Case study · Quanteo Group
Quanteo Group: a successful Pardot to HubSpot migration
Pardot was expensive and synced poorly with Salesforce. Copernic migrated Quanteo Group’s marketing assets into HubSpot, connected to Salesforce.
- Goal 01. Sync Salesforce and HubSpot, with information flowing back down.
- Goal 02. Bring Pardot assets into HubSpot.
The project
Marketing and sales on two tools.
One working environment.
Based in Lannion, Quanteo Group develops its subsidiaries Eco-Compteur and Quantaflow: pedestrian and bike counting, footfall analysis in shopping centers. Its clients: municipalities, natural areas and shopping centers, with a strong presence in North America.
A complex tool
Pardot required a range of technical skills, which slowed down processes and the creation of marketing content.
A high cost
Using Salesforce and Pardot together drove up operating costs.
Limited integration
Syncing Salesforce and Pardot often meant manual exports and imports.
Sync and migration
Audit, map, migrate.
Then test everything.
Copernic ran the migration in close collaboration with Quanteo Group’s teams, from the audit of Pardot assets to final acceptance testing.
- Audit of Pardot data and assets: fields to sync and assets to migrate, identified one by one.
- Field mapping: property values of the objects involved, aligned between Salesforce and HubSpot.
- Native HubSpot connector for the Salesforce sync.
- Asset migration: forms, landing pages, thank-you pages and workflows rebuilt in HubSpot.
- Acceptance testing: data migration tests, functional tests and user acceptance tests.
Training and support
A self-sufficient team.
On the vast majority of topics.
A migration plan
Clear steps and deadlines known to everyone, from day one.
Change, explained
Transparent communication on what HubSpot brings and on the migration steps, to ease resistance.
Marketing workshops
Training for end users, for a fast ramp-up.
Ongoing support
Technical support during and after the migration to answer questions and solve issues.
In their words
The transfer went smoothly.
Their team says so.
Self-sufficient today
“The team is always available and very responsive. Setting up and transferring our assets from Pardot to HubSpot went really well. Today we are self-sufficient on the vast majority of topics. Many thanks for the help and availability.”
Responsive, efficient and great at teaching
“Responsive, efficient and great at teaching! Thanks to the whole Copernic team […] for their support throughout the project.”
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Reviews translated from French
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