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HubSpot Case Study
Enhanced Marketing Automation and CRM Alignment with HubSpot for a Global Policy Organization
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.
IndustryThink Tank / International Affairs (nonprofit)
Years in Business65 Years
Client LocationWashington, DC
Organisation Size201–500 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.
1
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.
2
Advanced Marketing Automation
Built sophisticated automated campaigns, email journeys, and segmentation strategies that were not possible with the legacy marketing stack.
3
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.
See How Girikon Can Help Your Organisation
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