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Agency

Periti Digital

MarketingOps
Cross-discipline

Periti Digital is a consultancy specialising in HubSpot and Anthropic AI, with offices across Europe and North America. They focus on complex projects such as data migration, AI automation, and integrating HubSpot with ERP systems and e-commerce platforms. The company aims to improve alignment across sales, marketing, and service functions, driving efficiency and growth for clients.

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Our read

Section 01

Works in international consultancy: HubSpot implementation + AI business transformation; worth a look if certifications and case-study depth matter more than brand name.

Periti approaches complex challenges with a solution-oriented mindset and an ability to adapt to specific client needs.

Directory research note

Value proposition

Section 02

Periti Digital is a HubSpot and Anthropic AI consultancy that addresses complex technology challenges for businesses. Their expertise includes migrating complex data, building AI automations, and integrating disparate systems like CRMs, ERPs, and e-commerce platforms. They focus on projects that establish a 360-degree customer view, ensuring systems that were not designed to work together can function cohesively.

The consultancy aims to deliver better alignment between Sales, Marketing, and Service departments, leading to increased efficiency, balanced growth, and improved business results. They emphasise creating a customer-facing engine central to customer-related processes and metrics. Periti Digital has achieved HubSpot Elite Partner status and was ranked among the top 3 global HubSpot partners in 2024.

Core competencies

Section 03

Data Migration and Management

Specialises in migrating complex and 'messy' data, ensuring data integrity and usability within new systems.

AI Automation

Expertise in building AI automations, specifically leveraging Anthropic's Claude for optimal performance and integrating AI into critical business processes.

System Integration

Connects CRMs (like HubSpot) with ERP systems and e-commerce platforms that were not inherently designed for integration.

360-Degree Customer View

Develops comprehensive customer views by unifying data across various platforms, enhancing understanding and engagement.

HubSpot Optimisation & Deployment

Offers services for planning, deploying, integrating, optimising, and operating HubSpot platforms for clients.

RevOps Alignment

Aims to achieve better alignment between Sales, Marketing, and Service teams to drive efficiency and business growth.

Products & services

Section 04
Planning a Project
Strategic guidance for defining and initiating technology projects.
Deploying HubSpot
Implementation and setup of HubSpot platforms tailored to business needs.
Integrating HubSpot
Connecting HubSpot with other critical business systems like ERPs and e-commerce platforms.
Optimizing HubSpot
Enhancing existing HubSpot configurations to improve performance and efficiency.
Operating HubSpot
Ongoing management and support for HubSpot functionalities.
Building AI Automations
Developing AI-driven automations, specifically utilising Anthropic's Claude, to streamline processes and drive measurable outcomes.

Key takeaways

Section 05
Core Business
Periti Digital positions itself as a partner for businesses facing complex technological challenges related to HubSpot and Anthropic AI implementation.
Differentiation
The company differentiates by focusing on technically challenging projects, such as integrating disparate systems and leveraging AI for business-critical processes, rather than standard marketing agency services.
Key Technologies
Their primary technology focus areas are HubSpot as a CRM/marketing platform and Anthropic AI, particularly Claude, for automation and performance optimisation.
Impact on Clients
Periti Digital aims to improve operational efficiency, foster growth, and align sales, marketing, and service functions by creating a unified customer-facing engine.
Market Standing
The company holds HubSpot Elite Partner status and was recognised as a top 3 global HubSpot partner in 2024, indicating a strong reputation and expertise within the HubSpot ecosystem.
Global Presence
With multiple offices across Europe and North America, Periti Digital serves a global client base.

FAQ

Section 06
What is Periti Digital's core expertise?
Periti Digital specialises in HubSpot and Anthropic AI, focusing on complex projects like data migration, AI automation, and integrating CRMs with ERP and e-commerce platforms.
Where are Periti Digital's offices located?
Periti Digital has offices in London, Dublin, Munich, Rotterdam, Lisbon, Boston, and New York.
What is Periti Digital's status with HubSpot?
Periti Digital is a HubSpot Elite Partner and was ranked among the top 3 global HubSpot partners in 2024.
How does Periti Digital leverage AI?
Periti Digital leverages Anthropic's Claude AI to build automations and embed AI into critical business processes, ensuring measurable outcomes in revenue, compliance, and operational continuity.
What are the benefits of working with Periti Digital?
Working with Periti Digital can lead to better alignment between Sales, Marketing, and Service, increased efficiency, balanced growth, and improved business results through expert handling of complex technological challenges.

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