HubSpot Implementation for Memcom

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Memcom transformed its fragmented systems into a single HubSpot platform, unlocking end-to-end visibility and operational efficiency.
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Memcom is a UK-based community that brings together senior leaders across membership organisations, trade associations, and the wider not-for-profit sector. Through events, networks, and thought leadership, it plays a key role in driving collaboration and innovation across the industry.

As Memcom continued to grow, its internal systems were no longer keeping pace. Disconnected tools and manual processes were creating inefficiencies and limiting visibility across the organisation.

The goal was clear: implement a single, scalable platform that could unify marketing, sales, operations, and finance; providing full lifecycle visibility and supporting future growth.

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Memcom

The Challenge

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Disconnected systems and manual processes limiting efficiency and insight

Memcom’s existing setup lacked cohesion, with multiple tools operating in isolation and no single source of truth.

At the centre of the challenge was a legacy CRM (Odoo) that was difficult to use, poorly adopted, and unable to support the organisation’s evolving needs.


Key issues included:

  • Disconnected systems across marketing, sales, events, and finance
  • No clear view of the customer journey from first touch to payment
  • Manual processes across outreach, follow-up, invoicing, and reporting
  • Limited visibility into pipeline performance and revenue
  • Inconsistent data and duplicated effort across teams

Ultimately, this made it difficult for Memcom to scale operations, measure performance, or deliver a seamless experience to its members and partners.

Memcom

What we did

Designing and delivering a fully integrated HubSpot platform; from lifecycle mapping and CRM architecture to automation, integration, and reporting

  • 1

    Defined the Customer Lifecycle

    We worked with Memcom to map their end-to-end journey - from initial marketing engagement through to sales, invoicing, payment, and ongoing relationship management.

    This created the foundation for a system built around how the organisation actually operates.

  • 2

    Consolidated Systems into One Platform

    We replaced a fragmented set of tools with a single HubSpot platform, bringing together marketing, sales, operations, finance, and service into one connected environment. This eliminated silos and created a consistent experience across teams.

     

  • 3

    Built a Structured, Scalable CRM

    We implemented a clear and intuitive CRM structure, including contacts, organisations, leads, and deals, alongside multiple pipelines aligned to Memcom’s different revenue streams. This created a scalable foundation for growth and reporting.

  • 4

    Automated Key Processes

    Manual processes were streamlined through automation across the lifecycle, from lead capture and qualification through to task management, deal progression, and invoicing workflows. This reduced administrative effort and improved consistency.

  • 5

    Integrated Communication and Activity Tracking

    Email and calendar systems were fully integrated into HubSpot, enabling all interactions to be tracked in one place. This gave teams complete visibility of engagement history and improved collaboration across the organisation.

  • 6

    Enabled Reporting and Insight

    We implemented reporting dashboards and AI-supported tools to provide real-time visibility into pipeline performance and organisational activity. This enabled faster, more confident decision-making across the business.

Memcom

The impact

Memcom now manages its marketing, sales, operational, and financial processes through a single, integrated CRM platform.

HubSpot brings together data across contacts, organisations, opportunities, and transactions, giving teams a clear, shared understanding of activity at every stage of the customer lifecycle.


Key operational improvements include:

  • One central CRM replacing a patchwork of disconnected tools
  • Greater visibility across pipelines and active revenue streams
  • Automated lead capture and structured follow-up processes
  • Defined workflows guiding opportunities through to invoicing and payment
  • A single view of communications and interactions across all teams

Memcom now operates with a single integrated CRM platform, supporting teams around the same goals - building communities across membership organisations and driving collaboration across the industry.

With a more structured pipeline, the organisation has improved visibility of opportunities and more reliable forecasting. Automation ensures that leads are consistently captured, managed, and converted, while reducing manual effort. As a result, Memcom has stronger control over its commercial operations and a more scalable platform to support continued growth.

 

 

Our Track Record

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