Case Study: a not-for-profit organization achieves cleaner, more visible data with SmartBug Media and HubSpot

a not-for-profit organization migrates 7,300+ contacts to HubSpot with SmartBug Media

The not-for-profit organization, a Canada-based industry group, faced significant challenges managing its disparate data and complex client connections. Their existing proprietary system lacked backend management capabilities, forcing them to rely on spreadsheets and external support. They partnered with SmartBug Media for a manual migration to HubSpot to centralize their data and improve visibility.

SmartBug Media implemented a detailed data mapping and migration strategy, leveraging HubSpot's custom objects and association labels to handle intricate relationships. The solution successfully migrated over 7,300 contacts, creating a unified and user-friendly database. The results included 100% data cleanliness and integrity from a baseline of 0% visibility, reliable access to a centralized system, and the creation of 15 custom association labels for easy tracking of complex connections.