Enterprise CRM Suite Implementation + Salesforce Migration for a Global Financial Services Organization
Client Overview
GARP is the leading association for risk professionals globally, serving over 150,000 members in 190 countries. GARP provides education, certification, and information for risk professional leaders at the largest financial institutions across the globe and the regulators who govern them.
Client: Global Association of Risk Professionals (GARP)
Industry: Financial Services (Professional Association)
Solution Delivered: Enterprise CRM Suite Implementation + Salesforce and CMS Migration
HubSpot Products Used: CRM Suite Enterprise, Marketing Hub Enterprise, CMS Hub Enterprise
Timeline: Multi-phase global rollout
Key Outcomes
1M+ Contact Records Migrated
A complete migration from Salesforce created a unified, accurate contact database within HubSpot.
65K Company Records Unified
Company data was consolidated across teams, improving alignment and visibility.
129 SFMC Templates Converted
Legacy templates were rebuilt in HubSpot, enabling consistent, scalable campaign execution.
2,500+ Website Pages Moved to HubSpot CMS
A full site migration delivered a modern, flexible CMS experience for marketers.
Zero Developer Dependency for Marketing Updates
The team can now make site, content, and campaign changes independently and at speed.
Jeff Mah
Chief Information Officer, GARP (Global Association of Risk Professionals)
The Challenge
As a global association serving members in nearly every country, GARP faced mounting complexity in managing communications, website content, and CRM operations. Their legacy systems (Salesforce Marketing Cloud and a hard-coded Angular website) created silos, slowed campaign execution, and required constant IT involvement.
GARP needed a scalable solution that empowered marketing teams, unified data, and eliminated reliance on technical resources.
Fragmented Systems and Disconnected Data
GARP’s Salesforce environment was highly customized, with data and campaigns split across multiple systems. Teams lacked unified visibility into members’ journeys and struggled to maintain consistency across channels.
Developer Dependency Limited Agility
Routine website or email updates required IT intervention. This dependency slowed marketing campaigns and hindered the organization’s ability to communicate quickly with members worldwide.
Complex Migration Requirements
With millions of records, dozens of data objects, and a deeply customized SFMC instance, GARP’s migration demanded careful orchestration, advanced automation, and collaboration between multiple technical teams.
Scalability and Team Enablement
GARP needed a system that allowed teams to manage campaigns, workflows, and content autonomously — without relying on developers or administrators.
Christie Alexander
Assistant VP, Project Management + Marketing Operations
Key Deliverables
CRM Migration
Unified more than one million contacts and sixty five thousand companies in HubSpot to create a single reliable system of record.
Automation
Rebuilt twenty one Salesforce Marketing Cloud journeys as HubSpot workflows that remove manual steps and scale engagement.
CMS Migration
Moved more than twenty five hundred pages from Angular to HubSpot CMS Enterprise to support faster updates and global consistency.
Data Architecture
Configured nine total objects with real time syncing to maintain accurate data across teams and systems.
Reporting
Built twenty four dashboards and nine Data Studio reports to deliver complete visibility into performance and operations.
Team Enablement
Trained senior teams and established governance practices that support confident ownership and long term scalability.
The Solution
Mole Street worked closely with GARP’s CIO and senior marketing leaders to deliver a full-scale transformation. The project unified GARP’s CRM, marketing automation, and website within the HubSpot Enterprise CRM Suite.
Three workstreams ran in parallel, bringing together IT, marketing, and membership under one strategy.
CRM Migration and Data Architecture
Mole Street led a complex migration from Salesforce to HubSpot, ensuring data accuracy and continuity across more than one million global member records. The team mapped standard and custom objects, preserved data relationships through a custom field architecture, and enabled real-time sync between systems.
Marketing Automation and Personalization
To empower GARP’s global marketing team, Mole Street rebuilt Salesforce Marketing Cloud journeys directly inside HubSpot. Email templates, lists, and workflows were fully recreated, IP warming was executed, and ongoing reliance on specialized SFMC administrators was eliminated.
Website Migration to HubSpot CMS Enterprise
GARP’s hard-coded Angular site was fully replatformed into HubSpot CMS Enterprise, unlocking marketing ownership of content and campaigns. Thousands of pages, content hubs, modules, and data assets were rebuilt. This removed IT bottlenecks and enabled global content management at scale.
Reporting and Analytics
Custom dashboards, attribution reporting, and connected data views gave leadership clear, real-time visibility into marketing performance, membership activity, and revenue impact — creating alignment across teams and enabling confident decision-making.
Before and After Mole Street
CRM Management
Before
Multiple systems (Salesforce plus SFMC)
After
Unified in HubSpot CRM Suite
Impact
Single source of truth
Website Updates
Before
IT dependent
After
Marketing managed
Impact
Full team autonomy
Email Automation
Before
Complex and manual
After
Streamlined in HubSpot
Impact
Faster campaign delivery
Data Visibility
Before
Fragmented
After
Centralized dashboards
Impact
Real time insights
Global Coordination
Before
Siloed teams
After
Unified workflows
Impact
Improved collaboration
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