Industry
Technology
Challenge
Yospace were facing difficulties in managing their opportunities and contact lifecycle using Salesforce. They required a more integrated solution to have a better understanding of their 9000 contacts and associated data.
Results
AutomateNow successfully facilitated Yospace's data migration from Salesforce to HubSpot, creating new data fields for improved segmentation, and cleaning up existing data. This included the removal of duplicate contacts and the correction of incomplete information. The team were also trained in the HubSpot fundamentals so they had the tools to make the most out of their new CRM.
Services delivered
Training, Sales Professional, Data Migration
“We looked at a number of options for supporting our transition to HunSpot and AutomateNow really stood out. Bart and the team are experts in their field and the amount of knowledge sharing they do outside of our scope of work is highly valuable.”
"Paul and Carlos were great to work with. It was clear that they worked closely together from a sales and marketing perspective, but their systems were not joined up that. This meant that marketing leads were not effectively converting into sales leads, and on the flip side, the sales team didn't know what marketing collateral prospects were engaging with. They had a clear vision for what they wanted out of their CRM that aligns with ambitious growth plans. You cannot underestimate how much it means to work with good people, and working with the Yospace team was a delight"
About Yospace
Yospace specialises in dynamic ad insertion for live and on-demand video. They help broadcasters and content owners deliver personalised ads to viewers, replacing standard broadcast spots without disrupting the viewing experience.
Their technology is designed to maximise ad revenue while keeping streams smooth and reliable. Yospace works with major media brands around the world across a wide range of platforms.
The Challenge
Yospace was facing significant challenges in managing its opportunities and contacts within Salesforce. Their existing system was not efficiently handling their extensive database of over 9,000 contacts, 3000 companies and 1000+ deal records and associated notes.
The data was incomplete and it served no purpose for the marketing department, meaning it became difficult to reach out to prospects. They needed a more integrated and efficient solution to streamline their sales and marketing efforts, and manage their contacts' full lifecycle.
The Solution
Yospace decided to transition from Salesforce to HubSpot, as they wanted a more cohesive and user-friendly CRM platform. They needed assistance from an implementation partner and engaged with AutomateNow because of their expertise in HubSpot onboarding and data migration, all at an affordable price.
Kristian Melson, CRM Specialist at AutomateNow, collaborated closely with the Yospace team to understand their goals for HubSpot and how they would define success. Their main objective was to gain clearer insights into their customers, prospects, and deals through a more user-friendly system.
A process mapping exercise was carried out to document how sales and marketing operated at Yospace. This was then translated into a data map, helping to identify which data would be migrated, what development work was needed in HubSpot, and how the sales pipeline should be structured.
"Marketing leads were not effectively converting into sales leads, and on the flip side, the sales team didn't know what marketing collateral prospects were engaging with.
"Kristian Melson - Implementation Lead, AutomateNow
Work was then carried out to prepare the Salesforce data for migration, ensuring that thousands of records were correctly mapped and would be clean when they came into HubSpot. Throughout the migration, the Yospace team were trained in setting up their HubSpot accounts, deals, marketing, contact lists and sequencing, so they would be ready to use the improved functionality when the data arrived.
The Results
After the successful migration to HubSpot, Yospace experienced significant improvements in managing their contacts and opportunities. AutomateNow created new properties and cleaned up existing data, including the removal of hundreds of duplicate contacts and the correction of incomplete information.
They also assisted in creating targeted lists and 1-2-1 sequences, meaning the sales and marketing team were able to reach out to 10x more prospects in a day compared to Salesforce. The transition resulted in a more streamlined and efficient CRM system being used in sync by the sales and marketing team, meaning Yospace now has a better understanding of their customers and prospects. This will lead to more personalised and effective communications, as well as a more efficient sales pipeline.
Paul Davies, Head of Marketing at Yospace, said:
“We looked at a number of options for supporting our transition to HunSpot and AutomateNow really stood out. Bart and the team are experts in their field and the amount of knowledge sharing they do outside of our scope of work is highly valuable.”
Kristian Melson, the CRM Specialist working on the project, said
"Paul and Carlos were great to work with. It was clear that they worked closely together from a sales and marketing perspective, but their systems were not joined up. This meant that marketing leads were not effectively converting into sales leads, and on the flip side, the sales team didn't know what marketing collateral prospects were engaging with. They had a clear vision for what they wanted out of their CRM that aligned with ambitious growth plans. You cannot underestimate how much it means to work with good people, and working with the Yospace team was a delight"
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