Our client, a leading provider of software experiences, prides itself on the innovation and delight it delivers to its clients. Established in 2005, it broke the mold by creating the first-ever mobile app on the market of its kind to its ICP. Today, the company continues to thrive, growing to over 250 employees and being honored as one of Inc's Best Workplaces for 2021. With a vision for The Ultimate Engagement Platform™ for churches, Christian ministries, non-profits, and businesses globally, our client decided to transform its marketing automation with HubSpot. Theia Strategies, a Platinum HubSpot partner, was called upon to handle this strategic and extensive migration.
Our client, initially using Pardot, decided to migrate to HubSpot Marketing Enterprise. They had previous lost approximately $10 million in pipeline due to leads not syncing from Pardot using Zapier. The migration needed to be smooth, secure, and efficient, integrating with our client's Salesforce instance across development, user acceptance testing, and production environments. Moreover, custom workflows were required to map ownership between HubSpot and Salesforce, ensuring seamless data consistency and continuity. The significant challenge was the scope of the project - with over 1600+ properties needing to be created in Salesforce and HubSpot, alongside 125+ active and static lists in HubSpot.
Theia Strategies, boasting substantial expertise in implementing HubSpot solutions, devised a six-month implementation strategy for our client's migration. The plan was comprehensive and segmented into phases to ensure a systematic and smooth transition without interrupting our client's existing operations.
The first phase was focused on establishing a robust integration between our client's Salesforce and the HubSpot platform. This was crucial for preserving data integrity and continuity between the two systems. Theia created 1600+ properties within Salesforce and HubSpot, laying the groundwork for future marketing and sales activities.
The second phase was dedicated to user acceptance testing across all environments. Here, Theia ensured that the new system met our client's expectations and functioned seamlessly. Any issues detected were promptly addressed, ensuring the smooth running of the system post-migration.
The third phase focused on the creation of 125+ active and static lists in HubSpot. These lists, designed for specific marketing campaigns and tailored audience engagement, provided our client with the ability to reach their diverse client base more effectively.
Throughout the migration, Theia also built custom Zapier workflows. These workflows bridged the gap between Salesforce and HubSpot, ensuring consistency of data ownership across both platforms and creating a unified, streamlined customer relationship management experience.
Over the course of six months, Theia Strategies successfully migrated our client from Pardot to HubSpot Marketing Enterprise. The seamless transition did not interrupt our client's day-to-day operations and allowed the company to enhance its engagement platform effectively.
With the new system in place, our client is now able to leverage HubSpot's advanced marketing capabilities and the benefits of a unified HubSpot-Salesforce integration. The creation of 125+ active and static lists within HubSpot further enhanced our client's ability to target its varied customer base, while the 1600+ properties within Salesforce and HubSpot facilitated deeper, more precise customer relationship management.
Thanks to the successful migration to HubSpot, our client continues to deliver innovative and delightful experiences to its customers. The company now possesses a more agile and sophisticated platform to cater to its clients and further its vision of The Ultimate Engagement Platform™ for churches, Christian ministries, non-profits, and businesses around the world.
The impact of Theia Strategies' successful implementation of HubSpot for a leading church engagement platform is multi-dimensional, bridging the gap between sophisticated technology and purpose-driven outreach. Prior to the engagement with Theia, the client faced a daunting loss of approximately $10 million in pipeline opportunities due to technical inefficiencies. The stakes were high, but Theia’s specialization in "hard things" in HubSpot came into play, allowing them to execute a seamless migration, marrying the client's Salesforce instance with HubSpot, and effectively closing the $10 million gap in lost pipeline.
By segmenting the project into carefully executed phases, Theia Strategies brought their company tagline "Chaos to Calm" to life, converting a complex challenge into an orderly, efficient solution. Their mastery in creating over 1600+ properties and 125+ active and static lists not only streamlined the client's CRM capabilities but also laid a foundation for nuanced, targeted engagement for a range of stakeholders including churches, Christian ministries, non-profits, and businesses. The successful execution of this project also affirms Theia's position as a Platinum HubSpot partner capable of handling complex technical implementations in the B2B SaaS space.
With their new HubSpot system, the client is well-poised to further its mission, equipped with the agile and comprehensive tools necessary to continue delivering innovative and meaningful experiences. The project is a case study in how strategic technological migration can powerfully amplify a company’s capabilities, ultimately enabling them to better serve their community and stakeholders.
HubSpot, Salesforce, Zapier