Anonymised Client Profile Industry BPO / Outsourcing & CX Services Years in Business 9+ Years Client Location Denver, CO Organisation Size 10000+ Staff Background About the Organisation A global provider of customer experience management (CXM) and business process outsourcing (BPO) solutions, operating across 13+ countries with a workforce of 33,000+ associates. The organization supports leading brands in telecommunications, retail, healthcare, and financial services, with a strong focus on digital transformation through intelligent automation, analytics, and omnichannel engagement. The Challenge Fragmented Systems, Missed Opportunities Prior to HubSpot adoption, global marketing and sales operations were fragmented across regions, with teams using different tools and processes. This lack of standardization limited visibility, alignment, and performance tracking. Key challenges included: Fragmented lead tracking and inconsistent data across regions No centralized reporting or unified dashboards Disconnected marketing and lead-generation systems Limited visibility into website-generated leads and conversion journeys Inconsistent coordination between marketing and lead-generation teams Technology Stack Products Used HubSpot Marketing Hub Professional HubSpot Content Hub Professional Salesforce WordPress Our Approach What Girikon Implemented To streamline global marketing operations and improve sales alignment, a centralized HubSpot CRM and Marketing Hub setup was implemented. 1 CRM Setup & Onboarding Centralized lead and customer data across regions into HubSpot, creating a single source of truth. 2 Marketing Forms & Segmentation Deployed HubSpot forms across the website to automate lead capture, enrichment, and segmentation. 3 Campaign Setup & Integration Configured multi-region campaigns to enable consistent tracking and performance measurement across geographies. 4 Lead Journey Automation Designed automated lead nurturing, scoring, and assignment workflows to ensure timely engagement and follow-up. 5 Salesforce Integration Integrated HubSpot with Salesforce to synchronize marketing activity and maintain data accuracy across platforms. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems. Faster Lead Response Automated routing and assignment reduced response times. Improved Campaign Visibility Unified tracking enabled clear ROI measurement across regions. Higher Conversion Rates Consistent lead nurturing improved engagement and conversions. Standardized Global Reporting Leadership gained access to centralized dashboards and performance metrics for informed decision-making. 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Healthcare / Ophthalmic Diagnostics Years in Business 26+ Years Client Location Manassas, VA Organisation Size 75–100 Staff Background About the Organisation 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 Challenge The organization required a structured CRM system that could enforce process discipline while supporting complex sales and marketing workflows. The existing marketing infrastructure limited scalability and insight. Manual Data Imports: Contacts were manually uploaded into HubSpot, creating inefficiencies and delays. Complex Data Relationships: Intricate associations made data imports and segmented list creation difficult for marketing teams. Disconnected Platforms: Marketing and sales operated on separate systems, impacting data accuracy and alignment. Integration Limitations: Extensive customizations in Microsoft Dynamics CRM prevented standard integration tools from syncing required data. Technology Stack Products Used HubSpot Microsoft Dynamics 365 Integration App Azure Functions Node.js Microsoft Dynamics CRM Our Approach What Girikon Implemented 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. 1 Process Mapping Designed detailed end-to-end process flows for marketing and sales activities to align teams and systems. 2 Data Discovery & Modeling Identified and aligned critical properties required for cross-system synchronization while preserving ERP and CRM continuity. 3 Data Migration Executed data migration using a combination of scripted logic and native integration capabilities to ensure accuracy and completeness. 4 Custom Bi-Directional Integration 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. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results Within the first three months of transition, the firm achieved measurable operational gains Unified Data Visibility Improved access to accurate, real-time data for teams and leadership. Higher Data Quality & Efficiency Strong error handling and reduced manual effort through automation. Advanced Marketing Segmentation Enabled marketers to create complex, association-based segmented lists with confidence. Single System of Engagement 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. 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Policy & Research Years in Business 20+ Years Client Location Washington D.C., USA Organisation Size 200–500 Staff Background About the Organisation A leading media platform focused on the business of the U.S. federal government, delivering insights through a TV show, podcast, and high-traffic website. The platform enables agency leaders to share real-world experiences while fostering collaboration between government and industry to address critical public-sector challenges. The Challenge Fragmented Systems, Missed Opportunities Manual Website Maintenance: Frequent updates and plugin management created operational overhead. Developer Dependency: Content publishing and page updates required technical intervention. Fragmented Marketing Stack: SEO, A/B testing, forms, CTAs, personalization, and email marketing were handled through disconnected tools. Limited Native Marketing Capabilities: No built-in marketing automation or analytics. Scalability Constraints: The existing platform struggled to support growth and evolving content needs. Technology Stack Products Used HubSpot Content Hub HubSpot Marketing Hub Our Approach What Girikon Implemented 1 Design & Template Approval Audited the existing WordPress site to identify key layouts and content structures. Recreated designs as HubSpot-ready wireframes and modular templates, approved by stakeholders prior to development. 2 CMS Configuration Implemented a scalable HubSpot CMS setup with global themes, navigation, and structured content types, including ~60 pages, ~300 blogs, and landing pages. Native SEO, personalization, and smart content tools were configured for marketer-led growth. 3 Development & Testing Migrated and standardized templates, landing pages, forms, and CTAs. Conducted comprehensive QA covering responsiveness, cross-browser compatibility, analytics validation, and User Acceptance Testing before launch. 4 Domain Setup & Go-Live Configured domains and SSL, applied redirects, migrated content, and launched the site with post-go-live monitoring to ensure performance, SEO continuity, and seamless CRM integration. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results The migration delivered a secure, high-performing, and marketer-friendly digital platform. The new HubSpot-powered ecosystem eliminated technical bottlenecks, unified content and marketing capabilities, improved scalability, and empowered teams to manage, optimize, and grow the platform independently—while driving stronger engagement and measurable results. 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Insurance / Vehicle Protection Products Years in Business 6+ Years Client Location Chicago, IL Organisation Size 30–50 Staff Background About the Organisation A leading auto repair insurance provider serving customers through multiple national automotive brands. The organization operates distinct sales motions supported by multiple HubSpot portals and Salesforce orgs, and initiated a strategic consolidation to unify CRM operations and enable scalable data integration via Amazon S3. The Challenge Fragmented Systems, Missed Opportunities Fragmented CRM Data: Four HubSpot portals created data silos and limited cross-entity visibility. Inconsistent Data Models: Misaligned custom properties and objects across portals increased complexity. Manual Marketing Operations: Separate management of forms, workflows, and assets reduced efficiency. Limited Campaign Insights: No unified view of customer journeys or campaign performance. Complex CRM Integrations: Maintaining multiple Salesforce integrations was error-prone and difficult to govern. Governance Limitations: Lack of centralized permissions, reporting, and data standards. Vehicle Data Sync Complexity: High-volume vehicle data required secure, scalable syncing via Amazon S3. Technology Stack Products Used HubSpot AWS Census Data Profiler (data migration application) Our Approach What Girikon Implemented 1 Data Model Consolidation Designed a unified CRM data model with a new Policies custom object. Consolidated properties from all portals into a single HubSpot instance while leveraging Business Units to preserve brand separation. 2 Large-Scale Data Migration Migrated ~22 million records across standard and custom objects (Contacts, Companies, Deals, Vehicle Policies) with rigorous deduplication, validation, and zero data loss. 3 Marketing Asset Migration Rebuilt and standardized emails, landing pages, forms, and CTAs, enabling centralized governance while maintaining brand-specific configurations. 4 HubSpot–Salesforce Integration via Amazon S3 Enabled HubSpot S3 exports to AWS S3, used Census for real-time data synchronization with Salesforce, and structured vehicle data in S3 with selective, performance-optimized mapping into HubSpot. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems. Unified CRM Operations A single HubSpot environment improved efficiency across sales and marketing teams. Reduced Redundancy Consolidated properties, workflows, and templates eliminated duplication. Enhanced Visibility Improved insights into customer journeys and cross-brand campaign performance. Reliable Data Integration Streamlined S3- and Census-based integrations improved sync accuracy between HubSpot and Salesforce. Higher Data Quality & Automation Reduced manual effort through standardized processes and automated data flows. 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Jewelry Manufacturing/Supply Years in Business 82+ Years Client Location Albuquerque, NM Organisation Size 500–750 Staff Background About the Organisation A US-based jewelry supplies company serving both B2C and B2B markets. The business supports bench jewelers, designers, retail jewelers, manufacturers, and educators with a wide range of metals, tools, and machinery, operating from its headquarters in New Mexico. The Challenge Fragmented Systems, Missed Opportunities Siloed CRM Data: Four independent HubSpot portals prevented a unified view of customers and performance. Inconsistent Data Models: Misaligned custom properties and object structures across portals. Operational Inefficiency: Manual management of marketing assets, forms, and workflows in multiple portals. Limited Campaign Visibility: No cross-portal insight into marketing and sales performance. Complex Salesforce Integrations: Multiple portal-level integrations that were difficult to maintain and govern. Governance Gaps: Lack of centralized control for permissions, reporting, and data standards. External Data Sync: Vehicle and operational data required secure syncing between Salesforce and HubSpot via AWS S3. Technology Stack Products Used HubSpot AWS SAP 8×8 Smartsheet Our Approach What Girikon Implemented 1 Process Mapping Designed end-to-end sales process flows, outlining all required sales activities and system touchpoints. 2 Data Discovery & Modeling Identified critical business properties and aligned data models to ensure continuity with ERP processes. 3 Large-Scale Data Migration Migrated ~2 million records with required data transformations and precise SAP-to-HubSpot field mapping, ensuring zero data loss. 4 Custom Integrations Built bi-directional SAP–HubSpot sync using scheduled jobs, real-time webhooks, and AWS Lambda. Integrated Smartsheet and 8×8 data into HubSpot via a Node.js custom application. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems. Unified Data Visibility Improved access to accurate, consolidated data for teams and leadership. Improved Data Quality & Efficiency Strong error handling, cleaner data, and reduced manual effort. ERP Process Automation Automated key ERP-driven workflows, improving speed and reliability. Simplified Business Operations Streamlined processes by seamlessly integrating HubSpot with third-party SaaS platforms such as Smartsheet and 8×8. 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

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 1 Business Process Transformation Conducted detailed discovery and re-engineered processes using HubSpot’s out-of-the-box marketing automation and sales enablement capabilities. 2 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. 3 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. 4 Website Migration Collaborated with a digital agency to migrate a high-volume website from WordPress to HubSpot, covering 120+ pages and 140+ blogs. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations

Anonymised Client Profile Industry Software Development Years in Business 60+ Years Client Location Pompano Beach, FL Organisation Size 50–100 Staff Background About the Organisation 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. The Challenge Fragmented Systems, Missed Opportunities Data Discrepancies: Inconsistent data between HubSpot and Salesforce due to improper synchronization. Limited Real-Time Visibility: No real-time data flow, hindering timely decision-making. Lead Handoff Gaps: Ineffective transfer of leads from marketing to sales, causing delays and missed follow-ups. Multiple System Dependency: Sales teams had to switch between platforms to track lead activity, reducing productivity. Technology Stack Products Used HubSpot Salesforce Our Approach What Girikon Implemented 1 Business Process Design & Integration Defined clear data mapping, workflows, and sync rules to ensure accurate, bi-directional data flow and eliminate redundancies. 2 Website & Marketing Enablement Implemented HubSpot forms and tracking on WordPress, created custom email templates, and enabled the marketing team with hands-on training. 3 User Roles & Access Management Configured roles, permissions, and team structures for secure access and simplified administration. 4 Reporting & Dashboards Built custom reports and dashboards to deliver real-time visibility into marketing and sales performance. 5 Automation & Lead Scoring Deployed automation workflows and a lead scoring model with positive and negative criteria to prioritize high-intent leads. Request a Complimentary Consultation Talk to a certified HubSpot partner about your CRM goals — no commitment required. First Name Last Name Email address Mobile Description of your project or requirement Related Services HubSpot CRM Consulting HubSpot Implementation Salesforce CRM Consulting CRM Integration Services Marketing Automation Measurable Impact The Results This comprehensive transformation enabled the Client to achieve streamlined sales management, improved customer outreach, and greater efficiency across systems. Enhanced Customer Data Visibility 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. Improved Usability for Marketing Operations 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. Advanced Lead Tracking and Prioritization 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. Robust System Integration and Data Governance A stable, scalable integration ensured clean, bi-directional data sync. Controlled sync lists and clear mapping rules maintained data hygiene and optimized system performance. Overall Business Impact 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. 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. Request a Free Consultation Learn About Our HubSpot Implementation Services HubSpot Certified Partner Salesforce Certified Consulting Partner Clients in 10+ Countries 500+ CRM Implementations