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Case study

ILT booking operations,
run entirely in HubSpot.

Zing365 is a UK-based learning and development provider, delivering regulatory compliance, leadership, and professional skills training to the financial services and insurance sectors. Its educational solutions combine bespoke e-learning, live webinars, and in-person workshops. That instructor-led training now runs entirely within HubSpot, with no separate booking platform, using capability the business already held in its existing licence.

  • Websitezing365.co.uk
  • CountryUnited Kingdom
  • SizeMid-sized
  • IndustryProfessional training & CPD
Duration12 weeks
EngagementHubSpot CRM transformation
PlatformMarketing Hub Enterprise, Sales Hub Professional
01

The challenge

The booking platform running Zing365's training operation had been in service for over a decade, and the vendor had wound down development.

Training data sat apart from client records, so revenue reconciliation was manual and sales had no view of training history during client conversations.

Zing365 wanted training operations inside HubSpot but needed the CRM architecture expertise to model complex training logistics natively. It was capability they did not hold in-house.

02

The work

Audited the legacy platform and mapped existing workflows with the team
Established that the required capability already existed within their current HubSpot licence, with no upgrade needed
Designed and built a custom object architecture for training operations in HubSpot
Migrated historical booking data, cleaning and rationalising it in the process
Automated billing calculations and booking status management
Built operational and revenue reporting for the team and leadership
Trained users and supported the business through go-live
03

The outcome

  • Operations

    ILT training operations now run entirely within HubSpot, with no separate booking platform

  • Investment

    Existing HubSpot investment now delivers considerably more, at no additional subscription cost

  • Invoicing

    Invoicing became a routine weekly workflow rather than a manual reconciliation task

  • Client conversations

    Client conversations now happen with full training history visible in the CRM

  • Leadership

    Leadership gained live visibility of revenue, capacity and utilisation

  • Costs

    Legacy licensing costs removed from the annual budget

04

Engagement summary

Engagement type
HubSpot CRM transformation
Duration
12 weeks
Services
Architecture, migration, configuration, automation, reporting, training
Peter's role
Strategy, design, implementation and training
Wider engagement
Ongoing HubSpot partner to Zing365, including CRM migration from Pipedrive and Marketing Hub and Sales Hub implementation
We knew we wanted everything on one platform, but not whether it was possible. Peter showed us the capability was already sitting in our HubSpot licence, then built it around how we actually work and delivered on time. The team barely thinks about the system now. It just runs.
Michelle Bresnahan Client Services Director, Zing365

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