Increased marketing and sales efficiency by migrating to HubSpot from Salesforce and Pardot
“The accelant team discovered our needs, migrated data, implemented our new systems, and built new processes that take advantage of HubSpot's unique features.”
- Industry
- Professional services
- Region
- North America
- Duration
- 6 weeks
- Type
- B2B
- Solutions
- Salesforce Migration and Pardot Migration
HubSpot products used
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Sales Hub®
Professional
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Marketing Hub®
Professional
Cornerstone Relocation Group is a trusted provider of employee mobility services. Through their journey of growth, CRG has helped many clients find competitive solutions in their talent management programs and assisted their employees with transitioning to their new area seamlessly.
After making the decision to consolidate from Salesforce and Pardot to HubSpot, Cornerstone engaged accelant to help migrate their data and processes to their new platform and enable their team for long term success.
THE CHALLENGE
Siloed systems blocking performance potential
Cornerstone’s sales and marketing teams were facing major inefficiencies with their existing systems, Salesforce and Pardot.
Salesforce was overly complex and expensive for their sales needs, creating challenges in day-to-day operations. Pardot, on the other hand, fell short in supporting marketing campaigns and daily activities, leading to minimal usage by the team.
Additionally, Cornerstone struggled to find efficiency in their syncing of processes and data between Salesforce and Pardot. The marketing and sales teams were operating in silos without the ability to properly track how marketing leads were being engaged by sales or the success of those leads throughout the funnel.
THE SOLUTION
A migration based on customization and hands-on enablement
Data hygiene and cleanup
To align with Cornerstone’s focus on simplification, the accelant team guided Cornerstone through a best practice approach to data cleanup to ensure only accurate, current and strategic data was migrated from Salesforce to HubSpot.
Optimized sales process and pipeline
By streamlining their existing sales pipeline stages, Cornerstone was able to simplify their process. This allowed for easier enabling of their sales team and a more efficient buyer’s experience for their customers.
Lifecycle stage management
Understanding that the tracking of leads from first touch to the end of the sales process was a challenge, accelant partnered with Cornerstone to create a tailored lifecycle stage funnel that matched their existing buyer’s journey.
“Train the trainer” approach
Cornerstone wanted to ensure the long-term success and adoption of HubSpot. As such, a “train the trainer” model was taken that brought Cornerstone’s key HubSpot stakeholder deep into the migration and implementation process, allowing them hands on training throughout to guarantee their understanding of the platform and system architecture.
“
Our experience with the accelant team was nothing short of amazing. Our team performed a full replacement of our Salesforce and Pardot systems with HubSpot on an extremely tight timeline. The accelant team made the experience as pain-free and smooth as one could hope for as we discovered our needs, migrated data, implemented the new systems, and built new processes that take advantage of HubSpot's unique features. I was expecting 2-3 people on the accelant-side of the equation - in reality I felt like we had the entire company's focus and attention with the vast amount of resources brought to bare on our "little" project. All in all, I am absolutely satisfied with how the project went and with the team that supported our needs from start to finish.
Ryan Burger, Senior Director, Marketing Services
THE RESULTS
Rapid migration with instant system power on
With accelant's help, Cornerstone achieved 0% data loss during migration, became operational in 6 weeks, and enabled an in-house operator/HubSpot power user.
100% data integrity
Cornerstone maintained 100% data integrity of the records they wanted migrated to HubSpot.
Operational in 6 weeks
Cornerstone had their data and processes implemented in HubSpot as well as their main stakeholders trained on the platform within 6 weeks of their HubSpot purchase.
Enabled HubSpot Power User
By having a hands-on approach to the migration, Cornerstone’s main stakeholder was trained on HubSpot and able to power on the remainder of their team quickly and efficiently after Go Live.
Interested to learn how your organization can benefit from accelant's Streamlined Salesforce and Pardot Migration Services?
