Case Study ISM - Pinetco

International School of Management

ISM launches with HubSpot Marketing and Sales Hub Enterprise

The state-recognized, private university "International School of Management ISM" plans to use HubSpot as a CRM and marketing hub by Q3 2022 and has inquired with us regarding professional support.

One focus was placed on the topic of data import in order to structure and merge the contact information from various ISM sources. Not only the current import, but also the future exchange with the university management software "academyFIVE" (AC5) should be taken into account.

The aim of the collaboration was also to train employees from marketing and sales so that they can use HubSpot independently in the future and thus automate their processes.

At the beginning I thought that we wouldn't need an agency to implement HubSpot as a CRM - now I'm very glad that we decided to work with Pinetco. Open and uncomplicated cooperation, very good and fast communication, solution-oriented and pragmatic approach. In short: highly recommended!

Maxie Strate

Head of Marketing

THE PROJECT

The initial situation

HubSpot was already being used by the "ISM Distance Learning" team before the start of the project. The ISM Presence team will now share a modern HubSpot instance with ISM Distance Learning to support marketing and sales through automation. ISM Fernstudium will continue to use the familiar instance. One challenge was to identify which data is currently available, which data should be exchanged between the two divisions and how the interface to AC5 will work in the future.

Our services

Kick-off workshop to analyze current processes and outline automation and savings potential in HubSpot
Familiarization with the current data structure together with ISM based on current data + Definition of future relevant information
Translate the current data into HubSpot properties and support the creation of the contact structure
Technical concept for importing directly into HubSpot
Definition of processes and workflows for future data exchange with AC5
Assistance with data import
Setting up HubSpot Sales, Marketing Hub & Business Unit
Creation of a HubSpot glossary and compact learning videos