Northern Seminary accomplished flawless Salesforce-HubSpot migration, email marketing campaign, and lead nurture automation with RevX

Challenges of Salesforce-HubSpot migration

Northern Seminary was using Salesforce for CRM and Pardot for their marketing efforts, but they wanted to move to HubSpot for marketing automation.

Needed help with lead segmentation

They purchased HubSpot’s Marketing Hub with a business unit add-on, so they needed help with the segmentation of the leads for their business units.

Email marketing requirement

Email marketing and all other marketing assets were also supposed to be set up for the business units separately.

Absence of a seamless Salesforce sync

Proper sync with Salesforce was crucial as it was being used for all the sales activities

The brand kits setup

We set up the brand kits for business units on the HubSpot portal.

Email marketing setup

This involved taking care of the domain settings, email tracking, HubSpot tracking code, preference pages, email footer, etc.  

Sales email tracking setup

Helped them set up their sales email tracking within the HubSpot framework.

Helped with the lead segmentation automation

We provided inputs to set up the lead segmentation automation depending on the lead statuses.

Ad account setup

We helped them connect their ad accounts with lead tracking for each business unit on HubSpot.

Resolved the HubSpot-Salesforce sync issues

We helped them resolve the issues that appeared with the Salesforce-HubSpot integration sync. 

Successful Salesforce-HubSpot migration

With this, they are able to utilize HubSpot to fulfill their marketing automation needs.

Email marketing campaigns executed

They are now able to successfully run email marketing campaigns through HubSpot with all the settings and tracking set up properly.

Set up the HubSpot business units

Their HubSpot business units were all set up with proper tracking on their website.

Automation of lead nurturing accomplished

With the proper lead segmentation, they can automate lead nurturing along with sales sequences via HubSpot.