Project Name
How Ksolves Helped in Effortless Migration from HubSpot to Salesforce for Scalable CRM Management?
Our client is a leading provider of plagiarism detection and content security solutions. They utilize HubSpot for Customer Relationship Management, but this setup lacks advanced automation and scalability functionalities. They wanted to migrate the existing workload to Salesforce.
Ksolves provided a suitable migration strategy. Our team conducted a smooth data migration to the new platform with absolutely zero downtime. We maintained consistent data integrity by connecting the setup with various external systems and tools.
The client faced multiple CRM migration and integration challenges, requiring an efficient and structured approach.
- Without disrupting system performance, they needed to transfer customer data for 4.5 million contacts, 33,000 tickets, and 391,000 deals. Eliminating operational downtime during migration was their biggest challenge.
- Our client depended on external tools and systems to maintain workflow operations. They needed a migration strategy that connected Salesforce with all these systems.
- After the migration, different user groups of sales and marketing teams required custom training programs to understand how to use Salesforce functionalities.
- The client struggled to restructure HubSpot workflows and automate tasks like lead assignments and deal progression. To reduce manual efforts, they wanted to implement Salesforce Flows.
Ksolves designed a structured migration approach to ensure a seamless transition from HubSpot to Salesforce. Our team focused on secure data transfer with smooth system integrations to enhance workflow efficiency. Here is what we did.
- Salesforce Setup And Customization: We deployed Sales and Service Cloud by configuring over forty custom and standard objects to align with existing business processes. Our team defined team hierarchies and set control permissions with almost thirty user roles to set who can access what data.
- Data Migration Strategy: Migrating millions of records requires a precise strategy. We used Salesforce Data Loader for bulk data transfers and DemandTools to remove duplicates and improve data quality. Our team successfully mapped over 250 fields across contacts and company deals to maintain consistency.
- Integration Execution: The old setup depended on various external tools. We leveraged Salesforce AppExchange to customize APIs for different stems and connect existing workflows with the new setup. We also enabled spontaneous data synchronization across systems like ChurnZeo and Qwilr.
- Automation & Workflow Optimization: We designed Salesforce Flows to automate key CRM processes and reduce manual work. Our team enabled validation rules with field-level security controls to maintain data accuracy. Additionally, we developed custom dashboards to provide accurate insights and track performance metrics.
- Smooth Data Migration: The team transferred 4.5 million contacts, 33,000 tickets, and 391,000 deals without causing downtime and maintaining 100% data integrity.
- Stronger Integrations: Salesforce now works seamlessly with multiple third-party tools. Data syncs spontaneously across all systems to run CRM operations smoothly.
- Faster Processes with Automation: Lead assignments and deal progression workflows now happen automatically. It reduced manual effort requirements by 60%.
- Better User Adoption: Teams across Sales, Marketing, and Operations quickly adapted to Salesforce with custom training designed for their specific work functions.
- Predictive Insights with Reporting: The client now has custom dashboards that provide advanced data analytics by tracking team performance and spotting customer behaviors.
Ksolves successfully migrated the old CRM setup from HubSpot to Salesforce with zero downtime. Expert Salesforce consultants prepared a suitable data migration strategy to transfer customer contacts and business data to Salesforce. The professionals developed custom APIs to integrate and connect third-party tools with Salesforce. They utilized the diverse Salesforce ecosystem to create a scalable solution that improved data integrity and streamlined workflows with automation.
Migrate Your CRM Setup to Salesforce with Our Scalable Salesforce Migration Services!
