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Digital Strategy

Streamline operations and expand your reach with our crafted digital strategies, built on key market insights and innovative technology.
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Drive engagement and build loyalty with our tailored email marketing strategies, focusing on precise audience targeting.

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Build high-converting websites and landing pages using Growth-Driven Design and best practices for performance.

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Increase conversion rates with our CRO services, employing precise design principles to enhance user experience and effectiveness.

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Drive engagement with our Content Marketing Agency services, uniquely crafted to resonate with your audience and drive results. 

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Optimise engagement with our Social Media Marketing services, strategically designed to captivate your audience and drive growth.

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Digital Stand uses HubSpot AI to boost your sales, marketing, and service with smarter automation, personalised engagement, and powerful, actionable predictive insights.

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CONTACT US

Ready to Take the Next Step? Contact us today to schedule a consultation and start your digital transformation journey.

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Financial Services & Wealth Management

We help financial services firms modernise their tech stack without sacrificing security or compliance. From onboarding to ongoing engagement, we deliver automation, visibility, and performance tracking that scales with your business.


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LinkedIn Ads

Targeted LinkedIn advertising to connect with senior decision-makers, capture B2B leads, and fuel your sales pipeline.


Professional Services

We implement HubSpot to help you track leads, move deals forward, and deliver seamless client experiences. We bring marketing, sales, and service together under one system that works the way you do.


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LinkedIn Ads

Targeted LinkedIn advertising to connect with senior decision-makers, capture B2B leads, and fuel your sales pipeline.


Real Estate & Construction

From off-the-plan sales to lead tracking across portals and walk-ins, we help you turn interest into qualified buyers, with HubSpot that’s designed for real estate.


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Meta Ads

Delivering powerful Facebook and Instagram campaigns designed to generate high-quality leads.


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Google Ads

Full-funnel Google Ads management to capture high-intent buyers and drive measurable leads.


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Case Studies

Discover how we've propelled businesses towards extraordinary growth. Check out our case studies to see our results in action.

Latest Case Studies

Our Story

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Driven by Innovation, Guided by Experience

Learn about our journey and how we've helped transform the digital landscape. Join us in redefining marketing excellence.

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Social and Digital Campaigns


aboutus_icon_02$100m+

Trackable Revenue Generated


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Marketing Leads Acquired


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Increase in ROAS for Our Clients

Digital Marketing is a Team Sport. We Are Your Teammates.

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CASE STUDY

Trans Tasman Business Circle

Digital Stand helped migrate from a complex Salesforce setup to HubSpot CRM, boosting user adoption, streamlining marketing, and enabling real-time reporting.

Overview

Trans Tasman Business Circle connects senior executives across Australia and New Zealand with key business and government stakeholders. As their network grew, their legacy Salesforce CRM became difficult to manage due to over-customisation, poor integration, and low user adoption. Digital Stand partnered with TTBC to migrate their CRM to HubSpot, simplify workflows, and drive better engagement across teams.

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PROJECT

Migrate and optimise The Circle’s CRM from Salesforce to HubSpot, ensuring clean data and streamlined processes.

WHAT WE DID

Audited and migrated data, cleaned and normalised records, built custom workflows, created live reporting dashboards, and trained staff.

TIMELINE

A comprehensive migration and onboarding completed over several months to minimise disruption and maximise adoption.

Key Challenges

01.

Over-Complex Salesforce Setup

Highly customised Salesforce made clean data extraction difficult.

02.

Low User Adoption

Cumbersome interface and poor data quality slowed team uptake.

03.

Disconnected Marketing Systems

Lack of integration limited automation and campaign insights.

04.

Manual Reporting

Slow and error-prone reporting hampered decision-making.

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Process

We began by auditing The Circle's existing Salesforce environment to understand data structures and workflows. Next, we designed a migration plan to safely transfer contacts, companies, deals, and activities to HubSpot. Simultaneously, we identified redundant data and cleaned inconsistencies to ensure a smooth import. Once the data was in HubSpot, we developed custom workflows aligned with The Circle’s member engagement goals and built real-time dashboards to replace manual reports. Training sessions were delivered to ensure staff were confident and empowered to use the new system effectively.

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Our Solutions

We delivered a comprehensive migration and customisation plan focused on data integrity, automation, and user adoption.

  • Full Salesforce Data Migration
    We audited and migrated all critical records—including Contacts, Companies, Deals, and Activities—seamlessly into HubSpot.

  • Data Cleanup and Normalisation
    Legacy fields and inconsistent naming were removed to ensure clean, usable data for ongoing operations.

  • Custom Workflows
    Automated workflows were created to streamline event invitations, member engagement, and follow-up communications. 

  • Reporting and Dashboards
    Live dashboards replaced manual reports, providing real-time insights into engagement and campaign performance.

  • Training & Onboarding
    Tailored training sessions equipped key staff with the knowledge to fully utilise HubSpot’s capabilities.

These solutions combined to simplify The Circle’s CRM environment, boost marketing impact, and empower their team to work more efficiently.

Results That Speak for Themselves

The Circle's new HubSpot CRM unlocked immediate improvements in data management, marketing, and team productivity.

Complete Data Migration

100% of Salesforce records were transferred without loss or disruption.

Adoption Boost

User adoption grew by 50%, with staff actively managing contacts and communications.

Marketing Performance

Integrated workflows improved campaign targeting and segmentation.

Faster Reporting

Reporting time dropped by 80%, with live dashboards delivering instant insights.

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“The move to HubSpot has been transformative for our team. We now have complete visibility across our relationships and campaigns, and the platform is far more intuitive and actionable than what we had before. Digital Stand made the transition seamless.”
General ManagerTrans-Tasman Business Circle

A Seamless Shift to Smarter Systems

Over the course of the project, Digital Stand enabled Trans Tasman Business Circle to leave behind a complex and disconnected CRM environment, adopting a modern, integrated HubSpot platform. This not only improved day-to-day operations and marketing effectiveness but also empowered TTBC’s team with the tools and confidence to manage and grow their network.

100% Data migrated
50% Adoption increase
80% Faster reporting
4x Marketing efficiency