BCS Financial

BCS Financial Corporation, a leader in insurance and financial services for the Blue Cross Blue Shield companies and commercial markets across the U.S., relied on Pardot as its primary email marketing platform following Salesforce’s acquisition. While Pardot initially served their needs, the evolving demands of BCS’s marketing team soon revealed its limitations.

Challenge

As BCS Financial’s marketing goals grew, so did their frustration with Pardot. The platform’s complexity and high costs created bottlenecks, making it difficult for the team to execute campaigns efficiently or adapt to new strategies. Manual processes and a lack of flexibility meant that creating, managing, and analyzing campaigns was time-consuming—and the return on investment was diminishing. Recognizing it was time for a change, BCS reached out to Paragon Digital for help identifying and implementing a solution that would empower their team and support their business growth.

Strategy

Paragon Digital started by conducting a thorough review of BCS’s goals, team needs, and existing tech stack. After evaluating several marketing automation platforms, HubSpot emerged as the top choice for its modern features, user-friendly interface, and powerful integrations. As a HubSpot Solutions Partner, Paragon facilitated a direct introduction between BCS and HubSpot’s sales team, providing background information to ensure BCS received a personalized and relevant product demonstration—saving time and eliminating redundant discovery calls.

Once HubSpot was selected, Paragon took charge of the onboarding,  implementation and migration. This included cleaning and importing contact lists, building custom email templates, and integrating HubSpot seamlessly with BCS’s Salesforce CRM, website and existing workflows. By working closely with the BCS team and following a step-by-step migration plan, Paragon ensured a smooth transition without disruption to ongoing marketing activities.

Results

The shift from Pardot to HubSpot delivered immediate and measurable benefits for BCS Financial. The team found HubSpot far more intuitive and efficient—features like active lists, robust automation, and native landing page and form builders significantly simplified campaign management. Personalization was easier, backend clutter was reduced, and prospect management became much more streamlined.

HubSpot’s broad suite of integrations, such as with Zoom, made launching webinars and tracking engagement effortless. The platform’s intuitive design allowed BCS to automate workflows, trigger campaigns based on user behavior, and generate detailed reports—all of which drove greater marketing effectiveness, improved collaboration, and freed up valuable time.

Seamless integration

Increased Efficiency

Better Reporting

HubSpot features like active lists, robust automation, and native landing page and form builders significantly simplified campaign management. Personalization was easier, backend clutter was reduced, and prospect management became much more streamlined.