Established in 1967, the European Mortgage Federation (EMF) is the voice of the European mortgage industry on the retail side of the business, representing the interests of mortgage lenders at the European level.
The European Covered Bond Council (ECBC) is the platform that brings together covered bond market participants including covered bond issuers, analysts, investment bankers, rating agencies and a wide range of other interested stakeholders.
The EMF/ECBC team managed their members without any Customer Relationship Management tool, relying on Outlook and an emailing tool for member interactions. This approach presented four main challenges:
Overall, the team lacked an integrated software solution that could consolidate a single database connected to their website, along with marketing and sales actions, to address these challenges effectively.
Recognising that HubSpot CRM & Marketing Automation software was the ideal solution to address their communication and operational challenges, the Huble team, as proud HubSpot Partners, proceeded with implementing and migrating their existing database to HubSpot.
The mission began by understanding their essential business and marketing needs, enabling us to propose a comprehensive implementation and migration plan.
Subsequently, our team delved into the operational work, focusing on tasks such as refining their database structure, integrating HubSpot CRM with their website, and creating convenient emailing and landing page templates to streamline team communication, among other crucial activities.
Working closely with the EMF/ECBC team, our team successfully completed the design, implementation, and migration from Outlook and Sendingblue to HubSpot within just three months.
This transformation allowed EMF/ECBC to transition from multiple environments to a single integrated platform, significantly improving their ability to manage member relationships.
Moreover, HubSpot now serves as the centralised hub for managing all their emails and social media posts, streamlining their communication efforts.
With the implementation complete, we have begun leveraging HubSpot to enhance engagement and keep members actively involved in their initiatives.
The adoption of HubSpot has marked a significant milestone in optimising their operations and communication strategies, contributing to a more connected and engaged community.