Disco is a SaaS product for subscription-based learning communities. The platform features collaborative learning, an extensive curriculum, and all the tools to organize members in groups, monitor community engagement, and track learner progress.
Disco also offers ample opportunities for entrepreneurs to monetize their learning community.
"We are envisioning and building a world with more choice, accessibility, and diversity—manifested by niche learning communities that are global, purpose-built, and peer-led."
Struggling to customize data and deliver efficient reporting, Disco approached Unlimited to help with their migration from Pipedrive to HubSpot.
Luckily, our team was equipped with the knowledge of Pipedrive CRM and tools to help this Canadian growth-stage SaaS company achieve their goals.
Upon learning more about Disco and its core business needs, we quickly realized that our assistance in helping migrate Disco to HubSpot would be successful.
The Disco team came to Unlimited with a list of pain points and limitations with their current systems:
Disco started with Pipedrive early in their start-up journey, but over time, the platform wasn't a fit for their evolving needs. Furthermore, Disco jumped into Pipedrive without the support of a partner to set up the platform. Without the right support, the team was left with guess-work and an accumulation of bad data and legacy processes.
The Disco team was using multiple platforms, including Pipedrive, MailChimp, and their in-house, back-end educational platform. Cobbling together various platforms and CRM systems created data mismanagement and misalignment.
Like many start-ups, Disco’s data and processes had become entangled, and the team was lacking the critical knowledge they needed to analyze business performance. Critical metrics such as churn rate were missing, and the team wanted to fill in the gaps on where they were losing clients.
Disco’s leadership needed to harness data insights to produce key revenue insights, but the team struggled with Pipedrive’s reporting limitations. After unearthing Disco’s core reporting struggles, the Unlimited team worked on the cause rather than the symptom. In our many years of helping growth-stage SaaS companies, we’ve discovered that reporting issues are usually a symptom of data issues. Our team at Unlimited focused on structuring Disco’s data, processes, and reporting, to reflect how their business actually works.
Disco’s goal included migrating their dispersed tools and processes into HubSpot, to track and measure their business performance more accurately. They also wanted to leverage data across their sales pipeline, and make more informed, data-driven business decisions to support their growth trajectory.
After thoroughly assessing Disco’s goals and pain points, our team was ready to start the HubSpot integration.
Firstly, we explained how simple the integration with HubSpot and its backend would be. After a number of technical discovery calls, our team settled on a simplistic, one-way integration away from their back-end platform, completed near real-time.
Our team began pushing over contacts from Pipedrive to Hubspot. This resulted in a number of valuable outcomes:
“Each [Unlimited] team member brings a different skill set and a wealth of knowledge. What I appreciated the most about working with the UTS team was the ongoing support they provided. Even after the initial migration, we continued to engage with the UTS team who were always there to support us.’’
- Chris Stefanyk, Head of Revenue & RevOps
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