Case StudiesHubSpot Services and CRMMarketing and PReCommerce and Online B2B

Introduction

In 2023, a client of OPTI managed two separate HubSpot accounts for their distinct business units, an approach which led to inefficiencies and higher costs.

To address these issues, OPTI consolidated these accounts into a single HubSpot account, ensuring smooth operations and clear separation between the business units.

Provocări tehnice

Challenges

  • The data of both business units needed to be merged.
  • A clear segmentation between the business units needed to be retained.
  • Data such as contacts, deals, firms, reports, and website content had to be migrated.
  • Business activities had to be kept running.
UI Path
"The team of specialists at OPTI helped us move UiPath’s website to HubSpot and integrate various SaaS services to create a unitary experience for our customers. Well done, clear communication and management plus quick adaptation to new technologies and learning potential."
- Mihai Bădiță, UI Path

Solution

OPTI developed and implemented a plan to consolidate the two HubSpot accounts, focusing on efficient data transfer and clear segmentation.

Data migration

  • HubSpot’s import tools were used to bring all necessary data into the new consolidated account.
  • Custom reports were generated to include email records from the original account, ensuring all data was accurately imported.

Website migration

  • Website content, including pages, images, and multimedia, was manually moved to the new account.
  • The website theme was adjusted to match the migrated account branding.
  • The blog was imported separately to maintain content quality and SEO.
  • Emails were treated as native HubSpot messages and linked to the correct contacts.

Segmentation

  • HubSpot’s Business Units tool was used to keep the two company segments separate within the same account.
Leveraging the HubSpot Business Units feature was the key to this project. It allowed for clear segmentation of data and assets (websites, forms) within a single account, simplifying administration while still providing a consolidated view of the company's overall performance