HubSpot Implementation for a Global Renewable Energy Association

Company Overview

A London-based global association promoting solar energy adoption worldwide. The organisation needed a CRM to support its operations team and sales director in managing member relationships, outreach, and internal workflows.

The Challenge

• No centralised CRM to manage member organisations, partnerships, and stakeholder communications
• The operations team needed Outlook integration with HubSpot for seamless email tracking
• The sales director required pipeline visibility and reporting to track membership and sponsorship opportunities

Scope of Work

• HubSpot CRM implementation for a non-profit / association context
• Outlook integration setup for email tracking and logging
• Sales pipeline configuration for the sales director's workflow
• Build the process of onboarding clients on HubSpot

Tech Stack & Integrations

Key Deliverables

• Configured HubSpot portal with Outlook integration
• Sales pipeline for membership/sponsorship tracking
• 50+ Custom properties created and configured to the client's business needs.