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This project focused on migrating a growing business from HubSpot to Salesforce CRM and Marketing Cloud Account Engagement (MCAE) to support more scalable sales and marketing operations. The existing HubSpot setup had reached its limits in terms of customization, reporting depth, and alignment between sales and marketing teams.
The engagement began with a detailed assessment of the client’s HubSpot data, workflows, and campaign structure. This included contacts, companies, deals, lifecycle stages, marketing lists, email campaigns, forms, and automation rules. Based on this analysis, a structured migration plan was defined to ensure data accuracy, minimal disruption, and continuity across both sales and marketing functions.
On the Salesforce side, Sales Cloud was configured to reflect the client’s sales process, including lead and opportunity management, custom fields, validation rules, and reporting. HubSpot data was carefully mapped and migrated into Salesforce, ensuring historical data remained usable and meaningful for ongoing operations.
In parallel, Marketing Cloud Account Engagement (MCAE / Pardot) was implemented to replace HubSpot’s marketing automation capabilities. This included setting up prospect syncing, lead scoring and grading, engagement programs, email templates, forms, landing pages, and campaign tracking. Close attention was given to aligning MCAE automation with Salesforce data so that sales teams could clearly see prospect activity and intent.
The project also included integrations with third-party tools such as scheduling and email platforms to maintain existing business workflows. Extensive testing was conducted across data sync, automation rules, and reporting to ensure reliability before go-live.
Overall, this migration provided the client with a more robust, scalable CRM and marketing automation foundation, improved visibility between teams, and greater flexibility to support future growth and advanced campaign strategies.
Monday, 15 June 2025
Saturday, 30 August 2025
Salesforce Architect
Salesforce Developer
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