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
Seamless transition from Pardot to HubSpot
Training and onboarding of the internal teams on HubSpot
Solution
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.
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).
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.