Case Study: Simpro streamlines marketing automation and migrates from Pardot to HubSpot with New Breed

Simpro streamlines operations and reduces workflows, forms, and email lists with New Breed

Simpro, a leader in business management solutions, faced challenges migrating multiple business units from Pardot to an existing HubSpot portal without disrupting its subsidiary, ClockShark. The complexities included a non-1:1 platform migration, the need to segment data, and revamping its overall lead funnel and handoff strategy. Vendor New Breed utilized HubSpot's Marketing, Sales, Service, and Operations Hub Enterprise products to address these needs.

New Breed implemented a meticulous solution involving a preliminary data audit and a CSV import technique for a clean data transfer. They introduced a unique owner property to keep datasets separate and executed a phased integration strategy. This resulted in a seamless data migration for Simpro, which significantly streamlined marketing automation by reducing workflows and forms and reduced tech stack complexity for more efficient operations.

Simpro