HubSpot That Aligns
Marketing, Sales & Service.

Yes — Salesforce to HubSpot migrations are one of our most common projects. The migration covers three workstreams: data migration (contacts, companies, deals, activities, and notes — with deduplication and data cleansing before import), process migration (recreating Salesforce flows, process builder rules, and automation in HubSpot workflows), and user adoption (training and the change management programme that determines whether sales reps actually use HubSpot or revert to their old habits). We run a parallel period where both systems are live so deal tracking continues without interruption. We also design the rollback plan — if something goes wrong during migration, there is a tested recovery path.

HubSpot and Salesforce serve different organisational profiles. HubSpot is best for companies where ease of adoption is critical — the marketing team builds their own campaigns without developer support, sales reps log their own activities without admin coercion, and revenue operations manages the platform without a dedicated CRM admin. HubSpot's all-in-one model means less integration complexity and faster time-to-value. Salesforce is better for organisations with complex customisation requirements — deeply configurable deal workflows, complex approval processes, enterprise governance requirements, and the need for ISV (AppExchange) products that have no HubSpot equivalent. Salesforce requires more investment in administration and development but handles enterprise complexity that HubSpot cannot. We advise organisations on platform selection before implementation and give honest assessments, including cases where we recommend against the platform they approached us about.

A focused HubSpot implementation — one or two Hubs, basic CRM setup, core workflows, and data migration from a simple source — typically takes 6-10 weeks. A full revenue operations implementation covering all five Hubs, Salesforce or other CRM migration, custom reporting, and training takes 3-5 months. The timeline is primarily driven by: data migration complexity (how many records, how much cleaning, how complex the source system), custom integration requirements (how many third-party tools need to sync with HubSpot), and internal decision-making speed (getting sales and marketing leadership aligned on definitions and process takes the most time in most implementations).

Yes — training is included in every implementation engagement because technology adoption is the most common reason HubSpot implementations fail. We deliver role-specific training: marketing team training covers campaign creation, workflow management, email, and reporting; sales team training covers the pipeline, sequences, meetings tool, and deal management; customer success training covers the Service Hub ticket pipeline, CSAT surveys, and the customer health score dashboard. We also train the HubSpot administrator who will manage the portal after we hand over — this person is critical to the long-term success of the implementation and needs to understand the configuration decisions we made and why.

Yes. HubSpot's native integrations cover most common business tools — Salesforce, Slack, Google Workspace, Microsoft 365, Zoom, Stripe, Shopify, and 1,500+ others via the App Marketplace. For tools without native integrations, we build custom integrations using HubSpot's REST API and Webhooks, or via middleware platforms like Zapier, Make (Integromat), or custom development. We assess every integration on three criteria before recommending an approach: data flow direction (which system is the source of truth for each field), sync frequency requirements (real-time vs scheduled), and error handling needs (what happens when the sync fails and how will you know). A poorly designed integration that creates duplicate records or overwrites correct data is worse than no integration — we design the architecture before building.