The client - a reputed event management company organizes transaction-oriented events that connect groups seeking to develop commercial relationships while expanding their business. As a leading player in the Exhibitions industry, the client is listed among the top event organizers across the globe.
Anonymised Client Profile
The client – a reputed event management company organizes transaction-oriented events that connect groups seeking to develop commercial relationships while expanding their business. As a leading player in the Exhibitions industry, the client is listed among the top event organizers across the globe. The client partnered with Girikon – a reputed certified Salesforce Consulting Company, to create universal knitting of all their business units spread across the globe under one Salesforce-driven platform and one sales process.
The following challenges were identified:
Girikon conducted an Initial Discovery phase to analyze the custom features in the different orgs and create a Functional Map for the Target Source. One of the existing Org was used as the Target source
Detailed Data Analysis and Data Mapping exercise was done. Data migration strategy included Talend as the ETL tool and MS SQL as staging databases
Upon pilot source org migration, learnings were incorporated and subsequently all the source orgs were migrated in batches
Enables the end users to place reservation requests for booths needed for any selected event.
It gives sales person an advantage to get orders from customers directly
Each event has a different community URL and floor plan enabling Branding of each event portal.
Vendor management also managed
Integration with Salesforce CPQ to get the different Booth products available for sale along with pricing
Online payment management through Cybersource integration
Integrated CPQ with DocuSign & Conga composer to add e-signatures functionality.
Measurable Impact
Within six months of going live on Salesforce, the organisation reported measurable gains across every key marketing KPI.
Global sales process consolidation resulting in a single global CRM instance.
Data Migration from Multiple Instances including Data Cleansing, Transformation & De-Duplication
Efficient Pipeline Reporting, Better Forecasting
Unified Instance for Sales reps to cross sale the Opportunities across Globe
Faster and error-free turnaround on real-time quotes that resulted in increased ROI
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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