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Strategic HubSpot Implementation

Unifying a global commercial operating system.

A £30m membership-led business - 13 Phorums, c.298 member organisations - consolidating five divisions, replacing legacy architecture and establishing a Single Source of Truth for scalable growth.

Current Tech Stack

Dynamics 365NetSuiteHubSpot Marketing EnterpriseAzure FabricPower BIWordPressFreshdeskM365

Why this matters commercially

Biophorum gains clarity and control over its commercial operations.

Not a CRM project - the commercial infrastructure Biophorum will rely on to forecast, operate and grow without limiting yourself with technical debt.

This consolidation provides Biophorum with enhanced visibility into customer engagement, improved forecasting accuracy, and greater scalability for future growth. It also strengthens governance across all service lines, ensuring consistent operations and data integrity.

We fully expect this to give your team significant time back by a more efficient setup that is augmented by Automation and AI capabilities where applicable.

01

Unified Customer View

Achieve a single, comprehensive view of every customer across all Biophorum divisions, including memberships, training, and data products, to better understand and serve their needs.

02

Streamlined Service Delivery

Providing your Phorums team a more efficient and scalable infrastructure to more effectively and efficiently manage the various Phorums and Workstreams.

03

Enhanced Commercial Insight

Gain deeper insights into revenue, engagement, and forecasting across all business lines, enabling more informed strategic decisions and supporting future acquisitions.

The journey forward

A structured path to operational clarity.

  1. Step 01

    Engagement

    Formal sign-off and shared environment setup in the Forbidden portal.

  2. Step 02

    Kickoff

    Alignment session to lock in the roadmap, key milestones and success metrics.

  3. Step 03

    Implementation

    The strategic transition, integration and configuration workstreams.

  4. Step 04

    Enablement

    Team training and process documentation to ensure confident adoption.

  5. Step 05

    Launch

    Final validation and go-live, moving the business onto its new foundation.