HubSpot Pro · Custom data model
Connected CIC
Perinatal Support (CIC)
The result
One data model, every caseworker
Services in this engagement
The challenge
Connected CIC was on a legacy Salesforce instance managed by another organisation — cumbersome, inflexible and ill-suited to their work. They needed control, customisation and reporting to serve their clients and support funding applications.
At a glance
- Sector
- Perinatal support CIC, Derby
- Data model approach
- Ticket system for casework, association labels for relationships, minimised custom objects to control licensing cost
- Ongoing support
- Quarterly check-ins
What I did
- Data model designA custom structure for casework, volunteer management and reporting.
- Caseload managementEfficient tracking of client cases and the support provided.
- Volunteer managementApplication and volunteer-tracking workflows.
- Reporting & analyticsSignificantly improved reporting on service-delivery metrics.
- Marketing toolsStakeholder newsletters and communication.
- Super-admin trainingComprehensive training that made the team self-sufficient.
- GDPR-conscious architectureIntelligent use of the ticket system for casework, association labels for flexible relationships, and minimised custom objects to manage licensing costs.
Results
- Complete control over their CRM system
- Dramatically improved reporting on service delivery
- Better tracking of client hours, parents supported and geographic coverage
- Stronger data behind grant and funding applications
- A self-sufficient team, supported by quarterly check-ins
- A far greater ability to demonstrate impact to funders and stakeholders