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Case Study

Carnegie Learning's HubSpot and Salesforce Integration Catalyzes Sales and Marketing Synergy

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Efficiency

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Data Integrity & Reporting

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Enhanced Targeting

STRATEGIC SYNERGY:

Enhancing Marketing Efficiency

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The Client

 

Carnegie Learning is a leading provider of AI-driven technology, curriculum, and professional learning solutions for K-12 education. They offer a range of educational products and services, including software and textbooks for math, English language arts and literacy, and world languages, as well as high-dosage tutoring and professional learning services.

Their goal is to improve student outcomes in mathematics by engaging students in active learning, promoting conceptual understanding and real-world applications, and supporting teachers in their instructional practices. Over the years, Carnegie Learning has partnered with schools, districts, and educational organizations across the United States to implement their solutions.

They have received recognition and awards for their contributions to the field of educational technology and personalized learning.

The Problem

Carnegie Learning faced challenges using Marketo to meet their ambitious marketing goals:

  • Time-consuming processes: List building and asset creation took longer than expected.
  • Limited analytics: Marketo lacked robust analytics capabilities, limiting insights into marketing performance.
  • Integration issues: Marketing leads didn’t sync automatically with Salesforce, creating inefficiencies and fragmented data views.
  • Lifecycle ambiguity: Unclear definitions of lifecycle stages in Salesforce made tracking lead progress difficult, resulting in confusion in sales pipeline analysis.
  • Data management hurdles: Ambiguous use of "contacts" in Salesforce, combined with duplicate records, complicated data segmentation and management.

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Carnegie Learning - Problem Learning

The Solution

  • HubSpot Migration & Automation: Transitioned from Marketo to HubSpot, creating over 100 automated workflows to streamline marketing.
  • Custom Persona Development: Standardized job titles and developed custom personas for targeted marketing.
  • Salesforce Integration: Ensured seamless data flow and alignment between HubSpot and Salesforce for enhanced lead tracking.
  • Sales Enablement & Webinar Management: Implemented a Visualforce window for sales insights and integrated Zoom for effective webinar tracking.
  • Data-Driven Performance: Utilized HubSpot's analytics to monitor marketing effectiveness.
Carnegie Learning - Solution Image

The Outcome

Carnegie Learning has seen significant improvements in their marketing efficiency and outcomes. Aptitude 8’s deep understanding of HubSpot and Salesforce integration was instrumental in aligning data and optimizing their operations.
 
With ongoing support from Aptitude 8, Carnegie Learning is well-positioned to continue leveraging HubSpot for sustained marketing success.
 
Note: This case study reflects work completed by The OBO Group prior to merging with Aptitude 8.




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Increased Efficiency
Automated workflows reduced manual tasks, increasing efficiency.
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Enhanced Data Integrity

Improved data integration eliminated redundancies and enhanced the dynamics between marketing and sales teams.

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Enhanced Reporting

Robust reporting and dashboards provided actionable insights for data-driven decision-making.

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Enhanced Targeting

Enhanced lifecycle tracking and better segmentation empowered more effective and targeted marketing campaigns.

The Tools

Former Tech Stack

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New Tech Stack

Carnegie - Post Logos Marketing Hub




About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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