14 days for Migration from Marketo to HubSpot
A SaaS company reached out to Denamico in a panic. They were at risk of not having a marketing automation platform.
Their Marketo subscription was ending in 2.5 weeks and after a failed migration with another agency, they were in a bind.
Records Migrated from Marketo
To Implement HubSpot
Consolidation in MarTech Stack
The main challenge for the SaaS company was to meet the expedited timeline. There was a lot to accomplish in a short amount of time including:
- Align stakeholders to make quick decisions
- Migrate from Marketo to HubSpot
- Integrate HubSpot with Salesforce CRM
- Onboard SaaS Marketing Team
- Implement Marketing Hub items
- Lead scoring
- Marketing assets
- Migrate 3 chatbots from Drift to HubSpot
- QA, test and deploy HubSpot solutions
Denamico assisted in using the Salesforce integration by mapping existing properties, establishing lists, views, and filters to see the correct information in HubSpot, and setting up scoring criteria which flowed into the syncing of leads to Salesforce.
From Marketo, Denamico migrated:
- Email Templates
From Drift, Denamico migrated:
- 3 chatbots
HubSpot to Salesforce ERD
Additionally, collaboration was key as numerous team members from both the SaaS company and Denamico worked together to deliver their assigned portions of the project with precision and efficiency - with each team member responsible for their specific section.
The SaaS company had zero downtime on their marketing initiatives and saw an immediate impact from a consolidated tech stack:
- The client used HubSpot to maintain their existing campaigns and launched new marketing initiatives.
- The client's website was able to host the new chatbot which eliminated some subscription costs on their end.
- With the integration to Salesforce, the sales team members were able to see valuable and accurate information (including lead scoring) in Salesforce, enabling them to prioritize the right leads, at the right time.
Through careful coordination, the project was successfully executed within the expedited timeline.
HubSpot Onboarding Accreditation
Marketing Hub Enterprise
- Marketo → HubSpot Marketing Hub
- Drift → HubSpot Chatbot
- Salesforce CRM
In order to meet the project's expedited timeline, Denamico made a strategic decision to allocate dedicated team members to the migration from Marketo and Salesforce integration. This allowed for daily meetings and updates, resulting in a highly satisfied client and completing the project 2 days early.
Denamico Solution Architect
Let's Talk HubSpot!
At Denamico, we love helping people maximize HubSpot to achieve growth.
Whether you're new to HubSpot or looking to consolidate your systems, let's start with a complimentary consultation to pinpoint some areas where HubSpot can do more for you and your business.