Aimest

BACKGROUND

Please describe your company and position.

I am the Partner of Countryside Finance

Describe what your company does in a single sentence.

Finance brokers in the agricultural and rural business sector.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Aimest to accomplish?

• Data migration into Hubspot CRM
• New website design and launch
• Utilising a CRM having never used before

SOLUTION

How did you find Aimest?

Personal relationship

Why did you select Aimest over others?

• Good value for cost
• Company values aligned

How many teammates from Aimest were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Aimest were contracted to migrate all of our customer information previously held on Excel spreadsheets into Hubspot to create a new CRM for the business. They also designed and launched a new website complete with new branding that linked in to our Hubspot. They consulted and advised on improving our workflows and taking advantage of the tools Hubspot can offer such as email marketing,

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• They build a completely new website linked into our Hubspot. 
• They set up and migrated in all our data to a new Hubspot. 
• They provided support and training into how to utilise Hubspot. 
• They built a totally customised dashboard for our data.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

They held regular meetings to gather info on our needs, further meetings to review progress and training sessions to ensure we could use the products correctly. All on time and highly responsive.

What was your primary form of communication with Aimest?

Virtual Meeting

What did you find most impressive or unique about this company?

We appreciated their attention to detail and responsiveness to our requests for changes, and their creative thinking I would never have been able to achieve the solution they created and help suggest changes for.

Are there any areas for improvement or something Aimest could have done differently?

Not that I can think of.