Anonymised Client Profile

Industry Pharmaceutical Manufacturing
Years in Business 65+ Years
Client Location Harleysville, PA
Organisation Size 1100–2100 Staff
Background

About the Organisation

A global leader in formulated film coating systems, modified-release technologies, and functional excipients for the pharmaceutical and nutritional industries, supporting customers worldwide with advanced products and technical expertise.

The Challenge

Fragmented Systems, Missed Opportunities

  • Legacy CRM Integration: Integrating an on-premise Oracle CRM with cloud-based HubSpot while ensuring data integrity and robust error handling.
  • Territory & Resource Management: Designing territory management and automated resource assignment within HubSpot.
  • Custom System Actions: Building custom HubSpot actions to perform operations directly in Oracle.
  • Complex Data Migration: Migrating data from Oracle to HubSpot with zero data loss while preserving associations.
  • Advanced Workflow Needs: Developing complex workflows to support upsell and cross-sell opportunities.
  • Sample & Quote Alignment: Creating a custom sample management process in HubSpot aligned with the Oracle quote workflow.
  • Website Limitations: Addressing performance issues and CRM disconnection on the legacy website.
Technology Stack

Products Used

HubSpot Dell Boomi Oracle EBS WSO2
Our Approach

What Girikon Implemented

Business Process Transformation

Conducted detailed discovery and re-engineered processes using HubSpot’s out-of-the-box marketing automation and sales enablement capabilities.

Data Migration

Executed large-scale migration with required data transformations (date formatting, concatenation, field normalization), mapping Oracle dynamic fields to HubSpot static fields with zero data loss.

Bi-Directional Data Sync

Implemented scheduled and real-time data sync between Oracle EBS and HubSpot using WSO2 and Dell Boomi, with automated error logging, alerts, and cross-system record ID updates.

Website Migration

Collaborated with a digital agency to migrate a high-volume website from WordPress to HubSpot, covering 120+ pages and 140+ blogs.

Measurable Impact

The Results

This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems.

Improved Data Visibility

Unified, real-time access to accurate data for teams and leadership.

Accurate Resource Assignment

100% automated and accurate lead-to-resource assignment based on territory rules.

Enhanced Data Quality & Efficiency

Strong error handling, improved data integrity, and significant time savings through automation.

ERP Process Automation

Reduced manual effort by automating ERP-driven processes within HubSpot.

Seamless System Integration

Closed functional gaps between Oracle and HubSpot to enable smooth, reliable data exchange.

Simplified Business Operations

Streamlined end-to-end processes by integrating HubSpot with multiple third-party SaaS applications.

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.

Director of Marketing & Communications Global Policy Research Organisation — Washington D.C., USA

See How Girikon Can Help Your Organisation

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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