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When Salesforce no longer fits

Many teams move away from Salesforce for good reasons. Complexity, cost, and maintenance are common triggers. The challenge isn't the decision to move. It's moving without breaking what already works. Historical data must be preserved, pipelines need to stay accurate, and teams rely on existing processes.

reporting inaccuracy

Historical data must be preserved

Years of customer history, deal progression, and activity records live in Salesforce. Losing context means losing institutional knowledge.

Pipelines chaos

Pipelines need to stay accurate

Active deals are in motion. Migration can't disrupt forecasting or cause deals to stall while you figure out the new system.

Lots of manual work

Reporting continuity matters

Leadership relies on specific reports and dashboards. After migration, they need to see the same metrics without waiting weeks for reconstruction.

HubSpot used differently

Teams rely on existing processes

Your sales team has workflows, automations, and integrations that make their day work. Migration can't force them to start from scratch.

Leadership questions unanswered

Risk of copying problems

Your Salesforce instance has years of accumulated issues. Migration is a chance to clean up - but only if done intentionally.

Broken Automations

No room for downtime

Revenue operations can't pause for weeks during migration. The business continues regardless of what's happening in the CRM.

What the Migration Sprint does

The Migration Sprint is a structured move from Salesforce to HubSpot with a clear scope and sequence.

We focus on: Moving the right data (not just all data), rebuilding pipelines in a practical way, preserving reporting logic where possible, and cleaning up along the way instead of copying issues.

The goal is simple: A clean start in HubSpot without losing business context.

Delivered in 6-12 weeks.

 

What the Migration Sprint does (1)

What's included in the migration sprint

audit-1

Migration planning

  • Current state assessment of Salesforce
  • Field and object mapping
  • Data model alignment for HubSpot
  • Migration scope definition
  • Risk assessment and timeline
audit-2

Data migration

  • Contacts, companies, and deals
  • Historical activity where relevant
  • Data transformation and cleanup
  • Validation and quality checks
  • Duplicate detection and merging
audit-3

Pipeline and process setup

  • Pipeline reconstruction in HubSpot
  • Deal stages and lifecycle logic
  • Ownership and routing rules
  • Core automation workflows
  • Email sequences where needed
audit-4

Reporting continuity

  • Recreation of key reports
  • Critical dashboard rebuild
  • Metric validation against Salesforce
  • Forecast reporting setup
audit-5

Integration coordination

  • Assessment of current integrations
  • HubSpot replacement recommendations
  • Critical integration setup and testing
audit-6

Team enablement

  • Admin training on HubSpot
  • Team onboarding sessions
  • Documentation and quick guides
  • Go-live support

We collaborate with companies all around the world

How it works

Weeks 1-2- Discovery and design Weeks 3-4- Mapping and validation Weeks 5-6- Test migration Weeks 7-12- Final migration and go-live Timeline- 6 to 12 weeks Post-migration support included for 2 weeks

What failed migrations cost you

Lost productivity

Without structure, teams lose 30-40% productivity for 2-3 months while figuring out the new system and fixing data issues.

Data quality issues

Poor migration means copying 100% of Salesforce's problems into HubSpot - duplicates, bad data, broken relationships.

Revenue disruption

Chaotic migrations add 15-20% to sales cycle time while teams work around system issues and missing functionality.

Reporting gaps

Without planning, leadership operates blind for weeks or months while someone rebuilds dashboards from scratch.

Failed integrations

Uncoordinated migrations break critical tools, forcing teams into manual workarounds that persist long after migration

Team resistance

Chaotic migration kills trust in the new system before teams even start using it - adoption suffers permanently.

Pricing

Migration Sprint pricing
Starting from $12,000

Fixed-scope 6-12 week migration. Final pricing depends on:

  • Total record volume
  • Number of custom objects and fields
  • Pipeline and process complexity
  • Integration requirements
  • Reporting complexity
  • Team size and training needs
Typical engagement levels:
Essential
Starting from $12,000

Straightforward setup, under 50K records, standard objects, basic pipeline, core reporting.



Standard
Starting from $25,000

Moderate complexity, 50K-200K records, some customization, multiple pipelines, integrated reporting.



Premium
Starting from $40,000

Complex instance, 200K+ records, extensive customization, multiple business units, sophisticated reporting, many integrations.

ROI shows immediately

Lower CRM costs, faster performance, easier adoption, and elimination of Salesforce complexity typically deliver 3-5x ROI in year one.

Talk to us now

Frequently Asked Questions

How much downtime will we have?
What happens to Salesforce after migration?
Can we migrate in phases?
What about custom Salesforce objects?
Will our integrations work in HubSpot?
How do we handle active deals during migration?
What happens to Salesforce automation?
Do we need to clean Salesforce data first?
What if something breaks after go-live?

Why WX for Salesforce migration

Group 35642

Migration specialists 

We've migrated hundreds of companies from Salesforce and other CRMs to HubSpot. We know what breaks, what's essential, and how to move fast.

Group 35782

HubSpot platform experts 

HubSpot Platinum Partners. We build HubSpot properly from day one, not recreate Salesforce in HubSpot.

Group 35793 2

Business continuity focus 

Migration happens around your revenue operations, not instead of them. Your business keeps running.

Group 35795 2

Clean slate approach 

We don't just copy everything. We use migration as a reset to simplify and eliminate accumulated issues.

lead-allocation

Full-service execution

Strategy, data migration, process rebuild, reporting, training, support - complete end-to-end service.

This is a good fit if

On-brand quote templates

Salesforce no longer supports how you work or costs too much

 

Custom deal fields

You want structured, guided migration to HubSpot

Display what’s needed

Data continuity and business context matter

Dynamic terms & conditions

You prefer expert-led migration over DIY

Migrate products

Leadership wants a clean, professional transition

Hubspot Scaling

You're committed to HubSpot (not just testing)

Move platforms with confidence

A CRM migration is a big step. It deserves structure, experience, and careful execution.


Start your move to HubSpot the right way - with a team that's done it hundreds of times.


6-12 weeks. Complete migration. Minimal disruption.

 

 

Your migration team

Martjin
Martijn van Dooren

CEO

WX Agency
Melvin
Melvin Heinsius

COO

WX Agency
Ruben Brouwers
Ruben Brouwers

Lead of RevOps &
Commercial Growth

WX Agency
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