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Financial Services & Wealth Management
$100m+
147k+
90%
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.
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.
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.
Our Solutions
We delivered a comprehensive migration and customisation plan focused on data integrity, automation, and user adoption.
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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.
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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.
“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