With constantly growing and changing products and services, it’s hard to keep the data organized. For PolyPoint, ClickRay built a website that automatically populates and updates offers through HubSpot’s CMS and CRM from third-party platform, Airtable.
COMPANY DESCRIPTION
PolyPoint is the leading provider of digital healthcare management systems in Switzerland.
PROJECT OVERVIEW
ClickRay and Storylead, an inbound marketing & sales agency, developed an all-encompassing solution for the client to use HubSpot CMS and CRM to their full potential. ClickRay was in charge of building a database-driven website that would present the client’s offerings stored in a third-party platform. The main goal was to allow for the offerings to automatically respond whenever the data was updated in the third-party platform.
In order to best serve their clientele, our client wanted to display the whole customer journey on their website: beginning at the pain points and challenges of their own clients, followed by bringing them to the right products and services.
PROJECT GOALS
Maintain the third-party platform (AirTable) as a single source of truth.
Develop connections between CRM, CMS and a third-party platform (AirTable) to enable the client to not only display the information but use the same data in their sales process.
Create a dynamic page to showcase all (200+, constantly growing and changing) products and services on the website.
Design a high-functioning search and filtering system on the dynamic page to enable swift navigation for the website visitors.
Project results
Guided the client’s in-house dev team to create APIs between Airtable and CRM as well as Airtable and CMS (using Zapier).
Collected the data points, created the desired data structure in HubDB, and connected it to a dynamic website page so that the offerings would be automatically displayed and updated.
Achieved efficiency, effectiveness, and accuracy of information by maintaining Airtable as a single source of truth.
Together with Storylead (who worked with the client on the CRM), ClickRay empowered the client’s sales team in their inbound marketing campaigns, allowing them to use the full potential of HubSpot CRM’s custom objects and products functionality in conjunction with HubSpot CMS’s HubDB, which was used to showcase the offers on the website.
