The Background:

As the largest holder of onsite search data outside the walled gardens, Captify is the leader in real-time audiences and insights, fueled by Search Intelligence. Connecting searches from over 1 billion searches a day, Captify helps brands understand consumer interests, motivations and mindsets.

With a vision to scale their marketing efforts, Captify needed a more robust and efficient platform to support their growing business needs. They encountered several limitations with their existing marketing automation platform, Pardot, which is what led them to BBD Boom and HubSpot.

The Challenge:

Captify’s decision to transition to a new CRM stemmed from the constraints of their current system, Salesforce Pardot. Limited storage, complex templates, ineffective segmentation and insufficient reporting, made it increasingly difficult to access important data. Recognising that these limitations were affecting their efficiency and growth, Captify knew it was time to find a more capable and scalable solution.

The Solution:

To overcome these limitations, having researched different CRM solutions, Captify ultimately decided on HubSpot because of its functionality and ease-of-use. They aimed to migrate from Pardot to HubSpot in a seamless and low-impact way, while retaining Salesforce for their sales team. Captify collaborated with the team at BBD Boom to facilitate the onboarding implementing the following solutions:

Accurate data migration from Pardot into HubSpot.
Native Salesforce integration, ensuring data alignment between platforms.
Built out data structures ensuring accurate data handling.
Designed bespoke landing page templates.
Configured HubSpot marketing tools to drive lead generation through all channels.
Built out key automation processes for enhanced efficiency.
Designed reporting dashboards to monitor key metrics and attribution accurately.
Delivered extensive training to ensure end-users could fully utilise HubSpot.

The Outcome:

The adoption of HubSpot transformed Captify’s marketing processes and they managed to achieve:

Operational Efficiency: Optimised workflows and automation led to time savings and increased productivity.
Improved Reporting & Attribution: Enhanced reporting capabilities provided valuable insights into marketing performance.
Greater Customisation: HubSpot’s user-friendly tools enabled quick creation and editing of marketing templates.
Better Segmentation and Lead Management: Improved lead scoring and prioritisation ensured higher quality leads and better conversion rates.

The Future:

By migrating from Pardot to HubSpot, Captify successfully addressed previous limitations and positioned itself for continued growth and innovation in its marketing operations. The enhanced capabilities of HubSpot have empowered Captify to execute more effective marketing strategies, leading to improved client engagement and business outcomes. With a system tailored to their specific needs, Captify is now equipped to drive future growth, improve efficiency and stay agile as their business continues to evolve.

Need help migrating from another platform or integrating your marketing tools for maximum efficiency? Contact us today to simplify your processes and overcome limitations with a seamless transition to HubSpot.