Value selling for software & SaaS
Predictable new business for consulting
HubSpot for an agency groupLow team adoption
Manual quoting in Word or Excel, low usage and fragmented data. Every change requires a consultant.
Salesforce to HubSpot Migration
Migrate in weeks, not quarters.
A clear scope and a fixed price. Less work, less administration, fewer tools — and up to 40% lower licence costs, without losing the data and history your team has built in Salesforce.
Book Strategy Call
A clear path from Salesforce complexity to a HubSpot stack.
What costs time and revenue today.
Six-figure licence costs
Sales Cloud, Pardot, Service Cloud and CPQ across multiple invoices — plus a dedicated Salesforce administrator.
Integration debt
Middleware such as Workato or MuleSoft holds the stack together — fragile, expensive and difficult to change.
Today → after
From daily constraint to a dependable revenue system.
Today
- Low team adoption
- Six-figure licence costs
- Integration debt
The shift
Clear decisions, a defined process and outcomes the team can see.
Afterwards
- Less work
- Less administration
- Lower licence costs
How we work together
How the shift is built.
Concept
Outcome
ICP, lifecycle stages, pipeline design, field logic and the integration map are agreed before configuration starts.
Implementation
Outcome
Portal configuration, automations, permissions, data-import schema, native stack integrations and initial reports.
Refinement
Outcome
Deduplication, data-hygiene workflows, field review, up to 40 reports and 3 dashboards, and a governance cadence.
Adoption
Outcome
On-site onboarding week, power-user sessions, a custom video library and documented handover.
RevOps support
Outcome
A fortnightly review, three hours of practical support per month and a 48-hour email response time with a senior HubSpot expert.
What the new operating state delivers.
Less work
Native objects, workflows, sequences and reporting are available directly — without custom code, middleware or waiting for an admin ticket.
Less administration
Most clients run HubSpot with around 0.2 full-time equivalents of administration instead of a full-time Salesforce administrator.
Lower licence costs
For a typical team of 25 sales reps, HubSpot is significantly less expensive than the equivalent Salesforce bundle — before consulting costs.
Fewer tools
Marketing, sales, service, CMS, operations and commerce share one revenue foundation, removing three to six cost items.
Business case calculator
What is switching from Salesforce to HubSpot worth?
Three inputs turn licence, admin and productivity assumptions into an annual business case.
Estimated annual value
Based on the assumptions used in the original SalesPlaybook calculator.
- Licence cost savings Sales, marketing, service and quoting delta
- Admin capacity reclaimed Lower CRM administration overhead
- Productivity value Five percent of revenue-team time recovered
Total annual business case
1.2 months Payback on a CHF 25,000 migration
Model assumptions: Salesforce CHF 2,000 vs. HubSpot CHF 1,200 per CRM seat; quoting on 40% of revenue roles; marketing delta above 10 seats; CRM administration at 1:40 vs. 1:150 seats; 5% productivity uplift.
Pressure-test these numbers →What you actually get.
Concrete deliverables, not a vague scope of work.
- Custom-field and notes audit in week 1, signed off by your RevOps lead
- One-time data cleanup including duplicate detection and merge rules
- Up to 40 reports and 3 dashboards, channel and lifecycle attribution
- 10 tailored 60-minute training sessions
- Written agreement on which history transfers and what is archived
- Optional ERP integration workstream (DATEV, SAP, Odoo) scoped separately
- One quarter of RevOps support with a 48-hour email SLA after go-live
Proof, not promises.
Full marketing, sales and service migration, fixed scope, Salesforce fully retired.
Fixed scope. No hourly model.
Prices are shown as fixed-scope guidance. HubSpot licences are purchased directly by the client where relevant.
Sales Hub Migration
From CHF 11,000
4–6 weeks
1 ICP, 1 deal pipeline, 1 lead pipeline
Book Strategy CallFull Go-to-Market Migration
~CHF 25,000
6–8 weeks
Marketing, sales, service and RevOps — most often selected
Book Strategy CallEnterprise Migration
CHF 40,000+
8–10 weeks
Multiple ICPs, ERP integration and 6–12 months of RevOps support
Book Strategy CallWho this is built for.
- Salesforce renewal in 60–90 days
- New CRO or RevOps leader
- A clear ROI target within 12 months
- 25–500 employees in B2B software
Does this match your situation?
Book Strategy CallFree 60-minute Strategy Call · No pitch · Clear fit / no-fit answer
Questions we get before every engagement.
Do we lose historical data and reports?
No — in week 1 we explicitly agree what carries over 1:1, what gets transformed, and what is archived. You sign off before anything migrates.
How much downtime should we expect?
No full system outage. Typically under 5 working days of partial unavailability spread across the whole migration.
What happens to our Salesforce CPQ logic?
Quote-to-invoice handover is only scoped when it is relevant. When billing is in scope, we design the bridge to your ERP as a separate workstream.
Are we dependent on consultants after go-live?
No. Enablement is built into every phase, not bolted on. Power-user sessions, a video library and documentation mean your team can run HubSpot themselves from day one.
← Back to HubSpot CRM
Part of the system.
This service creates standalone outcomes. Together with the others, it forms the full operating system.
Guides for the decisions behind scalable revenue.
Comparisons, playbooks and calculators for teams that do not want to treat pipeline, HubSpot and sales execution as separate systems.
Group-wide HubSpot: Governance and Leads
One CRM for 5+ portfolio companies rarely fails on HubSpot. It fails on deciding what must be the same group-wide. Operating model, rollout, governance.
How to Choose the Right HubSpot Agency
HubSpot has over 6,000 certified solutions partners. How to pick the one that fits your stack, team size and go-to-market, and what to ask before signing.
Efficient Sales CRM
30+ hands-on HubSpot hacks, 10+ tips for a scalable single source of truth and clear process definitions, from 50+ CRM implementations in 18 months.
Testimonials
What our clients say.
We save approximately €200,000 every year—not only through fewer, better technologies, but also by eliminating complexity and the staffing cost of one full-time role. We can now also see in real time whether we are on course.
Markus BimüllerWorkist
- Service
- HubSpot CRM
- Duration
- Under 3 Months
Our starting point was: help us fill the pipeline until our colleagues ask, ‘How are we ever supposed to work through all of this?’ Then came the aha moment. We realized that we needed to solve a completely different problem—one we did not even know we had. I cannot find a better way to put it: it is fantastic. We now have an automated process, clean qualification, and can see the numbers improving.
Daniel Nitz Experts Inside
- Service
- HubSpot CRM
- Duration
- 3 Months
“Having this clarity now—with complete dashboards, deal size, sales cycle, and conversion rate—is an absolute basic requirement, but openly speaking, we did not have it back then. Now we do. Our rough estimate is that we are closing five times as many deals, with the same deal size and a significantly faster sales cycle.”
Korbinian GuglhoerPerspective
- Industry
- Advertising technology
- Service
- HubSpot CRM
- Duration
- 3 months
Could your company be the next operating system story?
Use a free 60-minute Strategy Call to clarify the revenue constraint, fit or no fit and the right next step. No pitch.
Free · 60 minutes · no pitch · honest fit / no-fit answer and a clear next step
View services & pricing