eRecruiter
eRecruiter needed to keep marketing moving while replacing Pardot. Together, we prioritised an MVP, rebuilt essential processes and helped the team take ownership of HubSpot.
Essential processes up and running
Behaviour-based audience targeting
One-to-one sessions and team training
Fragmented lead data, limited automation and cumbersome reporting made everyday marketing work harder.
The team could not pause its processes for long. One month was the maximum acceptable interruption.
Prioritise an MVP, redesign essential processes during the migration and teach the team how to use the new setup.
Less manual data handling, behaviour-based audience targeting and a team equipped to work in HubSpot.
eRecruiter, a recruitment management platform in Poland and part of Grupa Pracuj, used marketing automation alongside Salesforce and other tools. The team had plenty of data and lead sources, but bringing that information together was difficult.
“The biggest nightmare there was that we had so much data and so many sources of leads, but we couldn't really grab the best information about the leads.”
— Karolina Hausman, Marketing Automation Specialist, eRecruiter
The previous platform limited what the team could do. Reporting was cumbersome, and the interview describes manual A/B testing as work that would take “ages.” The migration needed to change those everyday constraints as well as the software.
“We couldn't afford to just stop the processes for a long time. One month, it was a maximum.”
— Katarzyna Trzaska, Head of Marketing & Business Intelligence, eRecruiter
That was the maximum pause the team could accept. Together, eRecruiter and MAN Digital prioritised the essential processes for an MVP, so marketing could start working in the new system and benefit from it quickly.
“So together with MAN Digital, we were able to introduce MVP and to start our processes and to feel the benefits from the new system just right away.”
— Katarzyna Trzaska, Head of Marketing & Business Intelligence, eRecruiter
“We needed a partner who will understand our processes, not only mirror them in the new tool, but take what's the most crucial and important and maybe redesign, recreate, and implement the new processes.”
— Katarzyna Trzaska, Head of Marketing & Business Intelligence, eRecruiter
The work combined the move from Pardot to HubSpot Marketing Hub Enterprise with decisions about how marketing should operate. Salesforce remained the CRM. Lead capture, attribution, lifecycle stages and the handover to sales were rebuilt around a shared process.
Implementation records show a reduction from 454 forms to 85, with 110 demo forms consolidated into 4. Forms were retained where a different intent, set of fields or sales process justified them. Shared forms capture channel, campaign and placement, reducing the need for a separate form for every location.
HubSpot lifecycle stages and Salesforce statuses were aligned. Inclusion lists control contact synchronisation; qualified demo requests receive automatic routing and task creation. Sync-error notifications and a dashboard make integration failures visible.
A source framework distinguishes how a contact was created, its original traffic source and its latest traffic source. Marketing can report lead-to-SQL conversion by source. ClickMeeting and LearnWorlds integrations connect webinar attendance and course sign-ups, while reusable campaign assets support repeatable launches.
“The fact that I don't have to do it manually, downloading data from all these different tools and importing it into our system, that's already a huge change.”
— Karolina Hausman, Marketing Automation Specialist, eRecruiter
One-to-one sessions and team training helped the team understand how the new setup works and the practices behind it.
The marketing team needed a more flexible platform and a better way to bring lead information together. In the interview, the team describes limitations in reporting, testing and day-to-day audience targeting.
The team said one month was the maximum time it could afford to pause processes. MAN Digital and eRecruiter prioritised an MVP so essential processes could restart and the team could begin benefiting from HubSpot. The interview does not state that the entire migration was completed in one month.
The team wanted its partner to understand the business and decide which processes to keep, redesign or recreate. The migration included rebuilding lead capture, attribution and the marketing-to-sales handover.
The client describes targeting recent website visitors without manually downloading data from different tools and importing it into the marketing system. Implementation records also document automated routing and task creation for qualified demo requests.
One-to-one sessions and team training helped the team understand what was being implemented and learn the practices behind it, rather than relying only on a technical handover.
Yes. Marketing automation moved to HubSpot Marketing Hub Enterprise while Salesforce remained the CRM. Lifecycle stages, account statuses and synchronisation rules were aligned across the two systems.
The implementation reduced the total from 454 forms to 85, including a reduction from 110 demo forms to 4. Forms were consolidated around intent, fields and sales processes, with source context captured by shared forms.
The client describes starting to benefit from the new system quickly, less manual data handling and a team equipped to use HubSpot. The interview does not quantify financial savings or revenue growth. New personas and contact scoring were ongoing work at the time of the interview.
Earlier value from the new platform. An MVP prioritised the processes needed to restart work and begin using HubSpot.
Less repetitive data handling. The team can target recent website visitors without downloading data from several tools and importing it manually.
More useful audience targeting. Behaviour such as visiting the website in the last ten days can inform who the team targets.
Knowledge stays with the team. One-to-one sessions and team training helped eRecruiter understand the setup and the practices behind it.
A foundation for further improvement. At the time of the interview, eRecruiter was working with MAN Digital on new personas and contact scoring. These were ongoing initiatives, not completed results.
“Look for a partner who will first of all understand your processes, understand your business, and decide together with you what is essential to move to another tool and what will be a good point to start.”
Katarzyna Trzaska
Head of Marketing & Business Intelligence, eRecruiter
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