We held a series of workshops with key teams, including marketing, sales, customer service, operations, and finance, to gain a deep understanding of their needs. These sessions allowed us to create a robust, tailored solution that aligned with MacPhee’s specific operational requirements. Once the workshops were completed, we developed a detailed scope of work and an integration guide outlining our implementation strategy.
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After analysing the extensive historical data, we identified and eliminated outdated or incorrect records. We then migrated millions of rows of data – including sales, contacts, and customer service interactions – to HubSpot CRM, ensuring a seamless transition.
To streamline MacPhee’s business processes, we developed a custom integration between HubSpot CRM and their newly selected ERP, Cin7 Core. This integration allowed data to flow seamlessly between the two systems, ensuring consistency across all business operations.
Integration blueprint:
We implemented HubSpot’s powerful marketing, sales, and customer service functions to give MacPhee's the tools to thrive in a digital landscape:
To ensure MacPhee’s teams were fully equipped to use HubSpot, we provided comprehensive training through recorded video tutorials and individual sessions with the marketing, sales, and customer service teams. We also documented all elements of the implementation, delivering a detailed guide for future reference.
Post launch, we have been working with MacPhees to unlock more efficiencies by developing more thorough integration with Cin7 and implementing new features within HubSpot.
Below: A custom CRM card showing the information from CIN7 right inside a HubSpot deal.
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