What did Experience Co need?
New acquisitions mean new challenges. Due to an aggressive acquisition period in which they brought in a number of disparate businesses, Experience Co’s technology systems became discombobulated. Employees were spending too much time on duplicate data entry and navigating their different internal systems. They needed a CRM and Marketing Automation Platform to serve as their single source of truth that could provide a holistic, 360 degree view of their customers. HubSpot would prove to be an instant game changer. It could save employees time by eliminating the legwork that came with the manual transfer of data as well as improve overall data integrity, because, well, we’ve all been there… The manual transfer of data comes with its fair share of human error.
Piecing together and working out of different systems meant separate contact databases. Separate contact databases restricted Experience Co’s ability to cross-sell and prevented Experience Co management from being able to view and report on staff activity and performance. With all their data being siloed, reporting had become extremely manual. This prevented ExCo from getting current and accurate insights into their customers’ needs and interests. They were looking to become more agile so they could collate and quickly respond to issues and patterns of change. Ultimately, we needed to simplify the systems that were already in place and restructure their distinct businesses into Business Units within HubSpot. We also needed to make the process replicable for any acquisitions that will be joining the Experience Co family in the future.
What’d we do about it?
First up was an integration audit and scoping exercise – this was an essential starting point to determine what systems needed to work with HubSpot and what systems Experience Co wouldn’t need to renew 😉
We ran three streams of activity:
- Dealing with People
- Dealing with Processes
- Dealing with Technology
For each area, we mapped out existing processes and specific data requirements. We collaborated with the Experience Co project team via brainstorming sessions and data due diligence to present new processes based on HubSpot’s capabilities. From there, we configured HubSpot and built out system integrations that would enable these new processes to function seamlessly.
Why bother with a new CRM if no one knows how to use it, maintain it, and/or grow it? Using a train-the-trainer method, we taught designated trainers how to use and own their HubSpot portal. This gives them the tools and the confidence they need to make any portal adjustments and answer and train any questions for their users as the business continues to evolve and grow.
What’s new?
Some of the new tools available to Experience Co that they’re taking advantage of in HubSpot include:
- Net Promoter Score Surveys
- Cross-promotion
- Branded emails
- Workflow automations around deals, survey feedback, and actions taken on websites
- Integrations with multiple booking platforms into HubSpot for a source of truth
