Streamlining Corporate Membership Management for L&DI: a SpotDev Case Study

The Challenge

L&DI, a professional organisation in Ireland, was struggling with a time-consuming, manual membership management process. This involved handling spreadsheets, emails, and phone calls, which was inefficient and prone to errors. They needed a dynamic solution that allowed corporate administrators to manage memberships directly, without requiring constant staff intervention.

The Solution

SpotDev stepped in to analyse the complexities of L&DI's corporate membership allocations and user needs. They designed a secure, user-friendly membership management portal with dynamic member limits and automated member management features. This system seamlessly integrated with HubSpot’s custom objects and associations, allowing real-time updates and efficient data tracking. Additionally, upsell opportunity prompts were integrated to encourage corporate admins to expand memberships when limits were reached. 

The Results

After implementing SpotDev's automated membership management system, L&DI experienced significant efficiency gains. Manual intervention was eliminated, saving substantial time for staff. Corporate members were empowered to manage their employee memberships independently, providing a self-service management experience. The system simplified membership adjustments, reducing delays and administrative bottlenecks. Upsell prompts generated new revenue growth opportunities by encouraging membership expansions. Furthermore, this scalable solution, acting as a bespoke app, ensured flexibility and long-term use for L&DI.