From HubSpot
to Salesforce in 4 Weeks
B2B SaaS Case Study

A B2B Analytics SaaS team outgrew HubSpot after closing their Series A. TrueSolv migrated the full CRM to Salesforce in 4 weeks, zero records lost, pipeline visibility up 40%.

Platforms

Sales Cloud

Industry

B2B Analytics SaaS

Country

USA

Challenge

A 25-person B2B Analytics SaaS team in the United States had been using HubSpot to manage their sales pipeline. After closing a Series A round, they realised HubSpot no longer matched the complexity of their deals or the reporting expectations of their investors. Leads were falling through the cracks, forecasts were unreliable, and no one could answer how much was actually in the pipeline with any confidence.

The migration to Salesforce had been on the roadmap for months. What kept it stalled was a clear concern: moving thousands of records without losing history or creating downtime. When the VP Sales joined the company, the project finally had an owner and a deadline.

Dirty CRM data: Duplicate contacts and inconsistent deal fields across HubSpot data.
Process gaps: No standardised opportunity stages or shared definitions across the team.
Lead assignment: Lead routing handled manually, some leads went uncontacted for days.
No reliable forecast: Sales forecasts built in spreadsheets, updated on gut feel.
Migration risk: Risk of data loss or business disruption during the migration window

Solution

TrueSolv delivered a complete Salesforce setup and HubSpot-to-Salesforce migration under the Growth package. The full project, from discovery call to go-live, was completed in four weeks.

Sales Cloud foundation: Designed a SaaS-specific data model in Sales Cloud with custom fields for subscription type, contract value, and trial status. Configured user roles, profiles, and permission sets to match the team structure.
Data migration: Ran a full audit of all HubSpot records before migration. Removed duplicates, normalised field values, and mapped every HubSpot property to the correct Salesforce field. Migrated 5,000+ contacts, companies, and deal records with complete history and zero data loss.
Pipeline standardisation: Defined standardised opportunity stages with clear entry and exit criteria. Built quota targets for each sales rep and surfaced them in a shared dashboard accessible to the VP Sales.
Lead routing and sync: Configured automatic lead routing rules based on account size and territory. Set up email and calendar sync so all outbound activity is captured in Salesforce without manual logging.
Reporting and dashboards: Delivered a real-time pipeline dashboard covering open pipeline by stage, deal velocity, and rep-level performance. Leadership now starts every week with a single, trusted number.