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Success Stories/
HubSpot to Salesforce Migration ​Success Story

Enterprise B2B Sales Transformation

HubSpot to Salesforce Migration

Migrated to Salesforce, enabling enterprise B2B sales, automation, and integrations.

HubSpot to Salesforce Migration

Business Problems

  • Lacked B2B-style opportunity tracking, enterprise grade forecasting and account-based selling ​

  • Needed deeper marketing-to-sales integration with sophisticated routing, SLA tracking, and lead scoring ​

  • Required deep, bidirectional integrations with enterprise systems (ERP, CPQ, custom apps) ​

  • Account/company-first business model misaligned with contact-centric platform ​

  • Strategic need for long-term scalable enterprise architecture

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Solutions

  • Migrated all operations to Salesforce Sales Cloud with Pardot (Account Engagement) ​

  • Leveraged Salesforce’s out-of-box capabilities for opportunity tracking , forecasting and account-based selling ​

  • Established bi-directional sync with complex lead scoring and automated routing rules with SLA tracking ​

  • Implemented enterprise integrations via Salesforce APIs ​

  • Re-built all marketing forms in Pardot with custom field mapping ​

  • Migrated historical HubSpot data while preserving relationships and attributions

HubSpot
Marketing Cloud Account Engagement
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Benefits

  • Gained enterprise-grade CRM capabilities for complex B2B sales processes ​

  • Enhanced sales productivity with automated workflows and unified customer view ​

  • Achieved sophisticated marketing-to- sales handoff with automated routing and SLA compliance​

  • Implemented advanced lead scoring that automatically prioritizes high-value prospects ​

  • Enabled robust integrations with enterprise systems through Salesforce’s ecosystem

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