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.
Strategic HubSpot Implementation
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
Why this matters commercially
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.
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.
Providing your Phorums team a more efficient and scalable infrastructure to more effectively and efficiently manage the various Phorums and Workstreams.
Gain deeper insights into revenue, engagement, and forecasting across all business lines, enabling more informed strategic decisions and supporting future acquisitions.
The journey forward
Formal sign-off and shared environment setup in the Forbidden portal.
Alignment session to lock in the roadmap, key milestones and success metrics.
The strategic transition, integration and configuration workstreams.
Team training and process documentation to ensure confident adoption.
Final validation and go-live, moving the business onto its new foundation.