Toptal streamlines automation and data management for benefits consulting firm.

A consulting firm needed to rebuild its member site and automate processes. Toptal’s custom plugins improved data management and SEO.

Client

A US-based benefits consulting firm offering marketing and growth services for employee benefits agencies and brokers.

Industry

Professional Services

Delivered Services

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Challenge

The company struggled to maintain its WordPress site, optimize it for SEO, and automate processes. Existing plugins were unreliable.

Solution

Custom Plugin Development

Toptal developed custom WordPress plugins integrated with the HubSpot API, ensuring flexibility without affecting active themes or other plugins and automating blog post publication from HubSpot to improve SEO.

Added New Critical Data Fields

Toptal added critical customer data fields to HubSpot, capturing data from the company’s website and ensuring better insights into its target audience.

Outcome

Improved Automation and Data Management

Custom plugins eliminated inefficiencies caused by previous plugins, leading to substantial improvements in automation and data management and better customer insights.

Enhanced SEO and Maintenance

Automated blog post publication enhanced SEO performance, facilitating better communication between sites and improving overall maintenance.

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