HubSpot implementation. Without breaking the funnel.
HubSpot implementation — from Salesforce, Marketo, Pardot, or scratch — without breaking your funnel. CRM hygiene, lead scoring, lifecycle automation, sales-team training. From $5,999.
Outgrown your current CRM? Productised HubSpot implementation, sales-team training included.
When you migrate to HubSpot.
Three common triggers: (1) spreadsheets-and-Mailchimp brands at $1–5M ARR needing the first proper marketing + CRM consolidation, (2) scaling teams on Salesforce + Pardot where the TCO + complexity outweighs the flexibility benefit (often $5–25M ARR with simpler sales process), or (3) fragmented stack brands running 4–8 disconnected tools (Mailchimp + a separate CRM + a separate landing-page tool + a separate live-chat tool) where consolidation onto HubSpot Sales + Marketing + Service Hubs unlocks unified attribution + lifecycle. We will tell you honestly when HubSpot is wrong — Salesforce often still wins above $25M ARR or for multi-product complexity.
What goes wrong without senior implementation.
CRM that sales does not adopt is debt, not asset. The most common HubSpot failure pattern: marketing implements + sales never trains on it + lifecycle stages drift + lead-scoring decays + 18 months later you spend another $100k re-implementing. Avoiding this requires: data mapping done in week 2 (clean migration is half the project — typical Salesforce instances carry 8–25% duplicates that should not survive migration), 4–6 hours of live sales-team training per cohort, documented playbook + SOPs, recorded session library for new-hire onboarding, plus 30 days of post-launch Slack support for live questions.
How we ship it.
Three productised tiers: Audit + Roadmap ($5,999, 2–3 weeks — CRM audit + sales-process map + lead-scoring review + migration roadmap, standalone deliverable), Full Implementation ($14,999, 6–10 weeks — staged migration + lead-scoring model + 3 lifecycle flows + sales training + 30-day post-launch), and Monthly Retainer ($1,499–$4,499/mo — ongoing optimisation + new flows + CRM hygiene + integration maintenance + quarterly review). Always staged migration — never big-bang. Each stage has a rollback plan if data integrity issues surface during validation. Pairs with our Marketing Automation service for ongoing platform-led work.
Typical results post-implementation.
Three paths. Pick by stage + complexity.
BOTTOM LINE: WE WILL TELL YOU HONESTLY WHICH FITS — RECOMMENDATION DEPENDS ON YOUR STAGE + DATA ARCHITECTURE + TEAM CAPACITY, NOT OUR PARTNERSHIP TIER.
Brands moving to unified marketing + sales.
Salesforce migration
Cost or complexity drove you off SF. HubSpot fits $5–25M ARR cleanly. Migration is staged.
Marketo / Pardot exit
Adobe shutdown of Marketo or Pardot consolidation. We migrate without funnel break.
Greenfield / from scratch
No existing CRM. Stand up HubSpot Marketing + Sales + CMS the right way from day 1.
Multi-product B2B
Multiple products, custom objects, complex lead routing. Implementation done by senior architect.
Audit → architect → migrate → train. Stage migration.
Audit + roadmap
Existing CRM audit. Sales process map. Lead-scoring review. Migration plan.
Architecture
HubSpot architecture: properties, pipelines, lifecycle stages, lead scoring, integrations.
Migration + build
Data migration. 3 nurture flows live. Lead scoring active. Integrations deployed.
Test + train
End-to-end testing. Sales-team training. Documentation handover.
Go-live + monitoring
Cutover. 30-day post-go-live monitoring. Optimisation handover.
What ships in implementation.
CRM architecture
Properties, pipelines, lifecycle stages, custom objects.
Lead-scoring model
Behavioural + firmographic. Decay modelling. Quarterly retraining.
Lifecycle automation
Top 3 nurture flows live. Welcome, MQL→SQL, customer-onboarding.
Integration setup
Salesforce, Stripe, Slack, Zoom, native + custom integrations.
Sales-team training
Sales-side adoption is half the battle. Training + documentation.
Reporting + dashboards
Pipeline + funnel + cohort dashboards. Owned by client.
Audit. Implement. Or run it monthly.
CRM audit, sales-process map, implementation roadmap. Standalone deliverable.
- Existing CRM audit
- Sales process map
- Lead-scoring review
- Migration roadmap
Full migration + lead scoring + 3 lifecycle flows + sales training.
- Audit + roadmap
- Data migration
- Lead scoring + 3 flows
- Sales training
- 30-day post-launch
Ongoing optimisation, new flows, CRM hygiene, integration maintenance.
- Flow building
- CRM hygiene
- Integration maintenance
- Quarterly review
HubSpot questions we get most.
HubSpot vs Salesforce — which is actually better for my company? +
Depends on stage, sales-process complexity, and team capacity. For $5–25M ARR with a single-product or moderately-complex sales process — HubSpot is faster to value, cleaner UI, lower total cost of ownership, and stronger out-of-box marketing automation. For $25M+ ARR with multi-product, complex territory routing, channel partners, or regulated industries (FinTech, HealthTech) — Salesforce often still wins on flexibility and audit-trail strength. We will recommend honestly based on your stage and your data architecture, not our partnership tier.
How long does a Salesforce → HubSpot migration actually take? +
Simple migration (single-product, <50k contacts, 2–4 standard objects, basic integrations): 6 weeks end-to-end. Standard migration (medium complexity, custom properties, 1–2 custom objects, 3–5 integrations): 8–10 weeks. Complex migration (multi-product, multi-pipeline, custom objects, advanced lead routing, 6+ integrations including Stripe + ZoomInfo + Salesloft + custom warehouse): 10–14 weeks. Always staged migration — never big-bang. Each stage has a rollback plan if data integrity issues surface during validation.
Will my Salesforce data migrate cleanly into HubSpot? +
Yes — contacts, accounts, deals, opportunities, activities, custom properties, full history, and email engagement metadata. Data mapping is week 2 of the engagement (after audit + roadmap in week 1) — clean data architecture is half the project. We deduplicate during migration (typical Salesforce instances carry 8–25% duplicate records that should not survive migration), normalise lifecycle-stage values, and map custom-object relationships. Anything that cannot map cleanly gets documented in the data-loss disclosure for your sign-off before cutover.
Do you train our sales team on the new HubSpot workflow? +
Yes — sales-side adoption is half the implementation success. Training is 4–6 hours of live sessions per sales-team cohort (split by role: AE, SDR, sales manager, ops), documented playbook and SOPs, recorded session library for new-hire onboarding, plus first 30 days of post-launch Slack support for live questions. CRM that is not adopted by sales is debt, not an asset — we treat training with the same seriousness as the data migration. Sales-team feedback in week 4 drives any UI / workflow refinements.
Do you implement HubSpot CMS Hub or just Sales + Marketing Hubs? +
Yes — CMS Hub is in scope: landing pages, blog, multi-language CMS, content modules, themes. CMS Hub fits brands that want unified marketing + content + CRM under one platform with marketer-friendly editing. Alternative: keep your existing site (Astro, Next.js, WordPress, Webflow) and integrate via HubSpot Forms + Tracking Code + API; this is what we recommend for content-heavy or design-distinctive sites where CMS Hub flexibility limits matter. We document trade-offs honestly so you pick by what fits, not by what we sell.
Can you handle multi-product, multi-pipeline, or complex sales motions in HubSpot? +
Yes — multi-pipeline (separate pipelines per product line, region, or motion), custom objects (subscriptions, contracts, partner accounts, projects), complex lead routing (round-robin within territory + product + segment), multi-stage approval flows, deal-based forecasting at scale, and product-line-specific revenue reporting are all standard in our implementations. HubSpot Enterprise tier supports most enterprise use-cases now (parity with Salesforce continues to improve quarterly). For deeply custom requirements we build extensions via HubSpot CRM Development tools or paired Salesforce when HubSpot does not fit.
Get an implementation roadmap.
Send your current setup. We'll send back a 2–3 week roadmap audit — what migrates, what gets rebuilt, sales-process map, and a fixed-price quote for the full implementation.