Customer CDE made the decision to migrate from Keap (Infusion Soft) to HubSpot while they have live revenue campaigns were running.
Customer CDE needed a software solution that could integrate key marketing information tools into one platform without requiring their employees to switch between platforms to access all the required information.
The HubSnacks integration team solved the problem by creating a bespoke data migration and integration solution.
The Problem: migrating and integrating a live revenue:
- Customer CDE needed to migrate CRM data from Keap to HubSpot due to accumulated technology debt.
- The migration process was complex and challenging due to multiple campaigns running at the time.
- The company was committed to maintaining reliable Revenue Assurance best practices during and after the tech transformation project.
- A flexible and scalable pricing model was necessary to ensure cost-effectiveness in finding an integration partner.
- With the right partner, CRM data was migrated seamlessly while ensuring continuity of campaigns and maintaining revenue assurance practices.
A software solution that seamlessly integrates with 5 different software tools and uses HubSpot as the source of truth.
Requirements:
- Designed to handle thousands of records
- Custom business-fit data architecture built
- Secure API integration for rapid error handling
- Minimizes potential disruptions to the system
Goal: A streamlined and efficient system for smooth data integration and management across multiple software tools while maintaining the highest levels of security and accuracy.
Do you want a solution like this?
-
Integration solution involved:
- Using HubSpot's full tech stack
- Integrating it with a new tech stack using a two-way integration sync
Engaged a specialized HubSpot partner, HubSnacks:
- Created a customized integration solution
- Eliminated downtime during mass data migration process for live campaigns
- Created a separate integration structure for continuous data sync integration:
- Ensured no disruption in live campaigns during data migration
Solution outcome:
- Streamlined process for smooth transition to new tech stack without affecting live campaigns
- Two-way integration sync ensured accurate synchronization between tech stacks
- Resulted in more efficient and effective marketing and sales process.