1. Key Takeaway
- Q: What are the biggest accomplishments?
- Q: Have we grown the traffic significantly?
- Q: Is the site any faster?
- Q: Are clients generating more revenue?
- Q: If ads are served, have we increased profitability?
2. Background
About the client
Unblu is a platform designed to enhance customer engagement, particularly in the financial industry. It offers a suite of conversational solutions that combine AI and human interactions to improve support and advisory services. Some of its key platform solutions include:
- Customer Service
- Advisory
- Digital Sales
How has the client found us?
Having successfully collaborated with the client on the migration and further development of their website in WordPress over the past two years, we have become their trusted technology partner, leading to the incorporation of additional projects into our ongoing engagement.
What was the primary pain point they were seeking to address?
The main goal was to unify their entire Sales and Marketing activities and customer view within Salesforce as the central platform, necessitating a rapid migration from HubSpot to Salesforce Account Engagement within a very tight timeframe.
Why did they choose DevriX?
Given our deep expertise and intimate knowledge of the WordPress platform, the customer was confident in our ability to meet the tight deadline, having already witnessed our skill and reliability in previous collaborations.
How long did it take to close the contract?
Within a week of agreeing on the timeline and roadmap for the launch phase we managed to complete the HubSpot to Salesforce migration.
What was the first milestone we hit for them?
Collaborating closely with the Unblu team, we seamlessly replaced all WordPress elements linked to the previous marketing automation tool with the new one, ensuring a smooth transition without any service interruption. This allowed the client to successfully switch platforms before their HubSpot contract expired, meeting their critical deadline.
3. Challenge and Solutions
3.1 The Challenge
The client faced an urgent situation due to their expiring HubSpot contract. They needed to swiftly change their platform within a very tight timeframe. The HubSpot to Salesforce migration was complicated by the extensive scope, involving forms spread across various content types and multiple integration methods.
3.2 Solution [HubSpot to Salesforce Migration]
To address this challenge, a rapid platform transition was implemented. The process involved carefully migrating all forms from diverse content areas, taking into account the different methods used for form integration. This swift and comprehensive approach ensured that the client could successfully switch platforms before their HubSpot contract expired, meeting their critical deadline.
3.3. Main Goal/Objectives
Main Goal: Successfully migrate a forms-driven website from HubSpot to Salesforce, ensuring seamless functionality and improved workflow.
Objectives:
- Develop and implement an optimal migration strategy.
- Ensure comprehensive form management across all website elements.
- Streamline and improve form functionality in collaboration with the client.
- Maintain visual consistency and enhance user experience.
- Establish efficient data exchange between the website and Salesforce.
- Validate migration success through thorough testing and quality assurance.
3.4. What We Had to Do?
Migrate a forms-driven website from HubSpot to Salesforce:
- Determine optimal approach for handling Salesforce forms
- Identify the best migration strategy
- Rapidly test various approaches to assess pros and cons of the migration
- Develop a plan for managing forms across diverse website elements (templates, content types, blocks, dependencies)
- Compile a comprehensive inventory of forms and their usage locations
- Collaborate with client team on mapping for new forms, including consolidation and workflow improvements
- Create scripts for form extraction and updates across various content types
- Develop new visual regression test cases to verify all content types and forms
- Adapt styling for new forms and implement external loading within iframes
- Implement logic for data exchange between the website and Salesforce iframes
- Conduct thorough testing to ensure smooth migration
4. Team
The project team includes:
- Project owner: Responsible for overall project vision, goals, and stakeholder management.
- Project manager: Handles planning, scheduling, resource allocation, and coordination between different teams/roles.
- Lead back-end developer: Leads the server-side programming, database integration, and ensuring the application’s core functionality.
- Front-end developer: Focuses on the user interface, visual elements, and ensuring a smooth user experience on the client-side.
- QA specialist: Responsible for testing the application thoroughly, identifying and reporting bugs/issues, and ensuring quality standards are met.
5. Technology Stack – How We Approached the Problem
5.1 Technologies Used
- PHP: Backend development
- HTML/CSS/JavaScript: Frontend and visual interface
- WP-CLI and Bash scripting: Automation scripting
5.2 Approach
- Requirements Review: We reviewed the new provider’s requirements and mapped out the forms and their replacements.
- Script Development: An automated script was developed to collect all forms across every page on the platform.
- Form Replacement: Using the collected data, another script was implemented to replace all old forms with their new versions. This automation significantly reduced the manual effort required for the platform switch.
- Production Execution: The team ran the script in the production environment, replacing all forms with the updated versions across the entire platform.
- Deployment: The rapid execution of the automated script ensured zero downtime, enabling a quick and safe provider switch within minutes.
6. Results: What We Built for Them, Why Is It Important?
We helped the client successfully complete the HubSpot to Salesforce migration in the most time-efficient and optimal way, allowing for decent R&D, despite the tight deadline.
A Few Numbers:
- Moving over 50 forms used across over 500 pages
- Less than 10 days of preparation, scoping, execution
- Reducing the manual content update to almost none
7. Client Quotes and Feedback
We are very pleased with the progress made so far. I want to express my gratitude for the successful and timely migration of our website’s operational elements. DevriX has once again demonstrated that we made the right decision in choosing them as our partner from the beginning. Their consistent support and expertise have been instrumental, and we look forward to continuing and expanding our collaboration. DevriX remains an essential extension of our team.