They run their marketing initiatives on HubSpot but soon realized they needed a B2B solution for their needs so they wanted to be switched from Hubspot to Salesforce Pardot. To make this procedure much progressive they want to create Salesforce application that solves following issues:
- Data import form Hubspot – The client runs its sales and service on Salesforce Sales Cloud and Service Cloud. They run their marketing initiatives on HubSpot but soon realized they needed a B2B solution for their needs so they wanted to be switched from Hubspot to Salesforce Pardot but they weren’t sure of its implementation roadmap because they needed to move their entire marketing process from Hubspot to Pardot that included several automated notifications and reminders to their clients.
- Lead generation campaigns – In addition, they needed Kiosk based lead generation campaigns where their go-to-customers visit their booth and fill out a lead form. They also wanted to optimize their CRM data for lead nurturing and lead generation campaigns.
We implemented the following solution to overcome the above challenges for our client :
- Import from Hubspot – In the first phase, we recreated the existing range of emails from Hubspot in Pardot. Reusable emails, landing pages with forms were also created and synced with Pardot and got them approved.