The challenge
After PE backing and a first head of marketing, the company outgrew HubSpot and needed an enterprise migration plus custom workflows and marketing automation — with marketing as a brand-new function.
What we did
- Sales Cloud with a custom Product Instance object for post-sale customer success and lead-to-opportunity workflows
- Full data migration of accounts, contacts, leads, opportunities, tasks, and activities from HubSpot
- MCAE with Engagement Studio nurtures, lead scoring and grading, and preference management
- Integrated tech stack including Chili Piper and Gong, plus CRM Analytics dashboards
The results
The company completed its HubSpot-to-Salesforce migration in 4-6 weeks with under 8,000 accounts moved, clear MQL-to-SQL handoffs, marketing automation, and an integrated revenue stack — on budget.
You guys have got your act together — you’re killing it.
Client, Financial Compliance (RegTech)