The business
GlobalData is a leading provider of data-driven insights and analysis, catering to a diverse range of global industries.
Their comprehensive solutions empower businesses with accurate market information, guiding strategic decisions for sustainable growth. With a worldwide presence, GlobalData is a trusted partner for converting complex data into actionable insights, allowing clients to anticipate trends and effectively capitalise on timely opportunities.
The challenge
GlobalData faced the challenge of managing two separate Pardot instances across 34 media sites, encompassing over 2 million contacts. This challenge was further complicated by limited internal resources and an imminent Salesforce/Pardot renewal, with a demanding three-month deadline.
The solution
In response to GlobalData's unique challenges, we crafted a tailored solution:
Leveraging expertise: We deployed our specialised Pardot migration team, supplemented by technical architects and implementation experts. This ensured a holistic and thorough approach to the migration process.
Rapid pre-sales workshops: Acknowledging the urgency, we conducted a series of pre-sales workshops, strategically planned around the Christmas break. This aligned with the three-month Salesforce contract window.
Strategic migration design: Our meticulous design focused on important key aspects, including:
- Data cleanliness and accuracy.
- Removing approximately 50% of outdated contacts.
- Implementing of over 30 Business Units to manage different brands effectively.
- Introducing of a streamlined migration process.
- Marketing Hub Enterprise.
- Operations Hub Enterprise.
- Add-ons such as multiple Business Units, a contact database expansion to 2 million, domain limit increase, dedicated IP, and transactional email.
The result
Our comprehensive approach produced significant outcomes, solidifying our position as GlobalData's ideal partner for managing their CRM transition:
- Timely and on-budget delivery: We successfully migrated GlobalData's systems within the stipulated three-month window, ensuring we adhered to our predetermined budget throughout.
- Team empowerment: We delivered comprehensive training to GlobalData's team, enabling them to harness HubSpot's full potential.
- Demonstrable value: GlobalData began reaping incredible value from the HubSpot platform, leveraging its capabilities to drive growth and guide effective decision-making.
- Expanded opportunities: Impressed with our services, a key GlobalData stakeholder referred us to a sister company, where we are currently engaged in a similar project.
- Growth potential: Discussions have already commenced regarding the implementation of HubSpot's Sales Hub Enterprise, along with other Hubs that complement GlobalData's future business plans.
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