Inside Norstella’s successful HubSpot consolidation project : Two brands. Five weeks. One seamless migration.

When Norstella, a leader in the information services space, set out to unify platforms and data across its brands, it knew the stakes were high. Two complex HubSpot environments - MMIT and Panalgo - needed to become one. And they needed it fast.

Enter Sojourn.

The Challenge

Norstella’s objective was clear: consolidate platforms to boost efficiency, enhance data quality, cut costs, and enable smarter cross-selling and analytics. But the devil was in the detail. Panalgo’s HubSpot instance was nuanced, and the risk of disruption was real.

The migration had to be seamless, fast, and aligned with a wider Salesforce consolidation effort - all without breaking marketing operations or dragging legacy issues into the future.

Oh, and it had to be done in just five weeks.

The Approach

We kicked things off with discovery workshops to get under the skin of both platforms. From there, we built a streamlined migration plan that prioritized speed and sanity.

• We reused most assets and leveraged a Tool Migrator Map to cut down manual work.

• We worked shoulder-to-shoulder with marketing, sales ops, and compliance teams - quickly escalating blockers and making fast decisions.

• We removed outdated assets and redundant forms, implementing best practices across the board.

• Cutover was clean, communication was constant, and go-live happened early - with responsive support that kept everything ticking post-launch.

The Results

The migration was more than just successful - it was a showcase of how to do these projects right:

• 18% under budget

• Delivered early

• Streamlined workflows and fewer forms

• Data consolidation that sets the brands up for long-term marketing success

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