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 Launchpad Salesforce
HubSpot Zero data loss
Sales Hub Pipeline & forecast
Marketing Hub Campaigns & nurture
Reporting One source of truth
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 the shift is built.
Every phase has clear deliverables: no open scope, no hourly ambiguity.
Book Launchpad 1
Week 1-2
Concept
Lifecycle, pipeline, fields and integration map are aligned before configuration starts.
2
Week 3-5
Implementation
Portal configuration, automations, permissions, data-import schema and reporting are built.
3
Week 6-7
Refinement
Deduplication, hygiene workflows, dashboards and governance rhythm are validated.
4
Week 8
Adoption
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 LaunchpadFull GTM Migration
Around CHF 25,000
6-8 weeks
Marketing, sales, service and RevOps
Book LaunchpadEnterprise Migration
CHF 40,000+
8-10 weeks
Multi-ICP, ERP integration and extended RevOps support
Book LaunchpadWho 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 LaunchpadFree 60-minute Launchpad · 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.
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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.
Could your company be the next operating system story?
Use a free 60-minute Launchpad to clarify the revenue constraint, fit or no fit and the right next step. No pitch.