A pioneering diagnostic services company extending eye disease management from the clinic to the home. By applying AI-driven data interpretation to large volumes of patient-generated data, the organization enables precision medicine and personalized, on-demand treatment regimens based on real disease activity rather than fixed clinical schedules.
Anonymised Client Profile
A pioneering diagnostic services company extending eye disease management from the clinic to the home. By applying AI-driven data interpretation to large volumes of patient-generated data, the organization enables precision medicine and personalized, on-demand treatment regimens based on real disease activity rather than fixed clinical schedules.
The existing marketing infrastructure limited scalability and insight.
A comprehensive discovery process was conducted to analyze existing sales and marketing workflows. Business processes were then redesigned using HubSpot’s native capabilities to support structured pipeline management and automated marketing execution.
Designed detailed end-to-end process flows for marketing and sales activities to align teams and systems.
Identified and aligned critical properties required for cross-system synchronization while preserving ERP and CRM continuity.
Executed data migration using a combination of scripted logic and native integration capabilities to ensure accuracy and completeness.
Built a custom synchronization layer between Microsoft Dynamics and HubSpot using scheduled jobs and Operations Hub custom code, ensuring near real-time data alignment and system reliability.
Measurable Impact
Within the first three months of transition, the firm achieved measurable operational gains
Improved access to accurate, real-time data for teams and leadership.
Strong error handling and reduced manual effort through automation.
Enabled marketers to create complex, association-based segmented lists with confidence.
Brought sales and marketing teams onto a unified platform, improving collaboration and operational alignment.
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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