Case Study: Salesforce to HubSpot Migration and Onboarding

As the marketing landscape evolves rapidly, businesses are constantly seeking ways to streamline their processes and maximize their potential. See how our experience serves as a valuable testament to the power of strategic platform transitions, while showcasing the benefits of the migration and onboarding process for one of our clients, ParFab Companies.

Why Migrate from Salesforce to HubSpot?

Migrating from Salesforce to HubSpot is a decision many businesses make for a variety of reasons. HubSpot's integrated suite of tools and its focus on user-friendliness make it an attractive option for businesses looking to streamline their operations and enhance their marketing and sales efforts.

Streamline Your Marketing and Sales Process

ParFab Companies came to Vested to simplify and streamline their marketing and sales process. HubSpot provides a comprehensive platform that integrates seamlessly with marketing automation tools, social media management, and customer relationship management. By consolidating all of these functions into one system, ParFab will reduce complexity, improve efficiency, and gain a more complete view of their customers' behavior across all channels.

Additionally, HubSpot's lead generation capabilities enable businesses to create targeted campaigns that drive traffic and convert leads into customers more effectively. By migrating from Salesforce to HubSpot, ParFab will be able to unlock new opportunities for growth while reducing costs and improving the overall customer experience.

ParFab also required a way to create an automated job and proposal numbering system. They were previously manually creating these numbers using an excel file referencing the next sequential number. 

1. Vested's Approach
   1. Salesforce to HubSpot Migration and Onboarding
   2. Google Sheets Integration
2. The Results

Know the differences between Salesforce and HubSpot? 

Check out our blog below that gives an overview of HubSpot and Salesforce, pricing differences, and support comparisons.

Vested's Approach

Salesforce to HubSpot Migration and Onboarding

Vested provided ParFab with a comprehensive path to success by thoroughly assessing their Salesforce infrastructure, determining the essential objectives, streamlining data for transition into HubSpot's platform, and training personnel on how to maximize HubSpot tools for growth and optimal customer satisfaction.

1. Audit Salesforce Database

Auditing Salesforce is a crucial step in preparing for a data migration. The audit process involves reviewing all data within Salesforce to ensure that it is accurate, complete, and up-to-date. This includes:

• Evaluating the quality of existing data
• Identifying duplicate records
• Cleaning up any inconsistencies or errors
• Assessing the overall health of Salesforce, including its performance, security settings, and integrations with other systems

By conducting a thorough audit prior to the migration, businesses can identify any potential issues or challenges that may arise during the transfer process and take steps to address them proactively. This helps ensure that all data is accurately transferred to the new system and minimizes the risk of data loss or corruption. Overall, auditing Salesforce is an essential step in ensuring a successful data migration and maintaining the integrity of critical business information.

2. Identify ParFab’s Business Requirements

Before beginning the migration process, we met with the ParFab stakeholders to understand their business needs and goals. This helped us determine which data should be migrated and how it should be organized within HubSpot.

3. Prepare the Data for Migration 

Working with ParFab, we cleaned up duplicates or inconsistencies in the data, as well as exported the data from Salesforce in a format that is compatible with HubSpot.

4. Set Up HubSpot

After preparing the data, we set up the HubSpot account and configured it according to their business needs. This included setting up custom fields, creating workflows, and integrating with other tools such as social media platforms.

5. Migrate the Data

Using the SFDC, we then mapped the fields accordingly and synced the data over to HubSpot using a one way push.

6. Test and Validate

Once the data migrated, we tested and validated that everything was transferred correctly. This included running reports to ensure numbers were adding up correctly and doing popcorn checks throughout different records.

7. Train Users

Finally, we trained all teams that would be utilizing the tool including the finance team, sales team, estimating team, and leadership team.

Google Sheets Integration

Vested was able to streamline ParFab's operations with a comprehensive workflow solution. Using the HubSpot Marketplace to install Google Sheets and Zapier connections, we created automated triggers that could be activated when certain conditions were met - creating an intuitive platform for data tracking and management.

The HubSpot-Google Sheets connector provides businesses with a powerful tool for integrating data between two of their most important systems, streamlining workflows, and improving overall efficiency.

1. Installation and Setup

The first step in using the connector was to install it within ParFab's HubSpot and Google Sheets accounts. 

2. Data Synchronization

Once the connector was set up, data was automatically synced between HubSpot and Google Sheets in real-time or on a scheduled basis. This includes syncing contacts, leads, opportunities, and other relevant data fields.

3. Customizable Mapping

The connector allows for customizable mapping of data fields between HubSpot and Google Sheets, enabling businesses to tailor the integration to their unique needs.

4. Bi-directional Syncing

With the connector in place, data can be synced bi-directionally between HubSpot and Google Sheets, ensuring that both systems always have access to the most up-to-date information.

5. Automation

Finally, integrations enable businesses to automate tasks that would otherwise require manual effort. For example, when a new lead is created in HubSpot, an automated workflow could trigger actions such as adding that lead's information to a designated sheet in Google Sheets.

The Results

After migrating from Salesforce to HubSpot, the data plays a critical role in enabling ParFab to better understand and engage with their customers. Here are some of the benefits they experienced: 

1. Enhanced Customer Understanding 

HubSpot's comprehensive platform brings together data from across the marketing and sales funnel, providing ParFab with a more complete view of their customers' behavior and preferences. 

2. Personalized Customer Experiences

With a more complete view of customer data, it can be used to create targeted campaigns that are tailored to individual customer needs, increasing the likelihood of engagement and conversion. 

3. Robust Reporting and Analytics

HubSpot's analytics tools enable ParFab to track the success of these campaigns in real-time, identifying areas for improvement and optimizing future efforts.

With the Google Sheet integration, ParFab can now use the data to generate comprehensive reports on proposals and jobs that were created and the allocated number to that proposal or job. By leveraging data effectively within HubSpot, ParFab can drive growth, improve customer satisfaction, and stay ahead of the competition.

Interested in Learning More?

Find out what this could look like for YOU and start driving results! As a HubSpot Diamond Certified Agency Partner, our HubSpot Migration and Implementation services can ensure you are using the right tools from the start to reach your goals.

Partner with our team to implement your migration and maximize your full potential.

About Vested Marketing

As a certified HubSpot Partner Agency, we not only understand the benefits of using the inbound marketing platform to increase traffic and engagement, improve SEO, generate leads, design effective websites and boost sales, we know how to make it happen.

We are inbound marketing experts, SEO gurus and top-notch website developers.

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