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Industry
Healthcare
Challenge
The client needed a seamless Salesforce-to-HubSpot migration to manage contact-level data without adding complexity. They needed a precise data import and an implementation that required minimal training to use.
Results
Orange Marketing delivered a smooth migration, simplifying data management for 50 users with full training. Their expertise empowered the client to manage their CRM independently and efficiently.
Services
Salesforce Migration, Sales Team Training
About the Client
A leading provider of outpatient physical and occupational therapy, the client operates clinics nationwide, offering preventative care, injury rehabilitation, and industrial injury prevention services. Their mission is to enhance patient outcomes through exceptional care and innovative solutions.Background
A leading operator in outpatient physical therapy and occupational rehabilitation needed a solution to bridge its Salesforce platform with HubSpot. The goal was to efficiently transfer critical data into HubSpot for enhanced visibility and usability, focusing exclusively on contact-level information while avoiding unnecessary complexity with company and deal objects.
The company sought a partner who could provide the technical expertise and support to make this transition seamless, with minimal disruption to their ongoing operations. That’s when they partnered with Orange Marketing, a HubSpot Certified Diamond Partner renowned for their expertise in HubSpot migrations.
Challenge
The client’s existing CRM setup required an integration between Salesforce and HubSpot to improve data accessibility and streamline data migration. However, there were several hurdles:
- The need to manually import records without emails to maintain data integrity.
- Ensuring all Salesforce Events were imported to HubSpot as calls and mapped to their respective contacts, companies, and owners.
- Ensuring minimal training was required, with a focus on company- and contact-level data as well as utilization of the Calls tool.
The client also needed a clear plan for setup and ongoing support, including a "train-the-trainer" approach to empower their internal team.
The Solution
Orange Marketing worked closely with the client to implement a tailored solution:
- Salesforce Migration: Orange Marketing facilitated the setup of the Salesforce integration to seamlessly transfer Company and Contact data.
- Custom Data Migration: The Orange team manually imported the remaining records to meet the client’s requirements, ensuring no critical data was lost or mishandled.
- User Training and Support: A dedicated train-the-trainer program prepared the client’s team to independently manage the CRM with minimal ongoing dependency. Orange Marketing also provided support after the migration to smooth over hiccups and answer questions that came up as the team started actively using HubSpot.
The Results
The partnership with Orange Marketing yielded significant improvements
- Efficient Data Transfer: The Salesforce-to-HubSpot migration streamlined the management of over 50 Salesforce seats on HubSpot Sales Starter.
- Simplified Processes: The client’s team gained full control over contact-level data with minimal effort and training.
- Support and Expertise: Orange Marketing’s hands-on approach ensured the client felt supported every step of the way, making the transition successful.
- Cost Savings: We can't imagine how much this client saved from swapping out 50 legacy seats of Salesforce to 50 HubSpot Sales Starter seats but it had to be buckets of money. Their HubSpot Sales Starter seats are $15 / month / seat paid annually.
Their Salesforce seats could have been anywhere from $50 to $100 a month a seat. Between $21K and $42K annually in savings. A 70-85% savings! Welcome to HubSpot!
