Marketing Operations / B2B MarTech

Platform
Enterprise

A Leading Online Education Platform Ongoing Engagement: Embedded Lifecycle Engineering Team
2 CRMs, 1 stack Salesforce & HubSpot, mapped field by field
Components Email templates, landing pages & automations, built to reuse
Self-serve Routine launches don’t wait on engineering
Preview

The platform's B2B product sells the catalog to companies rather than to people - a sales-led B2B motion sitting next to a self-serve consumer one, with its own stack. Salesforce is the system of record; HubSpot is the marketing engine. We support that team as the MarTech function: managing both systems and the sync between them, building the email templates, landing pages and automations they run campaigns on, and integrating the surrounding tools so the work doesn’t bottleneck on engineering.

The full study covers how field authority is split between two CRMs that both think they own the contact, what gets built and why it’s all components, the parts that are hard - cross-stack suppression when someone is both an employee and a subscriber, and seat rollout after the deal closes - and what actually changed for the team.

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