How this Smart Manufacturing Nonprofit transformed their marketing and operations with HubSpot + Pyxis

Client: CESMII (Clean Energy Smart Manufacturing Innovation Institute)
Industry: Nonprofit | Smart Manufacturing Innovation

Introduction

CESMII, a nonprofit organization funded by the U.S. Department of Energy, strives to enhance the competitiveness of U.S. manufacturing. With a mission to empower small and medium manufacturers through smart manufacturing technologies, CESMII faced significant challenges in streamlining its operations and improving marketing workflows.

The Challenge

When Jillian joined CESMII as Director of Marketing, the organization had no cohesive marketing infrastructure. Key challenges included:

Disparate tools: CESMII used separate platforms like Salesforce and Constant Contact that didn’t communicate effectively.
Inefficient reporting: Quarterly reports for the Department of Energy required manual data collation across platforms.
Limited CRM capabilities: Existing tools were insufficient to support CESMII’s growing marketing, membership, and revenue needs.
Streamlining event management: CESMII needed a better system for managing registrations and payments for its annual events.

With a small team of 20 employees, CESMII needed a unified solution to enhance efficiency and user experience.

The Solution

Pyxis Growth partnered with CESMII to implement and optimize HubSpot, addressing key challenges through tailored solutions:

1. Comprehensive Onboarding and Implementation

Pyxis managed onboarding through HubSpot’s partner program.
Prioritized Jillian’s fast-paced work style by aligning onboarding with live projects.
Focused on immediate, tangible outcomes like improving marketing workflows and event management.

2. Migration and Data Integration

Migrated CESMII’s data from Salesforce to HubSpot, unifying marketing, membership, and commerce workflows.
Consolidated previously disparate tools to
reduce costs and improve data accuracy.

3. HubSpot Features Deployed

Custom Objects: Created custom categories for certifications, membership statuses, and company profiles. Enabled tracking of certifications with alerts for renewals.
Commerce Hub: Integrated Stripe for streamlined payment collection, eliminating cumbersome manual processes.
Landing Pages and Forms: Designed user-friendly landing pages for events and registrations using HubSpot’s Content Hub.
Workflows and Automations: Implemented workflows for seamless communication and data management.

4. Event Support

Enhanced event management through tailored registration forms that tracked citizenship (a requirement for hosting events at government venues).
Supported CESMII’s first independently managed annual member meeting with landing pages and automated workflows for registrations and communications.

The Results

Operational Efficiency

Reduced time spent on quarterly reports by automating data collation and streamlining workflows.
Simplified internal processes, allowing Jillian to focus on strategic initiatives.

Improved User Experience

Enhanced member experience with seamless registration and communication workflows.
Introduced efficient certification tracking, providing alerts for renewals and a centralized view of member status.

Event Success

Successfully hosted the 2024 Annual Members Meeting with automated registration, payment processing, and post-event follow-ups.
Collected actionable insights via HubSpot’s campaign tracking, influencing 2,500 contacts.

Revenue Growth

Implemented Stripe integration for Commerce Hub, enabling CESMII to collect payments for events and memberships efficiently.
Quantified event-based revenue for the first time, showcasing marketing’s impact on financial sustainability.

Why Pyxis Growth Partners?

CESMII’s collaboration with Pyxis Growth Partners was defined by:

Tailored support: Weekly meetings and flexible adjustments to CESMII’s evolving needs.
Expert guidance: Provided quick answers and solutions tailored to CESMII’s unique requirements.
Seamless integration: Simplified complex transitions, such as Salesforce migration and membership process automation.

Future Plans

CESMII plans to:

Automate the membership process by integrating HubSpot forms with DocuSign.
Expand HubSpot adoption across all teams, supported by targeted training.
Track ROI for events attended and hosted, building better contact lists and marketing campaigns.
Optimize data taxonomy and ensure uniformity across platforms.

Testimonial

"Pyxis Growth Partners has been instrumental in our transformation. Their tailored support and deep expertise helped us achieve in months what could have taken years. With HubSpot and Pyxis, CESMII is positioned to deliver impactful results for our members and the U.S. manufacturing sector."
— Jillian K., Director of Marketing, CESMII

CESMII’s success highlights the power of collaboration and the right tools. Pyxis’ expertise enabled CESMII to overcome operational challenges, streamline processes, and focus on its mission to empower U.S. manufacturers.