Low adoption
Salesforce is powerful, but too many growing teams need admin help for every change.
Salesforce to HubSpot Migration
Migrate in weeks, not quarters.
We move growing B2B software teams from Salesforce complexity to a cleaner HubSpot operating layer with scoped migration, adoption and reporting discipline.
Book Strategy Call
A clear path from Salesforce complexity to a HubSpot stack.
What costs time and revenue today.
High operating cost
Licences, admin capacity and consulting layers create avoidable overhead.
Integration debt
Middleware holds the stack together and makes every process change fragile.
Today → after
From daily constraint to a dependable revenue system.
Today
- Low adoption
- High operating cost
- Integration debt
The shift
Clear decisions, a defined process and outcomes the team can see.
Afterwards
- Less admin drag
- Lower overhead
- Cleaner revenue view
How we work together
How the shift is built.
Concept
Outcome
Lifecycle, pipeline, fields and integration map are aligned before configuration starts.
Implementation
Outcome
Portal configuration, automations, permissions, data-import schema and reporting are built.
Refinement
Outcome
Deduplication, hygiene workflows, dashboards and governance rhythm are validated.
Adoption
Outcome
Power-user sessions, documentation and training prepare the team for go-live.
What the new operating state delivers.
Less admin drag
Native workflows, reporting and objects replace unnecessary custom dependency.
Lower overhead
Most teams can operate HubSpot with much less dedicated admin effort.
Cleaner revenue view
Marketing, sales and success work from one shared data foundation.
Reliable adoption
The migration is designed around how the team actually works.
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
Core sales migration, pipeline and reporting
Book Strategy CallFull GTM Migration
Around CHF 25,000
6-8 weeks
Marketing, sales, service and RevOps
Book Strategy CallEnterprise Migration
CHF 40,000+
8-10 weeks
Multi-ICP, ERP integration and extended RevOps support
Book Strategy CallWho this is built for.
- Salesforce renewal coming up
- New CRO or RevOps leader wants a simpler operating layer
- Clear ROI target within 12 months
- B2B software team with roughly 25 to 500 employees
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
For operating partners, group CROs, CFOs and marketing leads at company groups with five or more portfolio companies. A group-wide CRM rarely fails on HubSpot. It fails because nobody decided what has to be the same across the group and what may stay local. This article is the written version of our webinar on a real case with 5+ portfolio companies: starting position, operating model, rollout in six phases, governance and the place where the value is created.
How to Choose the Right HubSpot Agency
HubSpot’s ecosystem now spans 135 000+ customers and well over 6 000 certified solutions partners worldwide. The platform can run your entire go-to-market engine – yet many companies still pay steep license fees while only scratching the surface of what HubSpot can do. A digital agency can help businesses unlock the full potential of HubSpot by leveraging their expertise and experience with diverse organizational needs.
Efficient Sales CRM
90% of B2B entrepreneurs with 7- and 8-figure annual revenues still don't have an efficient sales CRM – that's why we created the 100% Masterclass with zero barriers:
Get your hands-on CRM guide with this & much more:
- 30+ hands-on HubSpot hacks you can implement right away
- 10+ tips for building a robust and scalable single source of truth
- Clear process definitions using Winning by Design's Bowtie framework
All from >50 hands-on HubSpot CRM implementations over just 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
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