Bespoke CRM app integration and customer lifecycle management

Based on a customised app, Ecodesk's innovative ESG Lead technology platform gathers and consolidates data to offer a more comprehensive understanding of supply chains and suppliers.

This valuable insight enables clients to meet sustainability frameworks and standards, including B-Corp and the Global Reporting Initiative. Seeking assistance, EcoDesk approached us to seamlessly integrate their HubSpot CRM system with their newly developed ESG Lead application.

Additionally, they aimed to create a cutting-edge CLM program that would enhance conversion rates, increase visibility, and optimise efficiencies.

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Approach

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1. Mapping Systems, Data, and Processes

To kick off the project, we delved into a thorough review of the new application and customer journey. This allowed us to gain valuable insights into customer expectations and needs, identify the crucial touch points within the application, and data points across the app. By doing so, we were able to establish the context and determine the full potential of the systems before diving into the core elements of our customer lifecycle strategy, tactics, and processes.

2. Designing Systems and Integrations

Equipped with a deep understanding of the customer journey, we set about designing the HubSpot CRM system around. Our goal was to ensure that data mapping, journey progression, and customer lifecycle stages were perfectly mirrored. This way, regardless of where customers were in their journey with ESG Lead, we achieved continuity that guaranteed the best possible experience for prospects and customers.

This approach also allowed us to identify opportunities and propose enhancements to the application, while simultaneously specifying the integration requirements between the ESG Lead app and the HubSpot platform.

3. Creating the CLM Program

Once the lifecycle stages and customer journey were confirmed, we set out to construct the foundation of an automated CLM program. This comprehensive program catered to existing customers, prospects, lapsed customers, and inactive users.

Drawing on our expertise in customer engagement and eCRM programs, we tailored communications at each stage of the journey to ensure stronger engagement through more relevant messaging and optimal timings. Leveraging behavioural data points extracted from the ESG Lead application, including usage, engagement rates, time, and lifecycle stages, we automated each customer's journey.

4. Building the System

With the design, mapping and CLM phases completed, we focused on building the HubSpot platform according to our specifications. This involved integrating the ESG Lead app with HubSpot through technical consultations, workshops, process development, and data flows.

We meticulously designed, set up, and built the HubSpot platform, incorporating various stages, automated workflows, lifecycle automations, reporting, and dashboards. This comprehensive system provided enhanced clarity throughout the entire customer lifecycle.

Results

The entire process, from initial mapping to system launch, spanned approximately 8 weeks. Ecodesk have full visibility into the customer journey within the CRM - from initial enquiry through to paying customer and their applicaiton behaviour - with the ability to activate and act on all customer data.

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