At a glance
- Industry
- Financial Compliance (RegTech)
- Platforms
- Salesforce Sales Cloud, Salesforce Marketing Cloud, HubSpot, Chili Piper, Gong Practice Overview
- Service
- Migration
- Results
- 4-6 wks hubspot→salesforce migration
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
- Account Engagement 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)
Does this sound like your team?
- Your new marketing leader wants lead scoring, nurture programs, and clean handoffs, but the current CRM’s workflows can’t model your sales process.
- Customer success tracks which product each client has deployed in a separate sheet, because the CRM stops caring after a deal closes.
- Meeting scheduling, call recording, and CRM data don’t connect, so reps copy notes between tools and revenue reports disagree.
Where we would start
Start by defining the funnel you want before moving any data: lead stages, what makes an MQL and an SQL, and who owns each handoff. Those definitions shape the object model, including any post-sale object for deployed products. Then plan the migration object by object, from accounts through activities, and test a sample load. Marketing automation and connected sales tools are configured against that settled structure.