The client is a healthcare IT services consulting firm specializing in ERP, HIS, and revenue cycle management. They offer a...
CASE STUDY
Simplifying CRM Operations and Driving Adoption with Salesforce to HubSpot Migration
The client is a privately owned logistics solutions provider serving commercial and government customers. They specialize in simplifying complex logistics challenges through end-to-end services, including engineering support, project management, and customized solutions, ensuring efficient and reliable delivery across diverse locations. Leveraging advanced technology, they prioritize operational excellence while fostering a culture where every voice is valued.Â
Key Results
- HubSpot usage increased from 42% to 91%Â
- Migration achieved 99.7% accuracy with complete preservation of 1.2M activities and deal historyÂ
- Average sales cycle decreased from 87 to 72 daysÂ
- Cost per MQL decreased 43%, while marketing-influenced pipeline grew from 41% to 68%Â
- Reduced annual CRM costs by 38%Â
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Our Expertise and Partnership
As certified consulting partners of the Salesforce and Certinia (FinancialForce) platforms, AblyPro helps organizations unlock greater value from their CRM and Service Cloud environments through AI-driven automation and workflow optimization. Our approach to Agentforce implementation starts with getting the foundation right. We ensure it aligns with the right data and processes, so its capabilities translate into meaningful, day-to-day impact.Â
- 300+ certified expertsÂ
- Agile methodologyÂ
- Reliable long-term solutionsÂ
- Enhanced system performanceÂ
Discover how Agentforce and AI-driven service intelligence can transform your order management and service operations.Â
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We are a partner of TRUST. As a registered Certinia (FinancialForce) and Salesforce partner, we deliver reliable, customized PSA Cloud, FM Cloud (formerly ERP), and Salesforce Service Cloud, Field Service, and CPQ solutions, all under one roof. We help your business improve field service efficiency, simplify professional services automation, increase customer satisfaction, and drive higher ROI.
