CRM migrations become much more challenging when there’s a fixed deadline and another CRM needs t...CRM migrations become much more challenging when there’s a fixed deadline and another CRM needs t...
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Stefan Loncar
• 1d
CRM migrations become much more challenging when there’s a fixed deadline and another CRM needs to remain at the centre of the business.
OCF was using Pardot and Mailchimp for marketing, while Salesforce remained the primary CRM for its 15-person sales team.
With the Pardot licence due to expire, I was brought in to migrate the marketing operation to HubSpot Marketing Hub without disrupting Salesforce or losing critical marketing subscription and consent data.
The project covered the full HubSpot implementation — from platform configuration and data migration through to Salesforce integration, consent management, testing and validation.
A key part of the work was making sure HubSpot and Salesforce could operate together effectively, while preserving the data and processes the team relied on day to day.
And there was no room for the timeline to slip: the new environment needed to be fully operational before the existing Pardot licence expired.
The entire implementation was delivered in just five weeks.
OCF finished the project with HubSpot Marketing Hub fully operational and connected to its existing Salesforce CRM, giving the marketing team a modern platform without forcing the sales team to change the system they already depended on.
For me, this project is a good example of why a successful CRM migration isn’t simply about moving data. It’s about understanding which systems need to change, which need to stay, and making sure they work together without disrupting the business.
crmmigrationHubSpotSalesforce
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