Foxon Media is an industry-leading provider of exclusive conferences, high-profile events, insightful breakfast briefings, and premium intelligence reports tailored for Asset and Wealth Management professionals.
Their signature event series, The Summit for Asset Management (TSAM), is a global platform connecting asset management, investment, and wealth management experts. With a strong portfolio that includes live events, webinars, and digital platforms, Foxon Media empowers industry leaders with access to intelligence and collaboration to drive innovation and efficiency.
Challenge
Foxon Media approached Struto, seeking solutions to streamline their event management and sales processes. They had been relying on spreadsheets to track vital sales and event-related data. The fragmented nature of their data management made it challenging to maintain a clear view of their events, manage attendee details, and track sales deals effectively. With multiple events held annually in locations such as Boston and London, they needed an efficient system to handle deal management, track events, and generate insightful reports to guide decision-making.
The company was looking for a comprehensive solution to centralise its data, streamline event tracking, and support its sales outreach and lead nurturing efforts. Foxon Media also needed to overcome the manual processes that had been causing inefficiencies and limiting its growth potential.
Solution
Struto stepped in to help Foxon Media transition from a disjointed system of spreadsheets to a unified HubSpot-powered platform. The project involved building custom objects and creating a new sales pipeline to represent their event and vendor management processes better. The team also imported crucial deal data into HubSpot, transforming it into actionable insights.
The project focused on setting up key processes, such as event management workflows, lead and prospect nurturing, and sales training for their team. Events were linked as line items within deals in HubSpot, allowing Foxon Media to track sales performance for each event and attendee participation. In addition, custom reports were created to measure event success and attendee engagement, offering valuable insights into how many people signed up and attended each event.
Hurdles
One of the primary challenges Struto faced was dealing with data quality. Much of the event-related and sales data required a significant clean-up to match HubSpot's structure. Before the data could be migrated, it needed to be organised to associate the deals and events as line items correctly. The data cleansing required careful separation of event information and proper alignment with HubSpot's properties.
Another challenge was the complex nature of Foxon's reporting needs - particularly for sales and event attendance. Custom reports had to be developed to provide the insights Foxon required for decision-making.
Results
The Struto team successfully migrated all of Foxon Media's sales and event data into HubSpot, giving them complete visibility over their deals and event performance. With data centralised in HubSpot, Foxon can easily track sales deals and link them to multiple events, providing more precise insights and improving decision-making capabilities. The custom reports on attendee engagement have empowered the team with actionable information, allowing them to optimise future events.
Through this process, Struto helped Foxon Media save time on data management and streamline their sales and event tracking. The client can now focus on growing their business rather than dealing with the administrative burden of managing data across multiple platforms.
"We're proud to have helped Foxon Media centralise their data and streamline their event management processes. The transition to HubSpot has given them much-needed visibility over their deals and events, and the custom reports we've built enable them to make more informed business decisions."
- Sacha Holmes, Struto HubSpot CRM Implementation Specialist.
Impact
Thanks to Struto's solution, Foxon Media now enjoys seamless management of its event and sales processes. They have clear visibility over the deals and events contributing to their business and are equipped with better reporting tools for measuring the success of each event. The custom event management pipeline built by Struto has simplified their process of tracking vendors, delegates, and speakers, allowing them to focus on delivering value.
With the automation of their lead nurturing workflows, Foxon Media can now effectively manage their sales outreach and customer relationships, enhancing their ability to grow their business.
"Partnering with Struto has been transformative for our business. Their expertise in implementing HubSpot has allowed us to centralise our data, streamline event management, and gain real-time visibility into our sales and event performance. The custom tools and reports they’ve developed have been instrumental in helping us make data-driven decisions and focus on delivering exceptional experiences for our attendees and partners. Struto has been a critical part of our journey, enabling us to scale and operate more efficiently."
- Kadin Luong, Marketing Director at Foxon Media.
Future Scope
Foxon Media have an ongoing relationship with Struto, and additional work is planned to refine their vendor, delegate, and speaker processes. They also want to automate their lead and prospect nurturing workflows to improve their efficiency further.
Additionally, Struto is working on integrating Foxon Media's HubSpot platform with their event badge provider, EventsCase, to streamline the attendee management process further.
