How Octopai Transitioned From Pardot to Hubspot in No Time to Scale Sales and Marketing
The Client
Octopai is a SaaS product that uses machine learning to quickly extract metadata from various platforms and analyze it. It centralizes the metadata and enables organizations to track their movement process. With Octopai, BI analytics groups can access data lineage, discovery, and a data catalog from a single platform.
The Problem
Octopai had been a long-time Pardot user. However, Pardot failed to meet all their marketing needs, and frustration was building.
- Zero clarity into their marketing efforts leaving it mostly to guesswork.
- Additional costs due to the necessity to use external integrations to complete CRM capabilities.
- Time-consuming dependency on development for creating basic landing pages and other marketing infrastructure.
- No native A/B testing for emails to optimize over time.
- No ability to send out emails based on the recipient’s time zone.
- Chatbots and paid campaign management are not available.
The Solution
Octopai engaged SAGE’s HubSpot services and embarked on a journey to migrate and consolidate their marketing tech stack to HubSpot. SAGE Marketing initiated a methodological migration process, rooted in best practices and customized to fit Octopai’s unique business requirements.
- A methodological migration process.
- Adhered to deadlines.
- Excellent service and customer support by SAGE.
- Improved tracking and analysis of campaigns, identified improvement areas
and optimized. - Based on best practices and customization to fit Octopai’s unique business requirements.
- Created tailored campaigns based on individual customer needs to increase engagement and conversion rates.
Jodie, Marketing Operations Manager at Octopai, said:
I only regret not migrating sooner!
The Outcome
SAGE was able to work with Octopai and seamlessly migrated over 25,000 contacts and their entire related information. Nothing was lost and everything was gained!
- Able to track all their marketing results, conduct campaign analysis, and optimize their budget.
- Customizable dashboards and reports that reflect their marketing efforts and growth opportunities.
- Smoother marketing to sales handoff and tracking.
- Have become self-sufficient in using the CRM to work for them.
- Enjoy continuous SAGE support when needed.
As a HubSpot Diamond Partner, Our team of HubSpot experts can help your business get the most out of the platform’s powerful marketing and sales features. You’ll streamline tasks like lead generation, lead scoring, and email marketing so you have more time to focus on what really matters – building relationships with your clients.
About SAGE Marketing
SAGE Marketing, a top global agency, empowers B2B Tech firms to achieve marketing objectives and accelerate growth. We offer CMO-as-a-Service, encompassing strategic planning, branding, digital marketing, content.
