Claravine

Claravine, a data platform that consolidates data sources for enterprise-level marketing, was using Pardot for marketing automation. However, Pardot’s clunky interface and reliance on coding for customization made it difficult for the team to manage campaigns effectively. Additionally, Claravine’s Pardot contract was expiring, leaving them with a tight deadline to migrate to a new platform. They chose HubSpot for its user-friendly interface, better reporting capabilities, and seamless Salesforce integration. Claravine partnered with ATAK to execute a rapid migration from Pardot to HubSpot within just four weeks.

ATAK delivered a comprehensive migration plan to ensure a smooth transition:

1. Marketing Hub Setup:

   ATAK installed tracking codes, configured the HubSpot account, set up permission sets and teams, and automated marketing contact status to avoid exceeding limits.

2. Data Migration:

   ATAK mapped Pardot fields to HubSpot, creating new custom properties where necessary. They migrated hundreds of Pardot forms, consolidating them into 10-15 reusable HubSpot forms to simplify management.

3. File and Workflow Migration:

   ATAK built an API to migrate files from Pardot to HubSpot, preserving the folder structure. They also rebuilt lists, workflows, and email templates in HubSpot.

4. Salesforce Integration:

   ATAK advised on optimizing the Salesforce integration, ensuring seamless data flow between HubSpot and Salesforce for sales and marketing alignment.

The migration to HubSpot delivered immediate benefits for Claravine:

1. Improved User Experience:

   HubSpot’s intuitive interface made it easier for the team to manage campaigns and access reporting tools.

2. Enhanced Reporting:

   Claravine gained better visibility into marketing performance, with improved attribution reporting and data-driven insights.

3. Streamlined Processes:

   Consolidating forms and automating workflows reduced manual effort and improved efficiency.

4. Fresh Start:

   The migration provided Claravine with a clean slate to build a more organized and scalable marketing foundation.

ATAK’s rapid migration from Pardot to HubSpot empowered Claravine with a more user-friendly and efficient marketing automation platform. By consolidating forms, optimizing workflows, and ensuring seamless Salesforce integration, ATAK enabled Claravine to focus on driving results and scaling their marketing efforts.