Digital marketing CRM migration Pipedrive to HubSpot

Case study · Orixa Media

Orixa Media: a secure migration from Pipedrive to HubSpot

Pipedrive did the job for sales, not for marketing. Orixa Media chose HubSpot to bring the two together, and Copernic to lead the migration.

  • Goal 01. Migrate everything from Pipedrive to the HubSpot platform.
  • Goal 02. Train the marketing and sales teams on HubSpot.

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The project

A CRM built for sales.
Marketing left at the door.

Founded in 2007, Orixa Media is a digital marketing agency specializing in Search Marketing. It supports large accounts with their omnichannel acquisition strategy, aligning every channel with the KPIs set by its clients.

Context

In June 2022, Orixa Media professionalized its marketing: a team was hired, and the right tools for its model still had to be chosen.

Challenge

Sales-oriented Pipedrive integrated marketing poorly. Marketing and sales had to be brought together in a unified business strategy.

What we did

Needs-gathering and strategy workshops, migration from Pipedrive to HubSpot, training for the marketing and sales teams.

Next

Ongoing support: regular check-ins with marketing to optimize HubSpot, build nurturing and test new mechanics.

Pipedrive and HubSpot: migration or integration

The testimonial

The project, told.
By the man who led it.

Alban Besnier, CEO of Orixa Media, looks back on choosing HubSpot, consulting three providers and working with Copernic. Video in French.

In their words

Orixa Media tells the story.
From consultation to results.

Answers, super fast

“What made the difference, right away, was that we got answers super fast. They understood our need immediately. We were supported in precisely defining the proposal […]”
A. BesnierOrixa Media · Digital marketing

Teams trained to last

“They helped us upskill our in-house teams […] with deliverables in PDF and PowerPoint form and also video deliverables, which today let us keep up continuous training […]”
A. BesnierOrixa Media · Digital marketing

The exception to the rule

“Every partnership we have at Orixa starts out rough, then moves forward and improves over time. Copernic is the exception to the rule, because everything went well from start to finish […]”
A. BesnierOrixa Media · Digital marketing

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Reviews translated from French

A CRM only your sales team uses?
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