Case Study

Falmouth - University

Hubspot + Gecko

Background

Falmouth University, aiming to enhance their HubSpot CRM setup, collaborated with InfoPad to optimise their system’s efficiency and effectiveness. As a respected educational institution, they sought to streamline event management and advisor assignment processes within HubSpot. They needed InfoPad’s expertise for custom development solutions to optimise their CRM operations due to challenges with their existing HubSpot setup.

Challenges

Inefficient Events Data Integration: Existing processes lacked seamless integration between Gecko and HubSpot, causing operational overheads.
Cumbersome Advisor Assignment: Manual workflows for assigning contacts to course advisors were time-consuming and complex, requiring frequent updates.
Limited Reporting Capabilities: There was a challenge in efficiently tracking event attendance and its impact on student enrolment conversion rates.
Technical Limitations: Falmouth faced restrictions due to the limitations of HubSpot’s and Gecko’s functionalities, particularly in custom object management and reporting.

The Solution

InfoPad developed a bespoke integration between Gecko and HubSpot, which automatically synchronised event attendance data, eliminating the need for manual entry and reducing system complexity. Additionally, InfoPad implemented a custom object functionality within HubSpot, simplifying the advisor assignment process. This allowed for dynamic and efficient matching of contacts to course advisors, significantly cutting down the time and effort previously required. These technical solutions directly addressed Falmouth University’s specific challenges, significantly enhancing their CRM’s operational efficiency and data management capabilities.

Outcomes

Streamlined Event Management: Seamless integration between Gecko and HubSpot for real-time event and attendee data synchronisation.
Efficient Contact Assignment: Automated and simplified process for assigning contacts to the correct course advisors without the overhead of manual workflows.
Enhanced Reporting: Improved capability for Falmouth University to monitor event attendance and analyse its impact on course enrolment conversion rates, even with existing tool limitations.
Increased Operational Efficiency:Reduced manual effort and complexity in CRM management, allowing staff to focus on strategic activities.

Summary

Falmouth University expressed great satisfaction with InfoPad’s custom solutions, highlighting the significant improvements in CRM efficiency and operational workflows. The collaborative effort not only addressed specific challenges but also set a foundation for ongoing innovation and enhancement within their HubSpot ecosystem.