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Read: Generating more leads with a marketing automation tool integrated with a CRM and an ATS

Generating more leads with a marketing automation tool integrated with a CRM and an ATS

Organization of workshops to understand targets, processes, and requirements of the client in order to implement and configure HubSpot solution based on customer needs. Organization of workshops to anticipate synchronization needs (which data, frequency, and direction of synchronization). Creation of a data model with synchronization rules for each property to/from Greenhouse or Salesforce, ensuring smooth data exchange. Definition of lifecycle phases and lead status according to customer use cases, providing a structured approach to lead management. Development of marketing assets aligned with the customer's graphic charter, including email templates, landing page templates, and form templates. Creation of automated scenarios for lead nurturing, retention, event registration, and newsletters, streamlining marketing efforts. Successful migration of 17,000 marketing contacts from Pardot to HubSpot, ensuring a seamless transition of data. Implementation of performance dashboards to track and measure the effectiveness of marketing initiatives. Customized training for HubSpot Marketing Hub users, tailored to their specific use cases and requirements.
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migration from Pardot to HubSpot