About the Company
With 18 years of pioneering experience, our client offers U.S. schools a leading High School Athletics Management Platform. Their comprehensive solution streamlines athletics management and provides custom websites and tools for states and leagues.
The platform’s unique feature includes tailored school areas, ensuring personalized and efficient management. As a trusted partner, they continue to shape high school athletics with a commitment to excellence and innovation.
Challenges
Initially on Salesforce Sales Cloud and Service Cloud, the client sought a dedicated B2B solution, opting to transition from HubSpot to Salesforce Pardot. The real hurdle lay in the uncertainty surrounding the implementation roadmap, as the entire marketing process and data had to migrate from HubSpot to Pardot, encompassing automated notifications and reminders crucial for client interactions.
Challenges heightened with the need for Kiosk-based lead generation campaigns at events. The client aimed to simplify engagement by having visitors fill out lead forms at their booth. They envisioned expanding through captivating email marketing for more schools and enhanced sports management.
The challenge was more than changing platforms—it involved completely redoing their marketing to make it work better and connect with clients in a new way. Here are the essential pointers they needed to work on:
- Uncertainty in implementing the entire marketing process and data migration from HubSpot to Salesforce Pardot.
- Need for Kiosk-based lead generation campaigns during events.
- Requirement for creative email marketing campaigns to attract schools and enhance sports management.
- Lack of a tracking tool for monitoring campaign performance and guiding sales strategy.
Optimization is needed for CRM data, specifically focusing on lead nurturing and generation campaigns.
Solutions
To tackle our client’s challenges, we orchestrated a strategic two-phase solution that brought clarity and impact to the process. In the first phase, we clarified uncertainties around marketing data migration by recreating HubSpot emails in Pardot. This included crafting reusable emails and landing pages with forms, all approved and received the green signal.
In the subsequent phase, we seamlessly imported and synchronized specific data with Pardot, establishing list segmentation. We simplified lead management through form submissions, ensuring the system recognized leads and contacts to create distinct journeys. Furthermore, the entire dataset effortlessly flowed into an email nurturing program.
Our solution smoothly transitioned from HubSpot to Salesforce Pardot, making Kiosk-based lead-generation campaigns a breeze. Engaging potential customers at their booth became effortless with reusable emails and streamlined lead management. The cherry on top was the captivating email marketing campaigns and CRM data optimization, making our client’s marketing approach more effective and client-focused.
Testimonial
“Navigating the intricacies of marketing creativity, we recognized the importance of the right approach. Migrating from HubSpot to Pardot was a substantial undertaking, expertly handled by our dedicated team. Continuous collaboration and transparent milestones built trust, paving the way for the project’s resounding success.”
Benefits
Streamlining data migration and implementing a strategic solution boosted marketing precision, enabling targeted engagement.
The two-phase solution facilitated a smooth transition, minimizing disruption and ensuring continuity.
Strategic form submissions and systematic lead recognition optimized lead management, improving overall efficiency in customer journeys.
Captivating email marketing campaigns and CRM data optimization leads to elevated customer engagement experience, fostering more robust connections.
