Solution: A comprehensive
approach to CRM migration
We kicked off with a deep dive into ONEtoANOTHER's data. Our team exported all relevant information from Village Master, followed by a deep cleaning process to remove inconsistencies. The cleaned data was then seamlessly imported into HubSpot, allowing ONEtoANOTHER to leverage HubSpot’s advanced capabilities from day one.
We also created bespoke email templates and integrated them directly into HubSpot’s library, ensuring brand consistency across all communications. Our team set up sophisticated autoresponder workflows, automating the immediate acknowledgment of enquires via the "Contact Us" form on ONEtoANOTHER’s website. This meant that potential leads were promptly managed, without any manual effort.
We also customised HubSpot’s features to align with ONEtoANOTHER’s specific business processes. By defining and integrating custom objects, we preserved their unique workflows while opening up new possibilities with HubSpot’s advanced tools.