A Delmar® Success Story
One CRM To Rule it All: Higher Revenue, Faster Performance, Better Student Outcomes
The Challenge:
Siloed Systems
After building a highly successful organization and cultivating an international community of astute investors, the Rule #1 team had a clear goal for future growth: scale smarter without compromising their reputation for excellence.
Their next chapter required solving for scattered systems and manual workarounds, challenges that slowed momentum and blurred visibility.
They went in search of help, and Delmar delivered.
We could not be any happier than we are with the exceptional job Delmar has done and continues to do for Rule #1 Investing! From our first interactions with Delmar during the interview and proposal process to the ongoing support, new build-outs and strategizing meetings, we have experienced nothing but professionalism, expertise and expedited implementation. Their proposals and timelines are accurate and the product works! We look forward to continued partnership with Delmar for years to come.
Melissa Town
Chief Operating Officer
The Opportunity:
Delmar partnered with Rule #1 with the same mission: centralize, streamline, and scale without delay or operations interruption.
Utilize Delmar’s expertise to replace Rule #1’s patchwork of legacy platforms (Zoho CRM, Freshdesk, Mandrill, PandaDoc as well as a homegrown ERP) with one unified HubSpot ecosystem.
The Answer
Seamless Centralization to Transform Efficiency
Working with Chris Dellen and his team at Delmar has been an absolute pleasure. Their expertise and proactive approach have made a tremendous impact throughout our transition process. Chris and his team consistently anticipate our needs, address challenges with precision, and deliver solutions that exceed expectations. They’ve set a new standard for what we look for in a true strategic partner. Trustworthy, detail-oriented, and relentlessly forward-thinking, the Delmar team genuinely cares about the success of the organizations they serve. I wouldn’t hesitate to recommend them to anyone seeking a partner who delivers excellence at every level.
Heather Hopson
Marketing Coordinator
Results
One CRM for More Clarity and Control
Working together, Rule #1 and Delmar executed a seamless migration of legacy CMS and ERP platforms.
Today's Rule#1's
New HubSpot CRM Ensures:
- Leadership has full revenue visibility with insight into core value drivers.
- Students receive the right content at the right time on a personalized path.
- Platform consolidation reduces subscription costs and improves system performance.
- Support focuses more on high-impact outcomes such as community engagement.
- Sales instantly obtains lead data and website behavior to close deals faster.
We previously were using a very old and limited CRM for our company. Since moving over to HubSpot, the centralization of our data base material, marketing insight and housing of our education classes and material have improved tenfold! We now have deeper visibility into marketing strategies of what works and what does not all at our fingertips and in very easy to read charting which can also be drilled down into as much detail as you'd like. The flexibility of HubSpot to build what we need in our account and the ability to adjust as our company grows has been very impressive.