Marketing Automation Migration - HubSpot Logo(White)

Case Study

MARKETING AUTOMATION MIGRATION FROM
ONE AUTOMATION SYSTEM TO ANOTHER

Global IT Company

The Challenge

A leading Global IT Company offering solutions for channel-oriented organizations that value training. Course development, strategic support, and integrations to turn learning into a strategic asset for its clients. Client was using Pardot and wanted to move to HubSpot to improve reporting capabilities and reduce dependency on Salesforce.

Objectives

Z

Seamless transition from Pardot to HubSpot

Z

Training and onboarding of the internal teams on HubSpot

Marketing Automation Migration - Pardot to HubSpot

Solution

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HubSpot Customization

Migration of the complete Pardot instance to HubSpot with proper documentation and backups. Created sample Email templates and Landing Pages for the internal team for future use.

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HubSpot Lead Scoring Workflows

Designed an Optimal Customer Experience by building lead scoring workflows to monitor a prospect’s engagement based on different personas and business segments (Enterprise and SMB).
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HubSpot Nurture Campaigns

Developed target persona nurturing using HubSpot’s workflows functionality. Prospects were nurtured through relevant content, based on their individual characteristics and behaviors.