OBJECTIVE

To provide solution to migration of marketing assets, leads, sequences and campaigns from HubSpot to Salesforce. To efficiently map the leads and marketing content from HubSpot to Salesforce and recreate the marketing assets, landing pages, workflows and automations in
place. To enable connection between Pardot and Salesforce and sync the leads and campaigns between two applications.

CHALLENGES

Mapping custom fields in HubSpot and creating them in Pardot
Syncing with no errors
Recreating workflows
Transitioning segmented leads from HubSpot with no loss of data
Automating workflows currently in place

APPROACH

Provided a holistic solution to the marketing strategy by automating workflows with current rules kept intact
Migrated leads to Pardot while cleaning data.
Created engagement dashboards for custom report creation
Recreated landing pages and emails from HubSpot in Pardot
Created custom fields, per business requirements, in Salesforce and Pardot
Integrated G-Suite with Salesforce for automatic lead syncing

BUSINESS BENEFITS

More time to focus on strategizing business operations
Prospects are now tracked efficiently
Converting prospects to MWL and SQL via a defined marketing funnel helped increase sales
Business users now understand the prospects’ web behavior and gained marketing assets
Time and money saved

CLIENT PROFILE

US based software service provider with 15+ years of experience in consultation.

INDUSTRY

High Tech

TECHNOLOGY AND TOOLS

Lightning platform
Pardot
Salesforce Connector

ABOUT CLOUDQ

CloudQ is one of the INC 5000 fastest-growing private companies based in Alpharetta, GA. We specialize in cloud-based technology implementation such as Salesforce. Our clients attribute us to our transparent, highly efficient, customer-centric business model. We are the Crest consulting partner for Cloud-based Technology in Salesforce.

www.cloudq.net
info@cloudq.net
US: +1 404 410 1441
IN: +91 62829 56021