Case study · Eduservices
Eduservices: stronger marketing performance with the Salesforce HubSpot integration
Dozens of schools, two tools that barely talked to each other. Copernic structured Eduservices’ marketing in HubSpot and synced it with Salesforce.
- Goal 01. Optimize marketing processes in HubSpot.
- Goal 02. Increase the conversion rate of leads into SQLs (Sales Qualified Leads).
- Goal 03. Get the most out of lead generation efforts.
The project
48 institutions, 16 brands.
One data model.
Founded in 2010, Eduservices is a family-owned group specializing in private higher education through apprenticeships. The second-largest private education player in France, it supports more than 17,500 students every year, from vocational certificates to master’s level and beyond, in 42 cities; more than 45% of them are on work-study programs.
Structure marketing
Optimize and automate marketing tasks to give teams their time back.
Segment by school
Adapt HubSpot to a complex structure, with precise segmentation across schools, campuses and entities.
Sync Salesforce
Move data between Salesforce and HubSpot for a unified, reliable, up-to-date model.
Salesforce sync
Two tools, two teams.
Data finally aligned.
Sales works in Salesforce, marketing in HubSpot. Copernic integrated the two so information flows up from Salesforce and stays current in HubSpot.
- Precise field mapping between the two platforms, to better structure the data model in HubSpot.
- Continuous sync: up-to-date information, ready to qualify inbound leads.
- Sales and marketing aligned: each team keeps its tool and works on the same data.
What we did
Each school its contacts.
Each campaign its target.
School-level access
Custom permissions: each user only sees the contacts and interests of their own school.
Records you can act on
Contact and interest records optimized, HubSpot lists to target every marketing action precisely.
Targeted nurturing
Email templates for newsletters, nurturing scenarios and workflows that send the right content at the right time.
Leads tracked
Every lifecycle stage qualified, from lead to MQL, with rigorous tracking of how prospects progress.
Training
Training once is not enough.
Teams stay up to date.
Eduservices’ teams were trained on every use of HubSpot: campaigns, marketing emails, lists, forms, workflows and reports.
- Comprehensive training on all of HubSpot’s marketing tools
- Q&A sessions to handle each school’s specific cases
- Ongoing training on best practices and new features
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