How TSL Helped
an Enterprise Technology Company Migrate from Marketo to HubSpot

“We would not be where we are today without TSL. They are critical to our team's success.”

[ The Challenge ]

Transitioning from Marketo to HubSpot Marketing Hub Enterprise

A global $22B enterprise technology company was looking to move from marketing platform Marketo to HubSpot Marketing Hub Enterprise. In addition to this massive transition, the timeline was extremely tight, as Marketo would be terminated within 90 days of transitioning to HubSpot. The company knew it had to move quickly while simultaneously ensuring the integrity of data, consistency, and scalability for future use.

The company has a complex structure comprised of multiple business units and almost 20,000 employees. Its marketing team alone has 40 members who needed to be trained and onboarded to the new system, as many of them were not familiar with HubSpot.

Finally, the company needed support for its account-based marketing approach by migrating its growing customer base and segmenting them in HubSpot. Thorough analysis tools were also needed to provide insight on the company’s user and customer engagement.

[ The Solution ]


A Single Source of HubSpot Guidance

TSL made strategic and deliberate recommendations for the global technology company’s migration to HubSpot. The setup was thorough and intentional while taking the company’s goals into account. TSL provided guidance to allow the company to optimize the HubSpot Enterprise platform with fully customized preferences, contact and account properties, user access, consistent nomenclature practices, and more.

partner_badges_final-04.epsUsing its expertise as a HubSpot platinum partner, TSL built everything for the enterprise technology company from the ground up. These efforts included a 25-page “HubSpot Process Manual” for internal onboarding purposes, custom-created practicums to build out content, workflow creation, dashboards, and reporting.

By the 90-day deadline, TSL took over as the sole HubSpot consultant for the company, providing strategy sessions, web development, data management advice, and training resources. The key takeaway for the company was understanding the flexibility of the HubSpot platform and its potential to meet current customer engagement KPIs with the potential for new client growth.

[ The Benefits ]


A Marketo to HubSpot Migration Fully Realized

TSL helped the global technology company realize the many benefits of the HubSpot Marketing Hub Enterprise platform, including its ease of use, scalability, content partitioning, and data management capabilities. It was also able to leverage TSL’s expertise in HubSpot to develop a seamless migration plan that reduced risk while keeping important systems intact.

 

25

CUSTOM DASHBOARDS CREATED FOR ACQUISITION-RELATED ANALYTICS

 

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100

CUSTOM REPORTS CREATED FOR CUSTOMER INSIGHTS

 

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90

DAYS TO MAKE THE SUCCESSFUL MIGRATION FROM MARKETO TO HUBSPOT

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“We have an incredibly complex segmentation structure, and TSL has been there with us from the start as a true extension of our team to project manage, strategize, and execute on data and campaign management.”

 

[ About the Client ]

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With over 50 years serving the SaaS marketplace, this global enterprise technology company provides software solutions that are fully designed and developed in-house. Through a series of strategic acquisitions, the U.S. headquartered company has close to 20,0000 employees and is recognized and known for its impressive sales growth and portfolio of offerings.

[ About TSL ]

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Since our founding 20 years ago as Technology Sales Leads, we have provided sales and marketing services for the information technology industry. From list building and acquisition to inbound and outbound lead generation, the world's top technology companies trust TSL to help plan, develop, and manage their sales and marketing efforts.

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