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Countryside Alliance White Logo

Dynamics 365 to HubSpot CRM Migration

 

 

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150
k
Migration of contacts from Dynamics 365 to HubSpot
25
Custom HubSpot Modules
100
%
Increase of New Members
A leading membership organisation sought to enhance its membership management capabilities by migrating from Microsoft Dynamics to HubSpot. The organisation aimed to consolidate its data, improve operational efficiency, and leverage HubSpot's robust features to better serve its members. 
Dynamics365

Dynamics 365 Migration

Data Volume

Data Volume

Migrating over 150,000 contacts, each with multiple data points, required meticulous planning and execution.
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Complex Data Structures

The data in Microsoft Dynamics was complex, with various custom fields and relationships that needed to be accurately replicated in HubSpot.

Data Integrity

Data Integrity

Ensuring data integrity was crucial during the migration, achieved through validation checks, deduplication, and automated error handling, which maintained accuracy and consistency for the Countryside Alliance team.

No Downtime

No Downtime

Minimizing system downtime during the migration to avoid disrupting the organisation's operations.

Bespoke HubSpot CMS Development

  • Fresh, User-Friendly Interface – A modern and intuitive design was crafted to enhance usability and accessibility.
  • Custom Modules for Operational Needs – Bespoke features ensured seamless integration and improved functionality.
  • Enhanced User Experience – Intuitive navigation made it easier for users to engage efficiently.
  • Stronger Brand Representation – The design captured the essence of the brand, creating a visually cohesive and appealing presence.
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HubSpot Workflow

HubSpot Marketing Automation Workflows

  • Automated Membership Journeys – We implemented intelligent workflows that nurture leads through automated email sequences, boosting conversions.
  • Reduced Manual Effort & Errors – Our automation eliminated repetitive tasks, minimising human error and freeing up resources for strategic engagement.
  • Enhanced Member Retention – Personalised automated touchpoints, such as renewal reminders and exclusive content, increased member loyalty.
  • Data-Driven Optimisation – Real-time analytics and AI-driven insights allowed Countryside Alliance to refine campaigns and improve member engagement continuously.

Google & Meta Ads Campaigns

  • Precision Targeting – Our data-driven approach ensured ads reached the right audience, maximising engagement and conversions.
  • Optimised Campaigns – Continuous performance analysis and refinement led to higher ad efficiency and ROI.
  • Increased Membership Growth – Strategic ad placements and compelling messaging drove new sign-ups and renewals.
  • Enhanced Campaign Engagement – A/B testing and audience segmentation improved interaction rates across Google and Meta platforms.
Google and Meta Ads

The migration from Microsoft Dynamics to HubSpot was a complex task, but the team at Discover Digital handled it with expertise and professionalism. Their planning and execution ensured a seamless transition with no disruption to our operations.

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Tribe-Endt, L. | Membership Organisation

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