Boosting Email Engagement Post-HubSpot Migration

ONEtoANOTHER came to us with a challenge: their outdated CRM system, Village Master, was holding them back. It wasn’t just a matter of inefficiency—it was about missing opportunities. They needed a modern, robust solution to not only maintain their existing workflows but to also maximize their marketing automation and lead management. That’s where we came in.

They tasked our team to orchestrate their HubSpot Migration for ONEtoANOTHER—a CRM platform known for its power and flexibility. Our mission was clear: ensure a seamless migration while optimizing ONEtoANOTHER’s marketing and lead management processes.

We set out to create a system that could not only handle their current operations but also scale with their future growth.

30.8%
Autoresponder click through rate.
64.7%
Autoresponder open rate.
High level
Of leads generated through the campaign.

Marketing automation

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 inquiries via the "Contact Us" form on ONEtoANOTHER’s website. This meant that potential leads were promptly managed, without any manual effort. We also customized 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.

Process: Key Optimisations for Enhanced Performance

One of the most impactful optimisations was the implementation of HubSpot’s lifecycle stages. This allowed ONEtoANOTHER to categorize leads according to their position in the purchase journey, making their marketing efforts more targeted and effective. Tailoring communications to each lead’s readiness to purchase is a game-changer.We also redefined the lead management process by assigning specific contact owners to each lead. This clear ownership meant no lead was left behind, and follow-ups were timely and relevant. The result? A more efficient sales process and a significantly enhanced customer experience.

Planned and executed over 12 weeks

Weeks 1-2: HubSpot Setup: We set up HubSpot Marketing Hub and Sales Hub and began configuring the necessary reporting dashboards and integrations.

Weeks 3-6: Data Audit, Cleansing, and Workflow Automation: We conducted a comprehensive data audit, followed by the cleansing of the exported data. Concurrently, we developed customised email templates and integrated them into HubSpot, while setting up autoresponder workflows.

Weeks 7-9: Final Testing and Client Training: After thorough testing of all systems, we provided detailed handover instructions and training sessions.

Planned and Executed Over 12 Weeks Weeks 1-2: HubSpot Setup We set up HubSpot Marketing Hub and Sales Hub and began configuring the necessary reporting dashboards and integrations. Weeks 3-6: Data Audit, Cleansing, and Workflow Automation We conducted a comprehensive data audit, followed by the cleansing of the exported data. Concurrently, we developed customized email templates and integrated them into HubSpot, while setting up autoresponder workflows. Weeks 7-9: Final Testing and Client Training After thorough testing of all systems, we provided detailed handover instructions and training sessions.

Results:

Our HubSpot Migration for ONEtoANOTHER ensured a seamless transition and immediate operational readiness, while increasing engagement and making lead management more efficient.

30.8%

Autoresponder click-through rate

64.7%

Autoresponder open rate

High level

Of leads generated through the campaign

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How We Transitioned
ONEtoANOTHER to HubSpot,
Boosting Email Engagement by 31%
in 12 weeks

Solution: A comprehensive
approach to CRM migration

Process: Key Optimisations for Enhanced Performance