HubSpot & D365 Custom Integration for Retail Rewards Program & Customer Portal
Industry
Retail
Size
1001 - 5000 employees
Location
United States, 88 stores in 10 states
Current State
After setting up their website and marketing process in HubSpot through a partnership with ManoByte, this client in the retail industry wanted to implement a rewards/loyalty program with their customers leveraging HubSpot and Microsoft Dynamics365. The client needed the following:
Integration with Microsoft Dynamics365, a platform for managing the loyalty program calculations and transactions that connected with the client’s POS.
A customer portal for rewards members to track their progress and redeem rewards
Automated emails to send to rewards members at specific triggers
Desired State
To set up the loyalty program, ManoByte mapped and installed the Microsoft Dynamics365 application to integrate the two systems. The integration created a sync between customer profiles and transaction data in D365 and contact records in HubSpot. Using the synced data from D365, HubSpot was set up to accomplish the following:
Sending loyalty program communication via email
Report on the loyalty program
Manage the online customer portal
The online customer portal is set up on the HubSpot CMS and allows loyalty members to:
Login
Review their transaction history
See available rewards and program tier level
The client opted for a pilot launch to a few locations in one city first, then a phased rollout across their other regions. This allowed the client and ManoByte to optimize the process with a smaller group for a seamless launch across all 88 locations.
Results
HubSpot Hubs Leveraged
Marketing Hub CMS Hub
Integrations
Microsoft Dynamics365
Timeline
The project took 6 months to complete and included:
Overall Strategy & Development
Customer Portal Design & Development
Portal QA & Testing
Microsoft Dynamics365 Integration Setup
Integration QA & Testing
Automation Buildout Support
Launch & Rollout
30 Days of Post-Rollout Support
Learn About Our CMS Hub Services
ManoByte can help you redesign your website by leveraging the HubSpot CMS.
What a pleasure to work with the knowledgeable and friendly people at ManoByte! They are true experts in all things HubSpot and really helped our organization hit the ground running, in an otherwise overwhelming process. We can’t recommend them highly enough!!
- Jen Falcone | Staffing Recruiting | 51 to 200 employees
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