Anonymised Client Profile

Industry Think Tank / International Affairs (nonprofit)
Years in Business 65 Years
Client Location Washington, DC
Organisation Size 201–500 Staff
Background

About the Organisation

A leading non-partisan international affairs organization dedicated to shaping global leadership and policy solutions for geopolitical, economic, and security challenges. The organization conducts research, hosts high-level events, and collaborates with governments, private sector leaders, and civil society to influence global policy and public discourse.

The Challenge

Fragmented Systems, Missed Opportunities

The organization relied on Marketo and Salesforce as its primary marketing and CRM systems, but operational limitations made it difficult to scale digital engagement and manage leads effectively.

Key challenges included:

  • Inconsistent integration with Salesforce causing data synchronization issues
  • Disorganized contact data that limited segmentation capabilities
  • Siloed reporting across platforms, making campaign performance difficult to measure
  • Limited marketing automation capabilities for advanced nurturing and personalization
Technology Stack

Products Used

HubSpot Marketing Hub Enterprise HubSpot Content Hub Professional HubSpot Data Hub Professional HubSpot Transactional Email Add-on HubSpot Dedicated IP Add-on Salesforce Marketo (legacy marketing automation)
Our Approach

What Girikon Implemented

To streamline marketing operations and improve CRM alignment, HubSpot was implemented as the central marketing engagement platform while maintaining Salesforce as the core CRM.

CRM Alignment & Data Governance

Established HubSpot as the primary marketing automation platform and synchronized contact and campaign data with Salesforce to create a unified engagement system.

Advanced Marketing Automation

Built sophisticated automated campaigns, email journeys, and segmentation strategies that were not possible with the legacy marketing stack.

Reliable Salesforce Integration

Configured bi-directional synchronization for contacts and campaign membership, ensuring consistent data and improved reporting accuracy.

Measurable Impact

The Results

Within the first three months of transition, the firm achieved measurable operational gains

Faster Lead Conversion

Automated workflows and structured follow-ups accelerated lead engagement.

Improved Campaign Performance

Enhanced segmentation and targeted email journeys increased campaign effectiveness.

Centralized Reporting

Unified dashboards provided clear visibility into engagement, outreach programs, and donor activity.

Stronger Data Accuracy

Reliable synchronization between HubSpot and Salesforce improved data consistency and operational efficiency.

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

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