Case Study: CRM Migration Case Study: From Zoho & HubSpot to Salesforce

Streamlining Customer Data & Workflows for a B2B SaaS Leader

Overview

Client: Mid-size Company
Industry: Cloud Software
Previous CRM: Zoho & HubSpot
New CRM: Salesforce Sales Cloud + Service Cloud
Duration: 6 weeks
Services : CRM Audit, Data Cleansing, Migration, Integration, Training

📌 The Challenge

The client was using Zoho for sales and HubSpot for marketing, resulting in:

Disconnected customer data
Duplicate records across systems
Lack of sales-marketing alignment
Inconsistent reporting & forecasting

They needed to consolidate into a unified CRM to scale operations and enable real-time insights.

🛠️ Our Solution

Phase 1: Discovery & Planning

Stakeholder workshops to map current CRM use
Identified critical data models & dependencies

Phase 2: Data Cleansing & Mapping

Removed 6,500+ duplicate contacts
Created a data dictionary for leads, accounts, opportunities

Phase 3: Migration Execution

Used Data Loader & custom scripts for full migration
Ensured zero downtime with staging environment testing

Phase 4: Salesforce Setup

Customized lead stages, deal flows, email templates
Integrated Gmail, Calendars, and Slack for automation

Phase 5: Team Enablement

Trained 3 departments via live webinars & recorded videos
Created Salesforce onboarding guides

💬 Client Feedback

"Migrating from Zoho and HubSpot to Salesforce felt overwhelming at first, but made it seamless. We saw immediate gains in data clarity, team productivity, and forecasting."
— VP of Operations