Léargas | HubSpot Onboarding
Industry
Education
Challenge
Léargas’ journey led them to using various solutions for CRM, email marketing and landing page creation and required a unified HubSpot platform to overcome outdated lead generation, implementing a more proactive, sophisticated and modernised approach. With four unique business vertices, Léargas required CRM segmentation and alignment of business processes, enabling effective lead generation and nurturing. Additionally, the move to HubSpot helped them update their website and UX.
Results
The IFT team set Léargas’ HubSpot CRM, taking them through a smooth onboarding process that ensured the business could have a clear view of its leads (source, activity and quality) by effective database segmentation. IFT’s setup, onboarding and training enabled Léargas to manage its contacts, define buyer personas, apply lead scoring, qualify and nurture leads, and optimise their website lead capture forms.
Key Service
HubSpot Onboarding
Inbound FinTech are an absolute pleasure to work with. The IFT team was instrumental in translating the HubSpot Sales terminology to our context, mapping out our workflows and segmenting our lists in exciting ways. We are looking forward to delighting our clients with the processes created by Inbound FinTech and would recommend them to anyone using HubSpot!
Brian Desmond
Acting Senior Communications Officer (Digital Content) @ Léargas
About Léargas
Léargas is a not-for-profit organisation based in Ireland, owned by the Department of Education and Skills. The company manages national and international exchange programmes in education, youth and community environments, and offers vocational education and training.
These programmes connect people in different communities and countries and bring an international dimension to the work of organisations across Ireland. Léargas is the National Agency for Erasmus+, the EU’s programme to support education, training, youth and sport in Europe.
The Challenge
Léargas approached Inbound FinTech (IFT) looking for HubSpot onboarding support from an experienced agency. The company wanted to move from using various solutions for CRM, email marketing and landing page creation to using HubSpot for everything. The project also needed various integrations to enhance CRM capabilities, empower the Marketing and Sales teams and provide extensive visibility into user activity.
The IFT team set Léargas up on the HubSpot CRM and took them through a smooth onboarding process that ensured the business could have a clear view of its leads (source, activity and quality) and segment the database effectively, by country, region, persona, etc. Our setup, onboarding and training enabled Léargas to manage its contacts, define buyer personas, apply lead scoring, qualify and nurture leads, and assign tasks to team members.
Léargas also wanted to update its website and UX and the move to HubSpot would help them achieve this. Through IFT’s initial focus on the onboarding process, we learned a lot about Leargas’ personas and the user experience, which helped us to make more proactive and data- driven decisions on what to update on the website and how to adapt internal processes.
Solution
The project first focused on the technical onboarding, ensuring all previous marketing and CRM platforms were either migrated to or integrated with HubSpot to establish a unified system. This involved setting up permissions, filtering traffic, connecting all necessary accounts, and integrating tools like Google Analytics. The solution was selected to consolidate Léargas’ operations onto a single platform, replacing various disconnected solutions.
Next, Inbound FinTech (IFT) addressed the challenge of outdated lead generation and GDPR compliance by streamlining the lead capture process. They implemented HubSpot forms that automatically created, scored, and enrolled leads into nurturing workflows, moving away from manual Word documents and external survey tools. Furthermore, IFT conducted persona research to define target audiences and applied a lead scoring system to qualify contacts. This approach was chosen to modernize lead management, enable targeted campaigns, and reduce manual effort by highlighting only priority leads.
Finally, the project enhanced Léargas’ outreach and data capabilities by leveraging HubSpot’s advanced features. This included migrating from simple Mailchimp newsletters to sophisticated email marketing and implementing powerful automation across administrative tasks and lead nurturing campaigns. Additionally, all blogs were centralized onto HubSpot for reporting purposes, and automatic dashboards were set up. These solutions were implemented to increase process efficiency, improve contact communication, and provide extensive analytics for generating meaningful insights.
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The Results
Inbound FinTech took Léargas through a smooth and thorough HubSpot onboarding process, empowering the team and setting them up for success. The onboarding process was delivered in 10 weeks, and this included migrating their CRM to HubSpot, putting together landing pages and email automation flows, and going live with the client’s first campaign using the automated process.
In setting the client up on the HubSpot CRM, we wanted them to hit the ground running after onboarding, so we put in place an effective lead generation process, implemented various automation elements for nurturing, and worked with the Marketing team to roll out a pilot campaign, built around the 2020 European Language Day.
The point of the campaign was to offer people Language Day materials, which would be posted to them once requested. We created a workflow to encourage people to sign up to the event and award ceremony, tag them in social posts and share what they did to raise awareness. We captured details via online forms in HubSpot and implemented automation tied to these forms, triggering our nurture workflows.