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Cornerstone’s homegrown CRM, developed over the years, became slow, unreliable, and riddled with inefficiencies. Their key challenges included:
Their goals for migrating to HubSpot included:
Cornerstone sought a partner with the expertise to migrate their complex data structure into a more reliable and scalable CRM. After considering multiple platforms, they decided that HubSpot offered the flexibility they needed. Modern Driven Media’s extensive experience with HubSpot migrations, combined with their proven ability to implement a custom data structure, made them the ideal choice. Additionally, Modern’s approach to understanding Cornerstone’s unique data needs ensured a seamless transition.
Modern Driven Media implemented a comprehensive HubSpot migration for Cornerstone, focusing on:
1. Discovery and Data Infrastructure
Modern conducted in-depth discovery calls to understand Cornerstone's unique data structure. The result was a robust data infrastructure map to ensure data integrity and usability within HubSpot.
2. Data Migration & Cleansing
With over 20 years of data from two versions of their proprietary CRM, the data required cleansing and consolidation before migrating over to HubSpot. We were sure to customize each record to prioritize the most important data in each view.
3. Automation & Workflow Enhancements
To enhance efficiency, Modern created automations to replace Cornerstone’s manual processes. From workflows that enhanced data within records to automated tasks and reminders, the Cornerstone team was able to streamline their day-to-day operations allowing them to focus on their priorities.
Since transitioning to HubSpot, Cornerstone has experienced significant improvements across its operations:
Improved Data Integrity: By automating processes and requiring specific fields for key operations, data quality has improved significantly.
Increased Efficiency: Without the glitches and time-outs of their old system, the team has seen an immediate boost in productivity.
Real-Time Website Updates: A private app was developed to integrate HubSpot data with Cornerstone’s website, allowing real-time updates for property listings.
Enhanced Reporting: Custom dashboards were created to provide visibility into all aspects of their business, eliminating the need for manual data calculations.
The migration also opened up new opportunities for Modern Driven Media and Cornerstone to collaborate on future initiatives, such as building a membership portal and custom proposal tools within HubSpot.
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