Transforming a Global Educational Testing Provider's Tech Stack - Marketo to HubSpot Migration + Salesforce Integration
A leading educational services provider, specializing in college admissions testing and assessments which serves millions of students, job seekers, schools, government agencies and employers in the U.S. and around the world.
Solution:
Complex Data Migration, Full Stack Integrations, Customized HubSpot Solutions
Industry
Higher Education
Timeline:
May 2023 - Present
HubSpot Products:
Marketing Hub Enterprise, Operations Hub Professional
Situation
This global educational testing provider was looking to simplify the user experience of its marketing operations without sacrificing a high level of execution. It struggled with the inefficiencies of its existing stack of Marketo, Salesforce, On24 and Cvent, which it often found limiting.
The client recognized the need to centralize its marketing operations and streamline data integration to enhance lead management, event marketing, and campaign effectiveness.
Seeking expertise in data migration, HubSpot implementation and the integration between Salesforce CRM and HubSpot, they decided to partner with Mole Street to optimize its marketing ecosystem and unlock the full potential of HubSpot's capabilities.
Conduct discovery phase to understand
existing systems and processes.
Develop migration plan to transition
from Marketo to HubSpot.
Integrate Salesforce, On24, and Cvent with HubSpot for seamless data synchronization.
and training for staff members.
Ensure data integrity and
consistency across platforms.
Implement custom solutions to
address specific business needs and workflows.
Mole Street initiated the engagement by conducting extensive discovery sessions with this global educational testing provider to assess their current systems and identify integration requirements. Following a meticulous planning phase, Mole Street migrated data, marketing operations and automations from Marketo to HubSpot, setting up integration points with Salesforce, On24 and Cvent.
Throughout the engagement, Mole Street collaborated closely with stakeholders, providing expert guidance, training and ongoing support to ensure a smooth transition and optimal performance of the integrated ecosystem.
Despite facing some challenges, such as data duplication and complex workflow requirements, Mole Street leveraged its technical expertise and created strategic approach to deliver a robust and scalable solution tailored to the client's needs.
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Successful migration of over 1 million contacts from Marketo and Salesforce CRM to HubSpot.
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Integration of Salesforce CRM, On24, and Cvent with HubSpot, enabling seamless data synchronization and improved lead management.
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Enhanced campaign effectiveness and lead tracking capabilities.
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Positive feedback from client stakeholders on the efficiency and usability of the integrated HubSpot ecosystem.
The migration of their marketing from Marketo, combined with their data integration with Salesforce, unlocked new marketing capabilities for the team, making it easier for them to execute and report on the impact their work was having.
Engagement
Technical HubSpot Consulting
300 Hour
Package
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Discovery phase, migration planning
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Data integration, onboarding and training
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Ongoing support and optimization
Ongoing Technical HubSpot Consulting
40 Hour/Month
Program
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Continued integration support
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Strategic planning and execution and optimization of HubSpot portal