Comprehensive migration from

SAGE TO HUBSPOT CRM

"We have been on Hubspot for about 18 months now and we love it. Each month Axon Garside shows us how we can improve our processes, use more Hubspot functionality and become more productive."

Ben Marks

Managing Director at YouthSight

CASE STUDY

SUMMARY

CHALLENGE

SOLUTION

RESULT

YouthSight's sales, marketing and services teams were all operating on a platform simply not fit for purpose. Sage CRM specialises in financial information but lacked the tools to fully leverage the customer data they had at their disposal. As a result of using an inappropriate tool, their data wasn't useful and they had no visibility across departments and the business wasn't efficient.

As part of the migration to Hubspot CRM, we helped YouthSight accurately map their business processes. With these processes mapped, we could provide recommendations on how to refine them and how to best represent them within Hubspot. Lastly, using Hubspot's internal data cleansing tools, we vastly improved the quality of YouthSight's data after the migration.

The business now has a CRM suited to their needs. One that unifies the departments, providing visibility and improved reporting across the business. Using Hubspot, their data is well-maintained and an asset to their marketing team. After only 6 months of using Hubspot and so impressed by the tool, the business opted to have Axon Garside develop a new website directly within Hubspot CMS.

WHO ARE

YOUTHSIGHT?

YouthSight specialises in making companies more successful by helping them connect better with the next generation.

Founded in 2004, YouthSight is an independent youth research business, fully focused on young people. As well as being a research agency, they own the UK’s largest youth research panel, with over 150,000 members. They're longstanding Market Research Society (MRS) Company Partners and Fair Data members to boot.

YouthSight chose to work with Axon Garside after their initial interactions with the Axon team - particularly Jack. In early exploratory calls, Jack managed to distil Youthsight's pains and, ultimately, develop a solution that their team trusted.

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THEIR

CHALLENGES

No

visibility on communications across the business

The faults were plentiful but stemmed predominately from their use of an inefficient tool and the degradation this causes over time. Sage CRM simply wasn't a viable CRM for the company and as such, they utilised it as a glorified administration tool.

The knock-on effects were:

Difficulty leveraging contact data to make more informed marketing and sales decisions.
No visibility of communications across the business, client base and project base.
Limited reporting capabilities and consequently, an inability to be a truly efficient business.

OUR

APPROACH

Data

migration from Sage to HubSpot CRM

We approached the project systematically, recognising that thorough scoping and planning are essential for major CRM implementations. After assessing YouthSight's data and business processes, we offered recommendations to refine them in preparation for the deployment of HubSpot CRM.

With the specification implemented in HubSpot CRM, we migrated data from Sage CRM, addressing the poor quality by cleaning, deduplicating, and associating objects like contacts and companies.

To ensure successful user adoption, we provided comprehensive training for all tools and continued offering monthly consultancy, strategic input, and ongoing training to help the team fully leverage the software.

The

results

First and foremost, YouthSight now has a fully-functional CRM that fits the needs of the business rather than a makeshift tool that only partially functioned.

Working with Axon Garside resulted in YouthSight having clear visibility of their business processes and, subsequently, allowed them to be mapped to a tool to simplify and automate significant chunks of them.

Clear and accurate, real-time reporting was now possible with the custom reporting dashboards offered through Hubspot CRM. This saved the team huge amounts of time as they no longer needed to export data into spreadsheets and extrapolate manually.

As Ben Marks puts it;

"We have been on Hubspot for about 18 months now and we love it. Each month Axon Garside shows us how we can improve our processes, use more Hubspot functionality and become more productive."