About the Company
The client is a globally recognized pharmaceutical company headquartered in New York, specializing in accounts receivable automation and cash flow management. With a workforce of over 1,000 employees, the company provides innovative solutions that reduce cash management time by 70%, helping businesses streamline their financial operations. However, the complexities of their existing Salesforce CRM and Pardot system were causing inefficiencies and hindering growth. Faced with the expiration of their Salesforce subscription, the client decided to migrate to HubSpot CRM, known for its simplicity and robust marketing automation features. Digiwigy was chosen to lead the migration due to their proven expertise in CRM integrations and their ability to deliver under tight deadlines. The successful transition to HubSpot not only resolved the client’s operational challenges but also empowered their team to improve marketing performance and enhance customer engagement.
The Challenges
Operational Inefficiencies Due to Complex CRM Systems
The client struggled with operational inefficiencies caused by Salesforce’s overly complex design and Pardot’s outdated functionalities. These issues led to wasted time on data management and reporting, hampering the company’s ability to execute effective marketing campaigns.
Tight Deadline for CRM Migration
The client faced a tight deadline to complete the CRM migration before their Salesforce subscription expired. This required a seamless transition to HubSpot, ensuring no disruption in operations while maintaining data integrity and marketing-sales alignment.
Ensuring User Adoption and Training
Transitioning to HubSpot required comprehensive user training to ensure smooth adoption. The client needed to equip their team with the knowledge and skills to fully leverage HubSpot’s features, optimizing the CRM’s impact on their marketing and sales efforts.
How did Digiwigy help?
Streamlined CRM Migration and Data Integrity
Digiwigy executed a 50-day migration of 12,000 contacts from Salesforce to HubSpot, focusing on a straightforward 1:1 property mapping to maintain data integrity. The team implemented workflows and email templates in HubSpot, ensuring a seamless transition without disrupting ongoing operations. By running Salesforce and HubSpot in parallel during the transition, Digiwigy allowed the client to continue using Salesforce while familiarizing themselves with HubSpot’s functionalities, leading to a successful and smooth migration process.
Comprehensive User Training and Support
Digiwigy provided extensive user training to facilitate the adoption of HubSpot’s CRM and marketing tools. The training focused on familiarizing the client’s team with HubSpot’s user-friendly interface, enabling them to efficiently manage content creation, marketing campaigns, and customer interactions. Digiwigy also demonstrated HubSpot’s automated marketing functions through sample drip campaigns, helping the client’s marketing team understand how to nurture leads effectively. This hands-on training approach ensured the client’s team could fully leverage HubSpot’s capabilities, driving improved marketing performance.
The Results
contacts migrated in 50 days
reduction in cash management time
Improvement in email campaign performance
Successfully set up dozens of workflows and email templates in HubSpot, optimizing marketing automation.
Enhanced content creation process, making it easier for new team members to adapt and contribute.
Achieved the client’s most successful year in marketing email performance, reflecting HubSpot’s effectiveness.
Cleaned and refined the client’s mailing list, improving the accuracy and reliability of email campaigns.
Enabled the client to explore advanced HubSpot features and certifications, fostering continuous improvement.
Facilitated a smooth transition with no disruption in operations, ensuring business continuity.
Empowered the client’s team to manage CRM and marketing functions more efficiently, driving business growth.
The Key Takeaways
Efficient CRM Migration Drives Operational Success
A well-executed CRM migration can significantly improve operational efficiency. Digiwigy’s ability to migrate 12,000 contacts from Salesforce to HubSpot within 50 days allowed the client to streamline their processes, reduce cash management time by 70%, and enhance their overall marketing and sales performance.
Comprehensive Training Ensures Smooth Adoption
User training is crucial for successful CRM adoption. Digiwigy’s extensive training sessions equipped the client’s team with the skills needed to leverage HubSpot’s features fully, resulting in improved campaign quality, streamlined content creation, and a more effective marketing-sales alignment.
Simplified Systems Enhance User Experience
Simplifying CRM systems can greatly enhance user experience and efficiency. The transition from Salesforce to HubSpot provided the client with a more intuitive and user-friendly interface, reducing frustration and allowing their team to focus on driving business growth through more effective marketing and sales strategies.
