Migrated a 5-year-old HubSpot instance to Salesforce without losing a single deal, dashboard, or rep workflow.

The challenge

A growth-stage MarTech company had outgrown HubSpot's reporting and quoting. Their first migration vendor scoped a 9-month project that would have frozen pipeline for weeks. Leadership needed a partner who could move faster without breaking the revenue motion.

The approach

1. 01

   Mapped every active workflow, dashboard, and integration before designing the target Salesforce architecture.

2. 02

   Ran the migration in three parallel streams — data, automation, and reporting — instead of a single waterfall.

3. 03

   Kept HubSpot live in read-only mode for 30 days post-cutover so reps could verify history.

4. 04

   Trained the team in role-based sessions, not generic 'Salesforce 101' decks.

The outcome

• →Cutover completed in 14 weeks with zero pipeline downtime.
• →Quote-to-cash cycle dropped from 11 days to 4 days on the new platform.
• →Adoption hit 95% in week one — measured by logged activities, not seat licenses.