Sample case study. Illustrative of the work and structure; to be replaced with a real client story.
This is a sample case study illustrating the kind of work HubPilot delivers. Replace it with a real client story once available.
The challenge
A B2B manufacturer had run its commercial operation on Salesforce for several years. It worked, but the cost had crept up, the configuration had grown tangled through years of patches, and the team found day-to-day tasks slower than they should be. Leadership wanted to move to HubSpot, but a migration at this scale is rarely simple.
The complications were real:
- Years of accumulated data, including custom objects, legacy fields and a long tail of duplicates and inconsistent values.
- Integrations that the business depended on, including an ERP feed, a quoting tool and email, all of which had to keep working through the change.
- Reporting and automation logic built up over time, some of it still essential and some of it long forgotten.
- A field sales team that could not afford downtime or a “big bang” cutover that risked losing live deals.
The brief was a migration that lost nothing important, kept the integrations running, and gave the team a cleaner system on the other side, not a like-for-like copy of the old mess.
The approach
A migration like this is as much about discipline as it is about data. Drawing on Enterprise-level experience with both platforms, the work was scoped as a HubSpot migration with safety built in at every step.
The plan ran as follows:
- Audit and decide what travels. Catalogue every object, field, integration, workflow and report in Salesforce, then agree with the business what is genuinely needed. A migration is the best chance you will get to leave the cruft behind.
- Design the HubSpot data model first. Map Salesforce objects and fields to a clean HubSpot structure as part of a deliberate CRM setup, including any custom objects, rather than forcing the old schema across unchanged.
- Clean on the way through. De-duplicate, standardise values and fix formatting during the migration, so the data lands tidy rather than carrying old problems into the new system.
- Rebuild integrations and automation. Reconnect the ERP feed, quoting tool and email, and rebuild the workflows and reports that still earn their place. Test each integration against real records before anyone relies on it.
- Parallel running, then a controlled cutover. Run HubSpot alongside Salesforce for a short window so the team can validate records and confidence builds, then cut over on an agreed date with a clear rollback position.
The outcome
The figures here are illustrative and representative of a migration of this type. They do not describe a specific named client.
A manufacturer going through this process would typically end up with:
- A clean cutover with no loss of important data (the zero-loss figure above being the goal the parallel-running approach is designed to protect).
- All critical integrations, including ERP and quoting, live and verified before go-live.
- A simpler, better-documented CRM that the team finds faster to use day to day.
- Lower ongoing licence and admin cost, with reporting rebuilt around what leadership actually needs to see.
Because the data model was designed deliberately rather than copied across, the business is left with room to grow into HubSpot rather than inheriting another system to untangle in a few years.
What this could look like for you
If a Salesforce migration feels risky because of your data, your integrations or the prospect of downtime, those are exactly the risks a careful, staged approach is built to manage. Every migration is different, so the first step is understanding what you have today. Get in touch and we can map out what a safe move would look like for your business.