Eliminated
Data Entry
Single Truth
Data Source
Increased
Profitability
The Situation & Approach
Context & Challenge
The Challenge
The LawTech company was using a variety of systems to accomplish each task. They had a webinar system that didn’t talk to their marketing platform, a CRM that had no connection to their software database, invoicing that was done manually through human-managed work logs, as well as a WordPress website that had no meaningful analytics on it. Every platform was decentralized from the rest. Due to this, LawTrades decided to migrate CRMs while also trying to fix their manual data entry and disjointed internal processes.
Our Solution
The first step was to implement the company to HubSpot Sales and Marketing Hubs. These would serve as the "source of truth" for their entire company's operations. But, to make the data reliable, a custom integration with the LawTrades custom software application was required. This included connecting to a series of databases and data warehouse. These systems would be a 2-way sync between the LawTrades platform and HubSpot in real-time. Next, the team tackled the challenge of disjointed tools, such as their website, webinar system, and billing platform. This would enable the company to maximize the value of each client, increase conversion rates for acquiring new clients, and dramatically increasing human productivity since there was no data entry to do.
The Results
Data Integrity
LawTrades finally had a source of truth for their data that everyone could operate from.
No Data Entry
Data entry was eliminated due to real-time integrations between all of their growth platforms.
Increased Profits
The company could focus on maximizing the profits per existing client seamlessly.
Outcomes
Key Results Achieved
Data Integrity
No Data Entry
Increased Profits
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