How Revvy expertly facilitated Wayfinder's HubSpot CRM and Marketing Hub implementation, including integrating HubSpot with Salesforce for better sales and marketing alignment and managing a complex data migration of over 250K records.
Overview of Wayfinder
Wayfinder, developed at the Stanford University d.school, offers a comprehensive K-12 curriculum that goes beyond social-emotional learning to equip students with essential future-ready skills. The program has served students from over 65 countries across the globe. Learn more at withwayfinder.com.
.Industry: Education
The Challenge
HubSpot CRM and Marketing Hub Implementation Wayfinder leverages HubSpot for its marketing strategies and sought a team that could help them properly implement and onboard their marketing team and assets into HubSpot.
Improve alignment between sales and marketing teams operating in separate systems Wayfinder’s sales team lives in Salesforce while its marketing team in HubSpot. Without these systems integrated and synced, the lack of visibility into each team’s performance prevented alignment and collaboration.
Complex and large data migration With more than 10 data sources and 250K records that required complex object associations, Wayfinder needed an expert at data migrations and best practices.
The Solution
HubSpot CRM Implementation Revvy configured Wayfinder’s HubSpot CRM with foundational best practices and onboarded Wayfinder’s marketing team into HubSpot. Revvy also built out HubSpot architecture to support custom objects and properties required for mass data migration.
Salesforce x HubSpot Integration and pipeline / deal architecture Revvy set up HubSpot to receive sales data from Salesforce to create better marketing and sales alignment since both teams work in separate systems. The ability to attribute sales data with marketing campaigns is critical to optimizing Wayfinder’s marketing strategies.
Data Migration Revvy worked closely with Wayfinder’s team to carefully map the data and help the Wayfinder team understand how the data would live in their HubSpot CRM. Once aligned and the architecture was built out, Revvy successfully migrated all of Wayfinder’s customer data into HubSpot, leveraging custom objects, incorporating data enrichment best practices, establishing parent/child relationships and complex object associations.
Hear from Wayfinder
"Revvy was great to work with, would definitely recommend and work with them again in the future. Revvy had excellent communication and would give detailed summaries and action plans throughout our projects. Revvy always had a well thought-out agenda for our meetings, and I felt like our time together was efficient. We needed to dig through some old files and dis-organized data, and Revvy helped us navigate that thoughtfully and with helpful insights and best practices. We accomplished what we set out to on time."
Emily Biega, Head of Demand Generation @ Wayfinder
