Rugby Canada, a non-profit National Sport Organization, wanted to increase their partnership and event revenue, but their business development and sales efforts were hindered by disconnected systems, fragmented data, and time-intensive manual procedures and tracking, prone to errors and inconsistencies.
This limited their ability to efficiently manage relationships, track interactions, and cultivate new leads, all crucial for the organization’s growth objectives.
We partnered with Rugby Canada to develop a comprehensive digital transformation strategy, which included vetting and implementing a CRM system, and onboarding the partnerships team to the platform.
Rugby Canada was on a tight timeline and budget to get this system up and running so we focussed our efforts on platforms that were known to be user-friendly and cost-effective.
We used the Top 40 CRM Software Report, and multiple software review websites to determine a list of possible solutions. We evaluated the systems based on criteria including ease of integration with other existing software, automated workflows, customer support, and scalability.
From there, we created a short list to engage in product demo presentations and participate in user trials. We chose Hubspot based on its vast range of capabilities and ability to integrate with finance and marketing functions.
They also offered a non-profit discount, making the platform one of the most affordable, and best value for the investment.
All Hubspot software includes a mandatory onboarding program to help increase time to value and enable setup specific to business needs.
Given our knowledge of the different sales cycles and processes, we were able to customize the platform for different user needs, create tags to filter data based on specific contact and event criteria, set up templates and email sequences, create deal stages and automation that drove efficiencies, and set up dashboards and reporting to monitor progress and KPIs.
We embedded forms on all event websites as part of an inbound sales strategy, to capture more leads and enroll them in the database. We integrated invoicing and ticketing operations to create seamless workflows and eliminated most manual processes.
Most importantly, there is now full transparency in customer communications and one secure location for all customer data.
