Arthur Online Case Study -
Salesforce & HubSpot
Consulting
Business Overview
Arthur Online is a fast-growing property management software company providing a comprehensive suite of tools to property managers, landlords, and tenants. As the business scaled rapidly, the volume of data and client interactions increased, creating operational inefficiencies and challenges in managing data, marketing attribution, and customer success. To address these issues and prepare for continued growth, Arthur Online partnered with RevQore to transform its commercial processes and tech stack.
Challenges
and Opportunities
Arthur Online recognised that Revenue Operations expertise was essential to streamline its end-to-end processes, integrate key go-to-market systems, and build a scalable foundation for future growth.
Recognising the value of bringing in RevOps expertise, Arthur Online partnered with RevQore to design and implement a scalable revenue operations framework. The aim of this collaboration was to maximise the efficiency of their operations by migrating to Salesforce and HubSpot, integrating back-office systems, improving marketing attribution, and enhancing customer success processes – all to support sustainable growth and deliver a seamless experience for customers.
Challenges:
Fragmented Tech Stack: Arthur Online’s existing Zoho CRM lacked scalability and advanced functionality, limiting visibility into customer data and sales performance.
Data Management Issues: Duplicate records and poor data hygiene caused reporting inaccuracies and inefficiencies across teams.
Limited Marketing Insights: Marketing efforts lacked clear attribution, making it difficult to measure campaign effectiveness or optimise lead generation.
Manual, Inefficient Sales Process: The quoting process was slow and lacked detailed win/loss tracking at a product level.
Customer Onboarding Challenges: No dedicated customer success platform existed to streamline onboarding or identify upsell opportunities.
Opportunities:
Centralise systems into a single, scalable CRM to create a unified source of truth across departments.
Implement robust data management processes, including deduplication tools, data validation rules, and automated enrichment.
Integrate marketing automation (HubSpot) with CRM, enabling multi-touch attribution, lead scoring, and campaign ROI tracking.
Partnership Highlights
During the partnership RevQore focused on:
CRM Migration to Salesforce
RevQore migrated data from Zoho to Salesforce, implementing rigorous data cleansing and deduplication to establish a clean, reliable CRM foundation. A stronger quoting process was introduced to enable detailed sales performance tracking and more accurate forecasting.
Integration with Back Office Systems:
Salesforce was seamlessly integrated with Arthur Online’s back office platforms, creating a single source of truth for customer and usage data and improving operational efficiency.
HubSpot Implementation:
RevQore deployed HubSpot Marketing Hub, fully integrated it with Salesforce, providing clear marketing attribution and improving lead generation processes while ensuring no opportunities were lost in the marketing-to-sales handover.
Customer Success with Planhat:
Salesloft and Chilipiper were implemented to automate outreach sequences and streamline demo scheduling, increasing productivity and improving the buyer experience.
Sales Tech Stack Enhancement:
Planhat was introduced to accelerate customer onboarding, track client health, and proactively identify upsell opportunities, strengthening long-term customer relationships and boosting retention rates.
Results
With RevQore’s support, Arthur Online achieved:
Clean, Reliable Data: Duplicates were removed, improving reporting and decision-making.
Operational Efficiency: Salesforce and back-office integration reduced manual processes and improved data flow.
Enhanced Marketing Impact: HubSpot integration delivered clear attribution and higher-quality leads.
Data-Driven Sales Strategy: The upgraded quoting process allowed granular tracking of wins/losses, improving forecasting.
Customer Success & Growth: Planhat enabled better onboarding, reduced churn, and unlocked upsell opportunities.
Seamless End-to-End Journey: Customers and prospects benefited from a smoother, more connected experience from first touch to onboarding.
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