About AHP

Client Overview

Industry: Healthcare / Dental & Medical
Region: Australia
Platform: HubSpot
Services: CRM Administration, Marketing Hub Management, Marketing Automation, Database Management, EDMs, Reporting, Digital Marketing

AHP Dental & Medical operates within Australia's healthcare sector, supplying products and solutions to dental and medical professionals.

Team CloudSource provided ongoing HubSpot CRM and marketing support, helping AHP maintain its database, execute customer communications, automate marketing processes and improve the way HubSpot supported day-to-day marketing operations.

The Challenge:

Disconnected Operations

For healthcare suppliers managing large professional and customer databases, CRM quality directly affects marketing performance.

As HubSpot became increasingly important to AHP's marketing activity, the platform needed continuous management to ensure customer information remained structured, campaigns reached the right audiences and teams could rely on the CRM for ongoing communications.

Maintaining CRM and database quality

Managing different customer and professional segments

Delivering regular EDM campaigns

Reducing manual marketing processes through automation

Maintaining accurate lifecycle and contact information

Improving visibility through dashboards and reporting

Our Approach :

Team CloudSource provided ongoing HubSpot and marketing support built around CRM health, segmentation, automation and consistent customer communication.

CRM Administration & Optimisation

Maintaining the quality of the HubSpot portal formed an important part of the engagement.

Regular CRM maintenance helped ensure marketing activity was supported by cleaner, more structured customer data.

Ongoing HubSpot CRM administration

Database imports and management

Database cleaning and hygiene

Contact segmentation and Lifecycle management

Pipeline and property optimisation

HubSpot health monitoring

Implementation:

Building a Smarter Marketing Engine

We connected segmentation, EDMs, automation and reporting in HubSpot to deliver more targeted communications and greater marketing visibility.

Healthcare Audience Segmentation

✔ Targeted product communications
✔ Educational content
✔ Campaign-specific audiences
✔ Customer updates
✔ Event communications
✔ Re-engagement activity

EDM Strategy & Execution

✔ Campaign planning
✔ Email design
✔ HubSpot build and deployment
✔ Audience selection
✔ Scheduling and Testing
✔ Performance monitoring

Reporting & Visibility

✔ Email campaign performance
✔ Database activity
✔ Marketing engagement
✔ Contact behaviour
✔ Campaign performance
✔ CRM health

Marketing Automation

✔ Customer communications
✔ Lead and contact follow-up
✔ Campaign nurturing
✔ Internal CRM processes
✔ Database management
✔ Lifecycle progression

Broader Digital Marketing Support

✔ BigCommerce integration support
✔ WhatsApp broadcast campaigns
✔ Marketing banners and collateral
✔ Digital creative development
✔ Paid digital advertising
✔ Social media management

User Enablement & Ongoing Support

✔ Ongoing optimisation recommendations
✔ Refresher training
✔ User onboarding
✔ Strategic recommendations
✔ Weekly HubSpot consultation
✔ Platform troubleshooting

The Outcome:

The engagement helped establish HubSpot as an actively managed foundation for AHP's healthcare marketing operations rather than simply a contact database.

Through ongoing CRM management and marketing support, AHP was able to:

Continuously optimise the portal as business requirements evolved

Provide internal users with ongoing platform support and training

Connect HubSpot with wider digital marketing activity

Improve visibility through dashboards and reporting

Automate recurring marketing and customer communication processes

Deliver regular EDM campaigns through HubSpot

Structure audiences for more targeted healthcare communications

Maintain stronger CRM and database hygiene

Client Testimonial

Team CloudSource is it. Highly recommended!
We recently partnered with Team CloudSource for our HubSpot implementation, customer marketing, email marketing and social media management — it’s been a real pleasure. Ali and Jim's approach has been structured, hands-on and personalised. They did not just install HubSpot —they unlocked its full value. From automating key BigCommerce workflows and setting up email campaigns to aligning our marketing pipelines with customised dashboards and reports. They were very responsive - any questions, big or small, were answered promptly, often going above and beyond. If you are looking for a HubSpot partner who knows their stuff and who will be with you every step of the way, Team CloudSource is it. Highly recommended!

- Rubin, A.

Healthcare Industry Expertise

AHP demonstrates Team CloudSource's experience managing HubSpot for an established healthcare supplier with an active professional customer database and ongoing marketing requirements.

The engagement required more than HubSpot configuration. It involved understanding how healthcare and dental suppliers communicate with professional audiences, manage product-focused marketing, maintain complex customer databases and coordinate communications across CRM and digital channels.

By combining CRM administration, database governance, segmentation, automation, reporting and marketing execution, Team CloudSource helped make HubSpot a practical part of AHP's ongoing healthcare marketing operations.

Unlock Your Institution's Potential

Is your institution struggling with disconnected systems and manual processes? A unified HubSpot setup can transform your operations, providing unparalleled visibility, efficiency, and scalable growth.

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Ali Razzak

CEO & Founder · Team CloudSource
HubSpot Diamond Partner · APAC

About me

15+ years in sales and marketing across North America, ANZ, and APAC.

AHP Dental & Medical

Building a Stronger HubSpot Foundation for Healthcare Marketing