Salesforce connected, 25,000 contacts segmented
The challenge they faced
A manufacturing consulting center serving aerospace, automotive, defense and distribution companies had Salesforce and HubSpot running side by side without a connection, and its email platform couldn't report on campaigns. With contacts only partly linked between systems, it couldn't close the loop on reporting, and outdated content offers left visitors leaving without converting.
The strategy we mapped
The systems had to work together before anything else could be measured, so connecting Salesforce to HubSpot came first. With clean, connected data we could segment the 25,000-contact database, redefine lifecycle stages and MQL and SQL criteria, and move email into HubSpot so every campaign was tracked.
The solutions we executed
A connected CRM. We integrated Salesforce with HubSpot, updating, removing and mapping custom properties so contacts matched across both systems.
Email in one place. We migrated email marketing into HubSpot with a flexible custom template, letting the client cancel its separate email platform.
Segmented, behavior-based campaigns. We built segmented lists and three behavioral email campaigns, refreshed conversion paths and blog posts, and launched a new landing page for an HR ebook.
What changed after the engagement.
More than 25,000 contacts are now segmented for targeted campaigns. Email clickthrough rose 23% month over month, landing page conversions rose 20% and landing page traffic grew 65% year over year. SQLs increased 26%, and the center earned 88 customers from January to July 2019, up from 79 in the same period of 2018.
Want results like these?
Tell us where your revenue engine is stuck — we'll map the fix in one call.