Salesforce → HubSpot Migration

Migrate in weeks, not quarters.

A fixed-scope, fixed-price migration path for B2B software revenue leaders. Less work, fewer admins, fewer tools, and licence costs up to 40 % lower — without losing the data and history your team has built in Salesforce.

Typical go-live4–10 weeks
Technical work we own~80 %
PricingFixed, not hourly
DeliveryDone-with-you
HubSpot Solutions Partner
DACH B2B SaaS specialists
Fixed-scope, fixed-price
4–10 week delivery
The Spike — why this matters right now

You don't have a CRM problem. You have a complexity problem.

The revenue leaders who reach out to us don't want a new CRM. They want one stack, one source of truth, a faster team, and a licence bill that stops climbing. Here's the discovery we run with every migration lead before we scope a project.

1

Pain

Running Salesforce alongside HubSpot — or inside Salesforce alone — is labor-intensive, over-engineered, and rarely delivers the experience your reps and marketers actually need.

  • Manual quoting in Word / Excel
  • Data sync gaps between tools
  • Low adoption, scattered data
  • Every change needs a consultant
2

Impact

Every quarter you wait, cost compounds and your go-to-market team loses speed. A fragmented stack hides pipeline, breaks handovers, and slows the customer journey.

  • 6-figure licence waste per year
  • 0.5–1.0 full-time equivalent admin overhead
  • Delayed reporting & decisions
  • Slower lead-to-cash cycle
3

Critical event

Something forces the decision. It's almost always one of four triggers — and it almost always has a fixed deadline you cannot move.

  • Salesforce renewal in 60–90 days
  • HubSpot partner discount window
  • Funding round & go-to-market rebuild
  • New CRO / RevOps leader
4

Why now

The cost of waiting is real. Each quarter of delay = another quarter of licence overpay, another quarter of admin overhead, and another quarter your team doesn't learn the new system.

  • Licence overpay compounds monthly
  • Dirty data keeps getting dirtier
  • Reps build habits in the old tool
  • Discount windows close
5

Decision criteria

The revenue leaders who move quickly tend to optimise for the same five things — because hourly billing and open-ended scopes are exactly what they're trying to escape.

  • Fixed scope & fixed price
  • Defined migration timeline
  • Management buy-in path
  • Clear ROI inside 12 months
  • Team self-sufficient post go-live
Why HubSpot wins for mid-market B2B SaaS

HubSpot is simpler. That's the whole pitch.

Salesforce was built for enterprises with dedicated admins, consulting budgets, and a 3-year implementation horizon. HubSpot was built for revenue teams who want to sell, not configure. Here's the structural difference in four points.

Less work

Native objects, workflows, sequences and reporting out of the box. No custom APEX, no middleware, no weekly "file a ticket with the admin" waiting game.

Fewer admins

Most of our clients run HubSpot with 0.2 full-time equivalent of admin work — or none at all. Salesforce Enterprise almost always needs a dedicated admin at €70,000–110,000 / year in the DACH region.

Cheaper licences

For a typical 25-rep B2B SaaS team, Salesforce's Sales Cloud Enterprise + Pardot + CPQ + Service Cloud stack costs roughly 2× the equivalent HubSpot bundle — before consulting hours.

Fewer tools

Marketing, Sales, Service, CMS, Operations, Commerce — one hub, one data model. Cut 3–6 line items from your stack and retire the integration debt that came with them.

The real-world licence case

A 25-rep B2B SaaS team — at list price

Based on publicly published 2026 list prices from salesforce.com and hubspot.com. Figures illustrative for a typical 25-user mid-market sales team with marketing automation and basic service requirements.

Expensive
$133,400 / year
Licences + admin, before consulting
Sales Cloud Enterprise — 25 users × $165/mo$49,500
Marketing Cloud Acct. Engagement (Pardot) Growth$15,000
Service Cloud — 5 agents × $165/mo$9,900
Salesforce CPQ — 10 users × $75/mo$9,000
Dedicated Salesforce Admin (~0.5 full-time equivalent)$50,000
Lean
$72,280 / year
Licences + light admin, everything native
Sales Hub Professional — 25 seats × $100/mo$30,000
Marketing Hub Professional (2,000 contacts included)$10,680
Service Hub Professional — 5 seats × $100/mo$6,000
Native quoting & CPQ (included in Sales Hub Professional)$0
Part-time HubSpot admin (~0.2 full-time equivalent)$25,600
Annual savings by moving off Salesforce
$61,120 / year — ~46 % lower
Does not include Salesforce consulting hours, middleware licences (e.g. Workato, Mulesoft), or the integration debt that usually comes with them.
Sources: Salesforce Sales Cloud, Service Cloud, CPQ & Marketing Cloud Account Engagement public pricing pages; HubSpot Sales Hub, Marketing Hub & Service Hub public pricing pages. Admin cost estimates based on 2025 DACH CRM-admin salary ranges (Stepstone, Glassdoor). Figures are list-price illustrative — your number will differ based on seats, contact volume, and negotiated discount.
Build your business case in 30 seconds

Your annual switch-to-HubSpot value

Four inputs. Three savings pillars. One number you can take to the CFO.

Your team, today

Honest numbers in. Honest business case out.

Estimated annual value of switching

Benchmarked from SalesPlaybook migrations + Salesforce & HubSpot public pricing.

1
Licence cost savings
Sales + Marketing + Service + CPQ delta, annualised
CHF —
2
Headcount & admin savings
Salesforce admin full-time equivalent reduction at DACH fully-loaded cost
CHF —
3
Revenue uplift from productivity
5% of rep time recovered × fully-loaded comp
CHF —
Total annual business case
CHF —
payback on the migration fee
Assumptions: Salesforce Sales Cloud Enterprise CHF 2,000 / user / year; HubSpot Sales Hub Professional CHF 1,200 / user / year. Pardot Growth vs Marketing Hub Professional = CHF 5,000 / year delta. Salesforce CPQ on 40% of reps at CHF 900 / user / year (HubSpot quoting included). Service seats at the same Salesforce / HubSpot per-seat delta. Salesforce admin ratio 1 per 40 seats vs HubSpot 1 per 150 seats at CHF 100,000 fully-loaded cost. Productivity uplift: 5% of rep time recovered, valued at fully-loaded compensation. Your numbers depend on negotiated discounts, contact tiers, and adoption quality.
How the SalesPlaybook migration works

Five phases. Co-created with your team. We run ~80% of the technical work.

A "Done-With-You" model. You own the process, the data, and the final config. We bring the playbook, the technical hands, and the sequencing that keeps the business running while the migration happens underneath it.

01
Week 1–2
Concept
ICP, lifecycle stages, pipeline design, ticket flows, integration map — agreed before any config work.
02
Week 3–5
Implementation
Portal config, automations, permissions, data import scheme, native tech-stack integrations, first reports.
03
Week 6–7
Refinement
Dedup, hygiene workflows, field-stack review, up to 40 reports and 3 dashboards, governance cadence.
04
Week 8
Adoption
On-site onboarding week, power-user sessions, custom video library, documentation handover.
05
Ongoing
RevOps support
Bi-weekly Jour Fixe, 3h/month hands-on support, 48-hour email SLA with a senior HubSpot expert.

WK 1–2 Concept phase

  • Customer journey, sales cycle and pipeline design for one ICP
  • Lifecycle stage map, validation rules, exit criteria, SLAs
  • Integration goals, triggers, data flow, sync rules
  • Client effort: 30–45h combined across marketing, sales & service leads

WK 3–5 Implementation phase

  • Portal setup, user roles, lifecycle & pipeline implementation
  • Forms, views, lists, custom properties, role-specific layouts
  • Automations for lead management, nurture & ticket handling
  • Native tech-stack integrations (scheduling, ad platforms, email)

WK 6–7 Refinement phase

  • Data deduplication + hygiene workflows + external tool cleanup
  • Field-stack review and lifecycle transition alignment
  • Up to 40 sales/marketing reports and 3 dashboards
  • Channel & lifecycle attribution reporting setup

WK 8+ Adoption & RevOps

  • On-site enablement week at start of adoption (recommended)
  • Weekly 1:1 Jour Fixe + up to 8 × 60-min power-user sessions
  • Custom video library + full implementation documentation
  • Ongoing: 3h/month hands-on support, 48h email SLA
What actually goes wrong in a migration

The issues and blockers no-one mentions in the sales cycle.

Migrations fail for predictable reasons. We've run enough of them to name each failure mode and the mitigation we apply before it becomes a problem. Full transparency — in the proposal, before you sign.

Risk What typically goes wrong

Dirty data and duplicates at the contact / account level
Years of Salesforce use leave thousands of duplicates, orphan records, and fields that mean different things to different teams.
Critical info hidden in custom fields and notes
Deal context, contract clauses, renewal notes — often buried in text fields that a naive export will flatten or lose.
Historical performance data breaks when lifecycle stages change
Redesigning lifecycle stages and pipelines means some historical conversion metrics cannot be perfectly preserved. Teams often discover this too late.
Legacy licence, role and permissions structure
Over time, everyone becomes a super-admin, and nobody knows which fields are still in use. Carrying that into HubSpot defeats the point of migrating.
Sales and Finance / ERP systems are split
Quoting in Salesforce, invoicing in DATEV / SAP, with manual re-keying in the middle. The migration often exposes this gap for the first time.
Permanent dependency on external admins
Post-migration, teams realise they can't change a pipeline stage or build a report without a consultant. That is the exact trap you're trying to escape.

Mitigation How SalesPlaybook handles each

One-time data cleanup using an external tool — in scope
Duplicate detection, merge rules and a hygiene workflow are included. You get the cleaned dataset before it lands in HubSpot.
Custom field & notes audit in Week 1
We explicitly map every custom field to either a HubSpot property, a note object, or a documented "archive only" target — with sign-off from your RevOps lead.
Explicit agreement on which history carries over
You agree, in writing, to what transfers cleanly and what's archived. No surprises in Week 7. Your historical performance data is documented, not silently dropped.
Redesigned role & licence model, built for Sales + Service
Fresh permissions, role-specific views, lists and dashboards. Your super-admin count goes back to what it should be — typically 1–2 people.
Quote-to-invoice handover designed in the Concept phase
We scope the bridge between HubSpot and your ERP (DATEV, SAP, Odoo, etc.) as a separate line item so nothing goes live half-built.
Enablement is in every phase, not bolted on at the end
Power-user sessions, a custom video library, and documentation handover mean your team can run HubSpot themselves on day one after go-live.
Secure, auditable, fast

Weeks. Not quarters.

A proper Salesforce-to-HubSpot migration takes 4–10 weeks with us. Not a quarter. Not two. Not the 6–9 month timelines you've been quoted by global consultancies. Your business keeps running — no full system downtime, typically under 5 working days of partial unavailability across the whole migration.

Typical migration timeline, by partner
Global SI / consultancy
6–9 mo
Regional Salesforce partner
3–5 mo
SalesPlaybook
4–10 wk
Timelines vary with data volume, custom fields, ERP integrations, and licence activation. Full scope confirmed before signing — no moving targets.
Budget estimates

Fixed scope. Fixed price. No hourly billing.

Benchmarks based on recent scoped engagements. Your final number depends on hub selection, number of integrations, and RevOps support cadence — all confirmed before we sign.

Sales Hub Migration

The core lift: Salesforce → HubSpot Sales Hub, cleanly migrated, with adoption & 3 months of RevOps support.

~CHF 15'000-25'000
4–6 weeks · 1 ICP, 1 deal pipeline, 1 lead pipeline
  • Sales Hub Professional implementation
  • One-time data cleanup with external tool
  • Up to 40 reports + 3 dashboards
  • 10 × tailored 60-min training sessions
  • 1 quarter of RevOps support (48h SLA)
Discuss scope →
Enterprise Migration

Multi-ICP, multi-entity setups with complex ERP / CPQ / custom integrations and multi-month RevOps partnership.

CHF 50'000-150'000
8–10 weeks · Multi-ICP, ERP-integrated
  • Everything in Full Go-to-Market Migration
  • Multiple ICPs & multi-pipeline setup
  • Custom integration scoping (DATEV, SAP, Odoo)
  • Multi-entity portal architecture
  • 6–12 month RevOps partnership
Talk to us →

All prices in CHF, fixed-scope and invoiced against agreed milestones. HubSpot licences purchased by client directly — we'll advise on seat count, contact tier and native discounts.

Free CRM assessment call

Bring your Salesforce instance. Leave with a migration plan.

A senior HubSpot consultant walks through your current Salesforce setup, flags the five biggest blockers for your migration, and outlines a fixed-scope path to HubSpot. No slides, no pitch, no obligation to work with us.

45 minutes · senior HubSpot consultant · zero-obligation