Dineline's Growth with the Precision Signals Strategy
Dineline, a growing restaurant marketing agency, capitalized on missed revenue opportunities
Franshare's Rapid HubSpot Relaunch
After a long-time employee left the organization, marketing was stuck in place with worse than expected data and the inability to execute a lifecycle marketing attack. In two weeks, MergeYourData sorted HubSpot to enable an immediate relaunch to their contacts.
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Client
Franshares
Services
HubSpot Technical Revamp
Project Timeline
2 Weeks
Platforms
HubSpot, 3rd Party Integration, Securitize
Additional Converted Customers
10
Contacts Fixed
10,000
Project Overview
Background
Franshares, a passive franchise investing company, had a key team member leave the company. With his departure, the team discovered some data quality issues in their HubSpot data.
This made it impossible to run critical lifecycle marketing campaigns needed to boost sign ups before funds closed. With the clock ticking, MergeYourData was brought in.
Challenge
With no documentation on the HubSpot setup, and a third party integration syncing data to HubSpot, the Fransharesteam was struggling to move forward with their marketing efforts.
They needed a way to fix the poor data quality and make sure integrations were properly sending data to HubSpot. This would enable them to send highly targeted messaging to their prospects they needed to convert to customers ASAP.
Project Execution
Franshares and MergeYourData came up with a quick priority list and an attack plan for a two week turnaround. This would leave enough time to get the proper messages
- An audit of their systems landscape and HubSpot account helped identify gaps, potential data issues, and roadblocks their team runs into.
- A plan was created together to rank and tackle the highest impact challenges identified in the audit.
- The MergeYourData team drafted solutions, set priorities and solved each data quality and integration problem one by one.
- Solutions were QA'd, sent for approval, and launched as each one was finished. Allowing Franshares to get moving immediately on their Lifecycle Marketing.
Project results
The impact of the engagement was:
Unblocking Marketing After an Employee Departure
Even without documentation of anything that was built inside of HubSpot, marketing became unblocked once the project was complete. Data, lists, workflows, and reports were useable again.
Clean Data
Significant data quality issues were discovered during this process. These were resolved and fixed to allow for correct marketing and sales efforts to be conducted to specific contacts.
More Confident Decision Making
Fragmented, confusing data was turned into valuable insights, empowering FranShares to make data-driven decisions rather than relying on guesswork.
Additional Customers
Prospects that were stuck in limbo due to bad data ended up converting into customers when data was fixed and they were re-engaged. These prospects wouldn't have even been known to exist in a certain Lifecycle Stage if it wasn't for this project.
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