Design Singapore Council

The Challenge

Faced with fragmented systems and manual processes that hampered productivity, Dsg partnered with us to implement HubSpot as a centralized platform for managing their CRM and marketing efforts. Dsg officers faced several operational challenges:

• Disjointed Systems: Key data, including contact and company information, was spread across multiple platforms, leading to inefficiencies in accessing and managing information.
  
• Manual Processes: Managing marketing campaigns and internal workflows required extensive manual effort, slowing down task execution.
  
• Limited Visibility: Lack of an integrated meeting management system made tracking records and outcomes difficult.
  
• Complex Integrations: External forms used for lead generation were not seamlessly connected to their CRM, requiring manual intervention to update records.
  

To address these challenges, Dsg needed a scalable CRM solution that would automate processes, unify their systems, and enable their team to perform tasks efficiently.

Our Approach

1. Onboarding and Training

   We began by onboarding Dsg into HubSpot through a series of comprehensive training sessions. These sessions focused on:

   • Familiarizing their team with HubSpot’s UI and native CRM capabilities.
   • Equipping Dsg officers to fully utilize features like contact management, meeting tracking, and marketing automation.

   

2. Data Migration and Ecosystem Setup

   To streamline operations, we worked closely with Dsg to:

   • Reorganize and restructure existing data for seamless migration into the HubSpot ecosystem.
   • Spearhead the initial setup, ensuring their team could hit the ground running with a clean and organized CRM.

   

3. Custom Automations

   Leveraging HubSpot’s robust automation tools, we introduced tailored solutions to optimize workflows:

   • Custom Weekly Call Reports: Using programmable email features, we automated the generation of detailed call summaries for distribution to stakeholders.
     
   • Meeting Logs Automation: We set up workflows to automatically send weekly meeting records to relevant stakeholders, improving visibility and accountability.
     
   
   

   

4. External Form Integration

   Dsg’s external forms used for lead generation were integrated seamlessly into HubSpot via the HubSpot Form API. This eliminated manual data entry, ensuring leads were captured and tracked in real time.

5. Long-Term Support

   Our implementation of HubSpot delivered transformative results for Dsg:

   • Streamlined Operations: Centralizing data within HubSpot reduced manual work and improved access to critical information.
     
   • Enhanced Productivity: Automated workflows allowed Dsg officers to focus on strategic tasks instead of repetitive processes.
     
   • Improved Lead Management: Integration of external forms with HubSpot ensured seamless lead capture and tracking.
     
   • Increased Visibility: The meeting module and automated call reports provided stakeholders with actionable insights and improved collaboration.
     
   • Sustained Success: Long-term support ensured that Dsg continued to benefit from the latest HubSpot capabilities and technical expertise.