Platinum Skies
Clear skies ahead after HubSpot migration boosts tracking, visibility and accuracy.
111%
increase in sales
Project
Platinum Skies Hubspot Migration
30%
of 2025 sales sourced from historic data, unlocked through lead nurturing, is now possible within HubSpot.
+100%
increase in sales was attributed to campaigns powered by data intelligence in HubSpot.
Team confidence transformed.
As the UK’s leader in stylish, affordable retirement living, Platinum Skies is a rapidly growing business. Their problem was that the company had a disjointed CRM, running Salesforce for contacts and tasks, Dotdigital for email marketing and CommVersion for live chat, with nearly a decade of valuable data locked in a system it couldn’t properly use without major development cost.
Even the sales team lacked confidence in the data, limiting their ability to use it effectively before customer interactions.
What we did to put things right—
We performed a full CRM migration and HubSpot enterprise implementation. This included Discovery & Planning; HubSpot Data Configuration; Data Migration; Sales Hub Setup; Marketing Hub Setup; Reporting & Dashboards; Onboarding & Training.
The expertise Harrison Carloss brought to the task—
As a strategic CRM and marketing technology partner, rather than just an agency, Harrison Carloss are the outsourced marketing partner for Platinum Skies, besides being a HubSpot Gold Partner. As such we already had a thorough understanding of Platinum Skies’ sales and marketing process and customer journey.
This depth of knowledge meant we were perfectly placed to perform a full CRM migration and HubSpot implementation. It also made all the difference in a proposal that wasn’t ‘off-the-shelf’, but built around how Platinum Skies actually operates.
The Results—
- We simplified the complexity of nearly 10 years of data and multiple systems by integrating them into HubSpot, so no more siloed data across Salesforce, Dotdigital, and CommVersion.
- We increased data visibility, and made full customer data and interaction history accessible in one place.
- 30% of 2025 sales sourced from historic data, unlocked through lead nurturing, is now possible within HubSpot.
- Over 100% increase in sales was attributed to campaigns powered by data intelligence in HubSpot.
- The sales team now confidently trust the data and actively interrogate it before calls and meetings, improving customer conversations and conversion.
The project was delivered in an extremely condensed timeframe, from discovery to completion in just 6 weeks.
We’re one of the UK’s leading retirement marketing experts and specialise in helping you get the most out of HubSpot. The success of our campaigns are built on quality data and a strategic nurturing approach to generate better leads and maximise occupancy.