Case study

HubSpot Migration Case Study for FinTech & Financial Services Companies

Download our HubSpot Migration Case Study case study and learn how to accelerate growth with a Hassle-free CRM Transitions.

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Accelerate Growth with a Hassle-free CRM Transition

Discover how our expert team executed a seamless migration from Salesforce to HubSpot, empowering businesses to unlock their sales potential.

This case study highlights the challenges we addressed, the solutions we implemented, and the remarkable impact on sales efficiency. If you're seeking a streamlined CRM transition that maximises performance and boosts revenue, look no further.

Key Highlights:

  • Smooth Salesforce Integration: Leveraging the native Salesforce integration with HubSpot, we meticulously mapped and synchronised data, ensuring a smooth transition. This allowed the Sales Team to continue their operations uninterrupted during the setup phase.

  • Custom Integration for Data Consistency: To mirror the existing CRM in HubSpot, we performed a custom integration that flawlessly transferred attachments, emails, and historical data. Our approach guaranteed data consistency and preserved valuable information.

  • Holistic Sales Insights: Through meticulous data integration and segmentation, we provided a comprehensive view of sales leads, empowering your team with valuable insights and optimising the sales funnel.

  • Seamless Tech Stack Integration: By seamlessly integrating additional tools like ZenDesk and PandaDoc, we streamlined support activities and improved quote management, boosting sales efficiency.

  • Tailored API Development: We developed a customised API to integrate the payment platform used on the eCommerce site. This allowed for smooth payment record synchronisation and streamlined subscription management.

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Our awards and recognition

We’ve won numerous awards for our strategies and campaigns for clients, from HubSpot Impact Awards for marketing, sales and web design, to agency awards in the Financial Services sector.

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