Case Study: How Oliver’s Wines Simplified Sales and Marketing with HubSpot

Turning Complex Challenges into Simple, Scalable Solutions

Industry: Food & Beverage (Wine & Hospitality)

Timeline: 6 Weeks

Platform: HubSpot CRM & Marketing Hub

Services: CRM Implementation, Email Marketing Automation, Reporting Dashboards, Workflow Optimisation

Overview

Oliver’s Wines is a boutique Australian wine producer and distributor known for its premium range and direct-to-consumer sales model. As the brand expanded into corporate gifting and online sales, managing marketing campaigns, sales leads, and customer relationships became increasingly complex.

DigitalScouts was brought on board to streamline their systems through HubSpot — enabling the team to automate marketing, manage customer data efficiently, and track every sale and campaign in one unified platform.

The Challenge

Before partnering with DigitalScouts, Oliver’s Wines used separate tools for email campaigns, website leads, and order management. The result was disconnected data and limited visibility into marketing performance.

Key challenges included:

• Manual lead management across spreadsheets and email lists.

• No clear reporting on which campaigns were driving sales.

• Inefficient follow-ups, leading to lost opportunities with retail and event clients.

• No integration between online enquiries, marketing emails, and the CRM.

Jeremy and his team needed a reliable, cost-effective system that would simplify operations and help them focus on growth instead of admin.

The Solution

DigitalScouts implemented a tailored HubSpot CRM and Marketing Hub setup designed for small and mid-sized producers in the food and beverage industry.

The project included:

• CRM onboarding and data migration from legacy spreadsheets and email lists.

• Marketing automation workflows to nurture retail, wholesale, and corporate clients.

• Custom dashboards to track leads, conversions, and campaign ROI.

• Email templates and sequences for customer engagement and seasonal promotions.

• Sales pipeline configuration to manage distributors, event bookings, and direct customers.

The setup was completed within six weeks, ensuring the team had full visibility and a smoother, automated workflow before their upcoming product launch.

The Results

The new HubSpot setup quickly delivered tangible improvements in efficiency and communication.

What the Client Said

“The DigitalScouts team combines solid marketing expertise with deep HubSpot knowledge. They listen, respond quickly, and deliver cost-effective solutions that work. Their ability to turn challenges into simple, practical outcomes sets them apart.”
— Jeremy Oliver, Founder, Oliver’s Wines

What This Means for Your Business

Oliver’s Wines’ transformation shows how even small and mid-sized businesses can scale faster with the right CRM setup. By simplifying marketing workflows, automating sales communication, and improving reporting accuracy, DigitalScouts helped Oliver’s Wines achieve a more structured and sustainable growth path.

Book a consultation with DigitalScoutsto see how your business can achieve similar results.