The Problem
We started by taking a close look at the client’s existing tools and systems. The aim was to understand not just what they were using, but how each tool was helping or holding back their daily work. This gave us a clear picture of where the gaps were and how those gaps were affecting collaboration between teams.
From there, we explored which technologies would work best for the kind of setup they wanted. We needed something that could bring their sales, marketing, and onboarding teams into the same environment and make it easier for them to share information. Once the right tools were identified, we created a migration plan that would move their data into the new system without disrupting ongoing work.
We then shifted their entire tech stack into the HubSpot ecosystem. This gave them one place to manage different parts of the business while keeping the process simple for the teams who would use it every day. We set up Marketing Hub, Sales Hub, and Service Hub so that all departments could work in sync.
To strengthen their marketing and sales efforts, we also added ZoomInfo, which allowed them to access richer lead data and reach the right prospects more effectively.
With the tools in place, we mapped out a clear action plan which included key milestones, timelines, and responsibilities so that everyone involved could see the progress being made and understand how it connected back to their goals.
Once we had a complete understanding of the client’s needs and the challenges they were facing, we moved on to building a step-by-step plan for implementation. The goal was to roll out the new systems in a way that would feel natural to the teams, without disrupting their ongoing work.
We broke the plan into clear phases, starting with smaller changes that would be easy to adopt and then moving toward the more complex integrations. Each phase had defined milestones so the client could track progress and see tangible results along the way. This approach also gave teams time to adjust to each change before introducing the next one.
By keeping communication open and the timeline structured, we were able to ensure that every stage of the implementation was smooth, predictable, and fully aligned with the client’s day-to-day operations.
The migration strategy was centered on leveraging native integration capabilities, ensuring a smooth transition of data from Salesforce to HubSpot, thus preserving data integrity and streamlining the entire process.
Here is how we went about mapping the objects between SFDC and HS.
After the successful implementation of the new system, the outcomes were remarkable.
With the new setup in place, the client’s sales, marketing, and onboarding teams could work from the same source of truth. Information that was once scattered across different systems was now accessible in one place, which made everyday tasks faster and far less error-prone.
Centralized analytics gave leaders a clear view of how each team was performing and where opportunities for improvement existed. The integration also transformed lead management. The sales team could easily see detailed marketing data for each prospect, helping them focus on leads most likely to convert.
Automated follow-ups and smarter use of marketing channels kept potential customers engaged and moved them through the pipeline more efficiently.
Apart from the operational gains, the shift had a direct effect on customer experience. Clients were getting faster responses, more relevant communication, and a smoother journey from first contact to onboarding.
If your teams face similar challenges, we can help you bring them together under one integrated system.