A leading technology solutions provider delivering core software products and digital platforms for the Banking, Financial Services, and Insurance (BFSI) sector, along with Enterprise Resource Planning (ERP) solutions. Its portfolio spans insurance, lending, Islamic banking, anti-money laundering (AML), and asset management—helping organizations improve compliance, streamline operations, and drive efficiency.
Anonymised Client Profile
A leading technology solutions provider delivering core software products and digital platforms for the Banking, Financial Services, and Insurance (BFSI) sector, along with Enterprise Resource Planning (ERP) solutions. Its portfolio spans insurance, lending, Islamic banking, anti-money laundering (AML), and asset management—helping organizations improve compliance, streamline operations, and drive efficiency.
Defined clear data mapping, workflows, and sync rules to ensure accurate, bi-directional data flow and eliminate redundancies.
Implemented HubSpot forms and tracking on WordPress, created custom email templates, and enabled the marketing team with hands-on training.
Configured roles, permissions, and team structures for secure access and simplified administration.
Built custom reports and dashboards to deliver real-time visibility into marketing and sales performance.
Deployed automation workflows and a lead scoring model with positive and negative criteria to prioritize high-intent leads.
Measurable Impact
This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems.
A unified view of customer data across HubSpot and Salesforce improved data accuracy, consistency, and transparency. Marketing and sales teams gained real-time insights into engagement history and campaign performance, enabling better decision-making.
A simplified HubSpot setup aligned to marketing workflows enabled teams to track customer activity, lifecycle stages, and engagement touchpoints with ease—without reliance on complex CRM processes.
Enhanced engagement tracking and automated lead prioritization helped identify high-intent prospects faster. Embedded HubSpot forms on the WordPress website ensured seamless lead capture and real-time data enrichment.
A stable, scalable integration ensured clean, bi-directional data sync. Controlled sync lists and clear mapping rules maintained data hygiene and optimized system performance.
The transformation streamlined marketing and sales operations, improved cross-team collaboration, and increased operational efficiency. With accurate insights and automated processes, teams were empowered to engage prospects more effectively and drive measurable business outcomes.
Client Feedback
Girikon’s team understood the complexity of our stakeholder landscape from day one. They didn’t just migrate our data — they redesigned how we think about lead management and audience engagement. The HubSpot implementation they delivered has fundamentally changed what our marketing team is capable of.
Whether you’re migrating from a legacy platform or optimising an existing HubSpot setup, our certified HubSpot consultants deliver CRM implementations built around your goals — not ours.
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