Case Study

Bridgeway Realizes Benefits to Migrating from Salesforce

Challenge

Salesforce Migration

Bridgeway Benefit Technologies needed to migrate their data from Salesforce to HubSpot without compromising the integrity and accuracy of their records or their reporting. With a Salesforce contract expiring, it was critical that No Bounds Digital met an aggressive timeline for migrating data and reports.

HubSpot Setup and Onboarding

As part of the onboarding process, Bridgeway Benefit Technologies required assistance in setting up their HubSpot instance to align with their business requirements. This included configuring custom properties, establishing workflows, and optimizing their sales and marketing processes. During HubSpot onboarding basys acquired another company, ISSI, that provided similar services. This posed a unique set of challenges where they were also going to be operating in HubSpot with their own sales process for the time being.

HubSpot Administrative Training

To ensure a smooth transition and ongoing utilization of HubSpot, Bridgeway Benefit Technologies needed comprehensive training for their internal HubSpot admin who was familiar with Salesforce but new to HubSpot. The training aimed to empower them with the knowledge and skills necessary to manage the platform effectively, including reporting, data management, and automation.

Solution

Salesforce Migration

No Bounds Digital leveraged the SFDC connector to facilitate the migration process. No Bounds Digital conducted a thorough evaluation of Bridgeway Benefit Technologies' data and identified the necessary fields and objects to be migrated. The team ensured a seamless transfer of leads, contacts, accounts, opportunities, and tasks from Salesforce to HubSpot. By auditing and pruning Salesforce data, No Bounds Digital minimized redundant and outdated records, resulting in a clean and organized HubSpot database. No Bounds Digital not only reproduced but enhanced reports required by the board of directors.

HubSpot Setup and Onboarding

No Bounds Digital collaborated closely with Bridgeway Benefits Technologies to configure their HubSpot instance to align with their unique business processes. This included creating custom properties, setting up email and meeting integrations, and implementing personalized workflows. The team worked diligently to ensure that Bridgeway Benefit Technologies' sales and marketing teams could seamlessly transition to HubSpot without disruption. In particular, they had unique needs in how they price their products and services including a base rate, pricing for individual users, and other factors. No Bounds Digital built an automated deal total amount calculated property that accounted for the sophisticated pricing model.

HubSpot Administrative Training

Recognizing the importance of empowering Bridgeway Benefit Technologies' internal HubSpot admin, No Bounds Digital provided comprehensive training sessions tailored to her specific needs. The training covered various aspects of HubSpot administration, including user management, reporting and analytics, custom fields, and deal pipeline management. No Bounds Digital equipped the internal admin with in-depth knowledge and hands-on experience throughout the onboarding project.

Results

Successful Salesforce Migration

Bridgeway Benefit Technologies achieved a seamless transition from Salesforce to HubSpot, with a comprehensive and error-free database migration. The migration process preserved data integrity and associations, ensuring continuity in their business operations.

Enhanced Data Management and Reporting

No Bounds Digital empowered Bridgeway Benefit Technologies to effectively track and manage their sales processes. The implementation of calculated properties facilitated accurate deal amount calculations, including complex pricing models. The team also addressed challenges related to data flow, allowing for more precise reporting and analytics.

Streamlined Processes and Increased Efficiency

Through the HubSpot setup and onboarding process, Bridgeway Benefit Technologies experienced streamlined sales and marketing operations. The customized workflows and automation capabilities enabled them to automate repetitive tasks, saving time and increasing overall efficiency. With a centralized CRM platform, they gained better visibility into their customer journey and improved collaboration between sales and marketing teams.

Empowered Internal HubSpot Admin

The comprehensive training provided by No Bounds Digital equipped Bridgeway Benefit Technologies' internal admin with the skills and knowledge necessary to effectively manage HubSpot. This empowered them to optimize workflows, generate insightful reports, and drive continuous improvement in their use of the platform.