Our client aimed to enhance their lead generation strategy by leveraging a marketing automation tool to engage two target audiences: doctors and partners, including health centers and mutual insurance companies.
To accomplish this, they made the decision to transition from Pardot to HubSpot, seeking improved management of landing pages, emails, and forms. Furthermore, a synchronization was required between the new marketing automation tool and their ATS (Greenhouse) for physician management and recruitment, as well as their Salesforce CRM for partnership sales management.
Throughout this project, we collaborated with them to address various challenges and requirements, including:
- Migrating their Pardot data to HubSpot.
- Establishing synchronization between their new HubSpot Marketing Automation tool and their Salesforce CRM and Greenhouse ATS.
- Ensuring cross-functional alignment among marketing, sales, and recruitment teams, enabling unified data management for both physicians and partnerships.
- Enhancing the lead generation process.
- Creating a marketing automation workflow to increase the number of leads.
- Enhancing visibility into the performance of marketing initiatives.