Customer data everywhere, and an unsubscribe list nobody could trust
Members and leads were spread across spreadsheets, a separate sales tool and word of mouth in the local business community. Emails went out from different tools, so messaging didn't line up and nobody had the full picture of a member.
Keeping track of who had subscribed and who had opted out was hard, and that was a privacy risk they needed fixed quickly.
One system for members, leads and email
Brought the data together
Moved from Pipedrive to HubSpot, and brought contacts in from spreadsheets.
HubSpot setupPut email in one place
Campaigns, newsletters and subscriptions run from HubSpot, so opt-outs are respected everywhere.
Email and listsSet up campaigns and onboarding
Lead campaigns, member nurture and onboarding messages, with segments that are easy to build.
WorkflowsBuilt the reporting
Dashboards for campaign performance and team activity.
DashboardsSupported the rebrand
When they later rebranded parts of the business, we updated HubSpot to match.
Ongoing supportBefore and after
Before
- Data in spreadsheets and several tools
- Messages out of step
- Opt-outs tracked by hand
- No single view of a member
After
- One record for every member and lead
- One voice across every email
- Subscriptions managed in one place
- Campaigns and onboarding reported together
One place the whole team works from
Sales and marketing now see the same emails, tasks, notes, pages and meetings on every record. The team follows up faster, and the privacy risk is closed. HubSpot is now the main tool for both teams.
"Alyssa and the Gather 'n' Grow team have been an excellent support to our organisation throughout many stages of our HubSpot journey. Most recently, they assisted us as we rebranded some areas of the business."
N. MiddlemissMarketing Manager"Not only did Alyssa help to streamline our CRM, but she also helped to solve problems we didn't even realise we had!"
A. HerodotusHead of Sales and PartnershipsSounds like your setup?
Tell us what's going on. We'll show you where the quick wins are on the first call.