CD - HubSpot Onboarding

Industry

Scientific Distribution

Challenge

Chromatography Direct faced a significant challenge with the complex and isolated CRM systems Goldmine / Quoteworx and marketing via 3rd party platforms such as MailChimp.

Results

Choosing HubSpot for its simplicity, seamless integration, and user-friendly features. Chromatography Direct successfully replaced the previous complex system with a combined sales and marketing platform in one.

Key Product

Marketing Hub, Sales Hub

www.chromatographydirect.com

100%

User Adoption

Workflows created

75%

Data Management

50%

Customisation

Pixel Lab helped us from initial consultation through to implementation. They understood our key deliverables and time scales, delivering ROI in a very short space of time.

Scott Ramscar

Director / Owner @ Chromatography Direct

About Chromatography Direct

Chromatography Direct Ltd is a leading innovator in the design, development, and manufacture of our own branded consumables as well as an exclusive distributor for other chromatography and mass spectrometry-related products. Based in the UK, operating globally through a network of distributors and OEM channels. We are pioneers in the industry for developing the highest-quality consumables at unrivalled prices.

The Challenge

Chromatography Direct faced a significant challenge with its CRM systems' complex and isolated nature. This complexity led to several key issues:

User Implementation: The local installation requirement made onboarding new employees or updating their laptops challenging and costly.
Workflow Inefficiency: Simple tasks became cumbersome, reducing overall efficiency and increasing administrative workload.
Data Accessibility: Critical customer data was complex, hindering quick, informed decision-making.
Integration Issues: Integrating the CRM with other essential business tools proved challenging, creating data silos and disrupting workflow continuity.

The Solution

Chromatography Direct made the strategic decision to migrate to HubSpot to tackle these challenges effectively. The migration was designed to streamline operations, boost user engagement, and enhance data accessibility.

Migration Process

Pre-Migration Planning: We engaged in thorough planning, including data cleanup and mapping out the essential functionalities needed in HubSpot.
Data Transfer: Successfully migrated all crucial data from Goldmine and MailChimp to HubSpot, ensuring data integrity and minimal downtime.
Customisation and Integration: HubSpot was tailored to meet Chromatography Direct's specific needs and seamlessly integrated with other business systems.
Training and Onboarding: Comprehensive training was provided to ensure all users felt confident and comfortable with the new system.
Post-Migration Support: Ongoing support was offered to address any issues post-transition and optimise the use of HubSpot.

"Having a single platform integrating Sales, Marketing and Data into one central resource has made us more connected and directed as a company."

The Results

Migrating from the legacy offline CRM to HubSpot was a decision that brought substantial benefits to Chromatography Direct. By opting for HubSpot, known for its simplicity, seamless integration, and user-centric design, they successfully navigated the challenges of their previous complex system. Chromatography Direct witnessed increased operational efficiency, boosted employee productivity, and gained a scalable platform to meet its evolving business needs.