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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.

MS 25 | Case Study - ACT

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.

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Conduct discovery phase to understand existing systems and processes.
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Develop migration plan to transition from Marketo to HubSpot.
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Integrate Salesforce, On24, and Cvent with HubSpot for seamless data synchronization.
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Provide comprehensive onboarding and training for staff members.
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Ensure data integrity and consistency across platforms.
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Implement custom solutions to address specific business needs and workflows.

Solution

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.

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The Results

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.

  • Successful migration of over 1 million contacts from Marketo and Salesforce CRM to HubSpot.

  • Integration of Salesforce CRM, On24, and Cvent with HubSpot, enabling seamless data synchronization and improved lead management.

  • Enhanced campaign effectiveness and lead tracking capabilities.

  • 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.

Kristin_Mehler_Mulloy
Kristin Mehler Mulloy ─ Principal HubSpot Consultant

Engagement

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300 Hour Package

Technical HubSpot Consulting

  • Discovery phase, migration planning

  • Data integration, onboarding and training

  • Ongoing support and optimization

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40 Hour / Month Program

Ongoing Technical HubSpot Consulting

  • Continued integration support

  • Strategic planning and execution and optimization of HubSpot portal

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