Hubspot migration Unifies Data for Secure AI Technology Firm
Fragmented Systems Disrupts Customer Visibility
Duality Technologies, which empowers organizations to unlock value from sensitive data via secure AI and Privacy Enhancing Technologies (PETs), faced a critical infrastructure gap. Sales operated in Salesforce while Marketing used Pardot. Leads were only passed after reaching a certain stage, causing a fragmented, incomplete view of the customer journey and no full lead history.
Faced a critical infrastructure gap. Sales operated in Salesforce while Marketing used Pardot. Leads were only passed after reaching a certain stage, causing a fragmented, incomplete view of the customer journey and no full lead history. Crucially, there was no automated mechanism to measure the exact time a lead spent in the Sales Accepted Lead (SAL) stage, which severely limited performance visibility and bottleneck identification.
Goals Section Headline: Achieving Unified System Visibility and Process Alignment
Full Platform Migration and Advanced Operational Alignment
The solution involved a ground-up implementation of HubSpot as the single source of truth for all sales and marketing data. The strategy focused on migrating all existing assets and historical data while simultaneously building an entirely new, aligned operational framework, from lead scoring to advanced internal process tracking.
HubSpot
Complete migration of all contacts, companies, deals, and marketing assets from Salesforce and Pardot. This foundational service ensured data integrity and a seamless transition into a unified environment.
RevOps
Creation of a fully defined, aligned marketing and sales process. This involved developing the lead scoring system, rebuilding the nurture campaign logic, and implementing critical SAL tracking using calculated properties and task automation to measure lead velocity precisely
Enhanced Lead Quality and Full Funnel Operational Efficiency
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