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    The Challenge

    Eastern Enterprise was using Salesforce as its CRM and Pardot for marketing automation. They needed a unified platform to streamline their sales and marketing operations. The core challenge involved:

    1. Migrating critical data from Salesforce to HubSpot under tight timelines.

    2. Ensuring the new CRM setup preserved and enhanced existing workflows.

    3. Integrating existing tools while setting up marketing automation and reporting from scratch.

    4. Overcoming limitations in data migration from Pardot, especially for campaigns and email stats.

    Solutions

    Straight growth implemented the following solutions:

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    CRM Data Migration & Integration

    Straight Growth executed a seamless Salesforce to HubSpot migration by conducting detailed object mapping, performing manual data transfer, and implementing comprehensive quality checks to ensure data accuracy and integrity. This solution ensured that all critical sales data transitioned smoothly, with minimal disruption to business operations.

     

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    Sales Process Optimization

    To enhance sales team productivity, Sales Process Setup was designed with carefully configured deal pipelines, automation tools, and essential resources like meeting links, templates, and snippets. This solution streamlined the sales workflow, empowering teams to close deals more efficiently and reduce administrative overhead.
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    Marketing Automation & Workflows

    The Marketing Hub Setup involved mapping the migrated data to key marketing processes, establishing automated workflows, and configuring systems for marketing emails. By automating key marketing tasks, this solution improved lead nurturing, customer engagement, and campaign efficiency, allowing marketing teams to scale operations with ease.
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    Performance Tracking & Reporting

    Custom Reporting & Dashboards were designed to provide recurring performance reports for both sales and marketing teams. This solution included tailored dashboards, helping teams track key metrics, analyze trends, and make data-driven decisions that enhanced overall business performance.

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    Metrics

    Timeline
    Migrated over 4,000 records without compromising the integrity of historical data, ensuring seamless continuity and reliability across platforms.
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    Achieved a 4-week turnaround for a quick and efficient transition, minimizing downtime and maximizing operational productivity.
    Cost and price
    Enhanced sales and marketing collaboration by 50%, fostering stronger alignment and driving more effective campaigns and sales strategies.

    The Results

    Success Story Shaped by Straight Growth.

    01.

    Successful Data Migration & Unified CRM

    The data migration was completed seamlessly within a restricted Salesforce access window, ensuring no data loss. Both marketing and sales teams are now unified on a single platform, benefiting from aligned workflows and shared access to critical information.

    02.

    Streamlined Automation for Sales & Marketing

    Marketing and sales automation were successfully implemented, enabling teams to operate more efficiently. Automation tools were tailored to optimize processes, enhance lead management, and improve overall campaign effectiveness.

    03.

    Comprehensive Tool Integration

    All essential third-party tools were integrated into HubSpot, ensuring smooth connectivity and data flow across platforms. This integration has empowered teams to leverage HubSpot’s full capabilities while maintaining seamless collaboration with existing systems.

    04.

    Enhanced Reporting & Dashboard

    Real-time dashboards and scheduled reports were established, providing teams with up-to-date insights that drive informed decision-making.

    Interested in achieving similar success?

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