A global $22B enterprise technology company was looking to move from marketing platform Marketo to HubSpot Marketing Hub Enterprise. Not only was this a massive transition, but 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 to support its account-based marketing approach by migrating its growing customer base and segmenting them in HubSpot. Thorough analysis tools were also required to provide insight into the company’s user and customer engagement.
The Marketing Operations team did not take the HubSpot migration as a means to continue existing campaigns. Instead, they capitalized on a growth opportunity to expand and reimagine their strategy.
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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.
Using its expertise as a HubSpot Diamond Solutions Partner, TSL built everything for the enterprise technology company from the ground up. These efforts included a 34-page “HubSpot Process Manual” for internal onboarding purposes, custom-created practicums to build out content, workflow creation, dashboards, and reporting. TSL also created a 34-page Quality Assurance Checklist to manage the build of new marketing assets within client’s HubSpot instance. It included guidelines/parameters on Email, CTAs, Landing Pages, Forms, Workflows, and List Creation for multiple divisions within the company.
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.
TSL helped the global technology company realize the many benefits of the HubSpot Marketing Hub Enterprise platform, including its ease of use, scalability, and data management capabilities. TSL was also able to leverage expertise in HubSpot to develop a seamless migration plan that reduced risk while keeping important systems intact.
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About TSL
TSL Marketing is a winning partner for technology companies. We have built our 5-star reputation for leading-edge marketing strategies, customer focus, and professional service over almost 25 years. With our advanced industry expertise and Diamond HubSpot Partnership, we satisfy all your tech marketing needs – including website design and analysis, search engine optimization (SEO), website campaigns, lead generation, content creation, social media campaigns, and more.
