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CSI Infocomm - Marketing process implementation plus real time sync of Sales qualified Contacts from HubSpot to Salesforce
We helped CSI Infocomm to set up their Marketing Process in HubSpot and integrated HubSpot with salesforce to push their Sales Qualified Leads to Salesforce for the next sales process. The whole process included the complete onboarding, implementation and training.
Who They Are
CSinfocomm is a Customer Experience (CX) Solutions Provider company. They focus on technologies and services that help companies manage customer interactions. From cutting-edge AI, BOTs, IoT, and RPA to comprehensive Contact Center, Unified Communications, and Predictive Analytics, CSI redefines processes with the latest in advanced technologies.
They work across many industries (banks, healthcare, education, telecom, retail, government, etc.) and with companies both large (enterprises) and smaller (SMBs/startups)..
The Challenges
CS Infocomm was using Salesforce as its CRM and Pardot for marketing automation. Eventually they opted for the HubSpot platform to manage Marketing activities and lead qualification and Salesforce to manage Sales activities.
They wanted to use HubSpot Marketing Hub for reaching out their prospects and connect with their Marketing qualified leads and then pass it on to Salesforce account when they become sales qualified leads
Our main job was to move contacts and marketing data from Pardot to HubSpot via Excel File import, Complete HubSpot Setup (Core HubSpot setup, Marketing module set up), Setting up marketing automation, integration of HubSpot and Salesforce to pass on Sales Qualified Leads.
Solutions
Here’s the solution section combined into three concise pointers:
Core HubSpot Set up and Implementation of Marketing strategy:
Along with core HubSpot, the SG team helped to design the lead assignment, lead tracking and lead nurturing strategy and developed the workflows for the same. The CSInfocomm team was also trained to use Marketing Hub features.
The effective execution of the marketing strategy resulted in noticeable business growth, stronger brand recognition, and increased customer interaction by using focused campaigns, daily interactions which were coordinated with the company’s overall objectives.
Successful Data Migration & Unified CRM:
Mapped properties between Pardot, Salesforce and HubSpot to migrate contact data and Campaign data seamlessly with data accuracy. A centralized view of customer information, customer interaction options and conversation data provided operational flexibility to Marketing team
We developed dynamic active lists to monitor contact updates and contact’s journey stages in real time, enabling better segmentation, tracking, and timely engagement throughout the qualification process.
Successful Integration and Syncing of data in Real time:
After the one time data migration from Pardot to HubSpot, it was time to push the Sales Qualified Leads to salesforce. We did the integration with salesforce and managed to send SQL tagged contacts to Salesforce by creating an active list of SQL contacts.
That was a clear and smooth handoff between the Marketing and Sales team.
The Result
AirKeeper's Success Journey Driven by Straight Growth.
01.
Increased brand recognition
With social media post calendar set up, ads integration and smart campaigns CSInfocomm managed to leave a wider and impressive brand recognition
02.
Increase in Leads
With better SEO, website interaction, social interaction and ad campaigns we were successful in fetching more leads. They were routed well to Marketing team members and the lead nurturing process was well set up to take them further in the sales process.
03.
Easy management of Marketing and social Media campaign
Drag and drop editor and AI features made it easy for the marketing team to save efforts on content creation. With social media campaigns and scheduling marketing emails feature gave flexibility on the delivery time. Campaign insights gave a more clarity on followup actions
04.
Better Marketing to Sales Handoff
The marketing team managed to interact with leads, performed the qualification process in HubSpot and tagged them as Sales Qualified Lead. These qualified leads were sent to salesforce to the sales team. This clear handoff process made it easy for the sales team to work on them further within Salesforce.
Interested in achieving similar success?
Let’s connect.