Industry
IT Service Management
Challenge
Migrating 9 years of Salesforce CRM data, requiring 5 integrations and a full sales process setup in under 6 weeks, with minimal disruption to operations. The client needed a CRM offering a holistic view of all data to gain key user insights.
Results
Pusher migrated from Salesforce to HubSpot in under 6 weeks, with all data intact, effective integrations, and a smooth transition. The Sales team was empowered with full visibility over the sales funnel, enabling accurate forecasting and performance measurement.
Key Service
Salesforce Migration
Switching to HubSpot has made a massive difference to the team. We no longer spend half our day trying to find the data we need - it’s available to us through HubSpot reports. The CRM is really easy to use, and having all the data in one place has made our jobs so much easier. IFT has been a pleasure to work with, supporting and guiding our team throughout the process.
About Pusher
Pusher is a Tech company that provides bi-directional hosted APIs for apps. Their APIs deliver event-based communications, push notifications, and real-time features, offering easy-to-integrate solutions for user updates required by any app event.The Challenge
Pusher approached IFT wanting to migrate seamlessly from Salesforce to HubSpot. The primary challenge was moving 9 years of CRM data and setting up a system that could integrate into various platforms to offer a holistic view of all data for key user insights.
IFT had a strict deadline of 6 weeks to deliver a full migration from Salesforce, including 5 integrations and a full sales process setup, while ensuring minimal operational disruption.
Solution
IFT executed the migration project using a phased approach to ensure the Sales Team could move from one CRM to another with no overlap or double work.
- Salesforce Integration: Used the Salesforce native integration to map data and create contact properties in HubSpot, syncing work while the Sales Team continued using Salesforce.
- Custom CRM Integration: Completed a custom integration for attachments, emails, and historical data, creating a "mirrored" CRM in HubSpot with no downtime.
- Integrations: Integrated the full sales tech stack, including Hull (segments remapping), ZenDesk (support activity), and PandaDoc (quote management).
- Custom API: Developed a custom API using Integromat for the challenging Chargify payment platform integration, pulling customer payment records and subscription plan changes.
- Training: Provided Pusher's Sales Team with comprehensive training sessions on using the HubSpot CRM, enabling them to transition smoothly.
The Results
The project was a huge success, with the migration completed in under 6 weeks. The impact on Pusher's sales processes was significant:
- Holistic View: The team can now view all contact activities (conversations, service tickets, deals, payment status) on a single HubSpot record, eliminating the need to open five different tabs.
- Accurate Forecasting: They can get a snapshot view of their sales funnel immediately and use HubSpot reporting to accurately forecast deals and measure sales performance.
- Transparency: They enjoy full transparency over contact activity in the sales funnel.
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