Migration
Salesforce → HubSpot for 380k contacts
Field mapping, historical activity, and workflow parity delivered in 8 weeks with 0 downtime.
Implementation
A greenfield HubSpot rollout for a Series B
Portal, pipeline, MAP and reporting live in 6 weeks — the CRO shipped a QBR pack the following month.
Managed
Ops-on-subscription for a portfolio of 4 PortCos
One weekly cadence across four HubSpot portals, one comparable KPI pack up to the sponsor.