The challenge
Freedom Heat Pumps faced the challenge of migrating from a complex Pipedrive setup with extensive custom fields and historical data to HubSpot. The tight timeline added pressure to ensure a seamless transition without data loss or workflow disruptions.
The real challenge was understanding how their processes worked in practice, cleaning and structuring the data, and ensuring that the team could start seeing value from HubSpot immediately — all while keeping the migration smooth and manageable.
The approach
Our focus was on process, people, and data:
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Discovery Workshop: Conducted detailed sessions to understand the team's workflows, ensuring the new CRM setup aligned with their daily operations.
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Data Audit & Clean-up: Performed a comprehensive review of existing data to identify redundancies and standardize fields for consistency.
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Managed Migration & Sync: Utilized advanced tools to transfer clean data to HubSpot, ensuring all critical information was accurately captured.
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HubSpot Setup: Customized pipelines, properties, and user permissions to mirror the team's operational needs.
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WordPress Integration: Seamlessly connected website forms to HubSpot for real-time lead tracking.
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Team Training: Delivered hands-on workshops to ensure the team was proficient in using HubSpot's tools and features.
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Ongoing Support: Provided continuous assistance post-migration to address any issues and optimise system performance.
The results
The first phase of the implementation took eight weeks. This approach allowed us to:
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A fully functional CRM system tailored to the team's workflows.
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Immediate utilization of the HubSpot license, maximizing its value.
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A scalable foundation for future automation and marketing integrations.