Hubspot

Migration to HubSpot Bringing Clarity Across the Entire Funnel

Our client develops a successful platform that helps companies automate accounting, manage corporate expenses, and simplify financial processes. By digitalizing administration and integrating with existing tools, it makes it easier for teams to keep track of finances without the usual administrative hurdles.

Marketing

The Challenge

The client came to us with the need to select a new CRM, as their existing Pipedrive was no longer sufficient for the demands associated with the company's growth. The goals were to:

  • Connect marketing and sales activities within RevOps. 
  • Select a CRM that supports scaling and further development. 
  • Streamline and unify key processes across teams. 
  • Increase visibility across the entire customer journey (Lead Generation → Sales → Customer Success). 
  • Improve data quality and reporting for better decision-making. 
ChatGPT Image 13. 7. 2025 16_19_33 1-2

The Solution

  • 1. Mapping the Situation and Defining Needs

    We mapped the current setup in Pipedrive and, together with the client, specified the requirements for the new CRM with regard to planned scaling and automation. Based on this, we prepared the specifications and groundwork for selecting the right solution.

  • 2. Selecting HubSpot as the Target CRM

    We compared the available options and recommended HubSpot as the most suitable platform for their needs. Subsequently, we prepared a migration plan and data structure so that the transition would occur without any loss of information or continuity.

  • 3. Migration From Pipedrive to HubSpot

    We performed the migration of records and settings—contacts, companies, deals, pipelines, automations, and communication history. This also included the transfer and verification of data relationships, along with basic post-migration validation.

  • 4. Setting Up Automations in HubSpot Workflows

    We designed and set up automations directly within HubSpot, such as automated emails, internal notifications, and cross-object data synchronization. 

  • 5. Reporting, Support, and Team Training

    We prepared reporting dashboards for sales, marketing, and management. At the same time, we provided ongoing support, consultations, and training to ensure the team could use the new CRM effectively and continue to develop it. 

The Result

 The client successfully transitioned to HubSpot CRM, gaining a unified environment for managing marketing and sales activities. 
GA4

A CRM Ready for Scaling

Marketing Automation

Better Overview of Processes

Revenue Operations

Alignment of Sales and Marketing

Website analytics

High-Quality Data and Clear Reporting

Conclusion

This collaboration demonstrated the importance of choosing the right CRM and thoughtfully setting up processes right at the growth stage. Thanks to the transition to HubSpot and the gradual fine-tuning of processes, the client now has a solid foundation for further development and better collaboration across marketing, sales, and other teams.

The project confirmed that a combination of a strategic approach, technical implementation, and ongoing support is the key to a long-term, functional CRM solution.
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