+2

million contacts

428

workflows

21,988

static lists

401

forms

Overview

As a leading provider of data-driven insights that guide strategic decisions across a range of industries, GlobalData had a lot to manage. With two separate Pardot instances across 34 media sites, with over 2 million contacts, they regularly faced significant challenges - especially in light of their limited resources. 

With a looming Salesforce/Pardot deadline, GlobalData needed a swift yet streamlined CRM transition. Through a tailored migration strategy and implementation of HubSpot’s enterprise solutions, we helped GlobalData achieve a seamless transition. They not only gained the tools needed to support sustainable growth, but also had a future-proof process in place to foster further opportunities. 

Streamlining CRM Systems to Drive Strategic Global Insights

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Objectives

Consolidate CRM systems into HubSpot to improve efficiency, ensure data accuracy, and boost future business growth.

Challenges

Managing two Pardot instances across 34 media sites put a significant strain on resources, and required a fast resolution ahead of a Salesforce renewal deadline.

Solution

Our specialists executed a strategic Pardot-to-HubSpot migration, focused on data quality, streamlined processes, and implementing tools to support GlobalData’s evolving needs.

Glo-D-4-1

Tailored migration and pre-sales workshops

To address the complexity of GlobalData’s systems, we deployed a specialised Pardot migration team supported by technical architects. This team focused on data accuracy, removing outdated contacts, and introducing over 30 business units for better brand management.

We also organised pre-sales workshops for the GlobalData team, ensuring to align all project goals within the three-month Salesforce contract renewal window. This ensured timely execution across all elements of the migration. 

Our overall solution integrated HubSpot Marketing Hub Enterprise and Operations Hub Enterprise, along with some additional tools. This included expanded contact databases, dedicated IP, transactional email, and domain capacity enhancements to support GlobalData’s vast operations.



Cognition successfully created our comprehensive, and fully integrated central digital hub where marketing activities are now simplified and synergies between sales, marketing, and strategy are developed to support business objectives. Marketing
GlobalData

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