Email templates
Integrations
Automations
Client Overview
Our client is a learning hub for associations that helps growing leaders at every level. They create the professional development tools a leader needs to grow their career and their purpose-driven membership organization, like associations and nonprofits.
After signing on with HubSpot, they needed help with management of their Sales and Marketing hub platform. It
was especially challenging because they operate multiple channels i.e., their website, a learning system website as well as an events website. Their customer data was spread across various areas and disparate systems. They had different platforms for LMS, eCommerce, Digital Events, email Automations, existing CRM Ontraport,
communications, meetings and so on.
Challenge
One of the main reasons they signed up for HubSpot is to bring all their data and all their tools together in one place. Their goal was to have all the systems work seamlessly together, so their team could more effectively
market their content and courses.
They needed to migrate all their data from these business platforms to their HubSpot CRM and integrate the tools
to achieve their business goal
Solution
Elastik Teams with their expertise in the Associations space, started by understanding the pain points and initiated the requirements elicitation. With detailed As-is and To-be fit gap analysis, Elastik Teams arrived at a step wise implementation plan ofsetting up different objects and tasksto accomplish the migration. Key activities
involved:
● Data Mapping and Data Cleanup
● Data Migration
● Email Template Updates and Migration – Setting up new Automations
● Integrations revamp
The goal was to keep it simple and effective. To maintain contact data clean and up-to-date in HubSpot. Utilizing all the timeline activities and connecting the website user data, for an effective communication plan through HubSpot. Another key focus was to build integrations to have a seamless experience across different application
Result
In terms of results tied to sales and marketing, it’s too soon to quantify the business impact. However, the effectiveness of collaboration setup, automation and centralized data through integrations, has started reflecting benefits for the operations
