Seven engines. One connected commercial system.
The core loop runs each stage from first lead to renewal or a return purchase. The enabling layers run across all of them. Start with the ones you need.
The GTM Outcome Engine50+ integrations. The systems your business runs on.
Not just the ones with a native connector. Every integration is governed and monitored as part of the engine.
All integrationsMarketing moved off Pardot, with Salesforce kept as the CRM.
Hewison Private Wealth is a Melbourne firm giving independent financial advice.
The challenge.
Hewison wanted to move marketing off Pardot before its Salesforce renewal.
Salesforce stayed as the CRM, so HubSpot had to work alongside it.
What Kongo built.
Marketing Hub
Set up on the HubSpot Salesforce connector, with Salesforce as the source of truth.
Data model
Lifecycle stages, subscription types, lists and Salesforce field mapping and sync rules.
Lead scoring
One master score for fit and engagement, with four tiers and a segment for each.
Email and reporting
Branded email templates, a data hygiene dashboard and a lead dashboard.
Training
Regular sessions that took the marketing team from new users to running HubSpot themselves.
“Tony has trained me from the ground up and has always been incredibly patient, knowledgeable and generous with his time.”
What changed.
Marketing runs in HubSpot with branded templates and scored segments, synced to Salesforce.