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Swiss mobility SaaS

A CRM migration without data loss

Results

  • 50k+ records migrated, none lost

  • Full team adoption

The situation

Customer data sat in a legacy CRM. There were no shared definitions for the lead lifecycle or the pipeline.

What we changed

  • Migrated 50k+ records from the legacy CRM to HubSpot, with full mapping, validation and QA.
  • Built the lead lifecycle and pipeline.
  • Built quoting and reporting.
  • No data was lost, and the whole team adopted the new CRM.

How we worked

We worked embedded with the team and built directly in their new HubSpot. The setup was documented and handed over to the people who run it.

Contact

Show us where your numbers stop adding up.

Book a discovery call

Prefer email? Write to artem@metrixforge.com

On the 30-minute discovery call

  • Your current setup: CRM, reporting, forecasting and the processes around them
  • Where it breaks, and what it is costing your team
  • Whether we are the right fit, and which service would help first

Afterwards

If it’s a fit, you get a written proposal with scope, deliverables, timeline and fee within 48 hours. If it isn’t, we’ll say so.