Setting the stage
This global communications company had a lot going for it. They were already serving customers across more than 170 countries and handling mission-critical communications for thousands of businesses. But when it came to their own marketing operations? Things weren’t running nearly as smoothly.
Their tech stack looked impressive on paper—Salesforce, Pardot, and other tools—but in practice, the systems didn’t play nicely together. Marketing and sales teams were juggling disconnected data, reports they couldn’t trust, and processes that slowed them down instead of helping them grow.
To keep pace with their expansion, they needed a new foundation—something that could unify their systems, provide reliable reporting, and empower their team instead of holding them back. That’s where HubSpot came in.
The challenge
Here’s what the team was up against:
- Fragmented systems: Salesforce and Pardot weren’t integrating the way they should, leaving marketing and sales in silos.
- Faulty reporting: False attribution from bot clicks skewed performance metrics, making it tough to know what was actually working.
- Migration roadblocks: Moving data to HubSpot was delayed when key internal expertise wasn’t available, creating uncertainty.
- Feature adoption gap: The team knew HubSpot had powerful tools—like lead scoring and advanced workflows—but they weren’t sure how to put them into action.
Frustration was high, but so was determination. The company knew they couldn’t scale on shaky foundations.
The approach
The onboarding process wasn’t just about “flipping the switch” on HubSpot. It was about setting the team up with a system they could actually trust—and confidently manage on their own.
Here’s how we tackled it together:
- Data cleanup & migration: A mapping document streamlined the property migration from Salesforce into HubSpot, ensuring a clean, reliable foundation.
- Content centralization: By setting up subdomains and a HubSpot-hosted blog, the team now had a hub for their content strategy that also boosted SEO.
- Hands-on learning: Instead of passive training, the team built real campaigns, personas, and a test landing page—gaining confidence as they went.
- Feature deep dives: From attribution reporting to lead scoring, the team learned how to fully leverage HubSpot’s advanced features to hit their goals.
- Ongoing support: A bi-weekly check-in cadence kept momentum strong and ensured no question went unanswered.
The results
With the right strategy and support, the company turned the corner quickly:
- A functional HubSpot framework: Domains, blogs, and campaigns were up and running—giving the team a centralized system to build on.
- Accurate reporting: With HubSpot dashboards, the team could finally trust their data and track performance with confidence.
- An empowered team: No longer dependent on outside expertise, the team was self-sufficient in managing campaigns, workflows, and reporting.
- Scalable growth: With the foundations in place, they could shift their focus from fixing proble
