to simplify repetitive processes. They needed a way to make their gifting programs more scalable, and we were able to deliver a repeatable and reliable solution.
Founder of More Than Energy
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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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