The client, a healthcare IT services consulting firm, supports healthcare providers with ERP, HIS, and revenue cycle management solutions. Their...
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.
Key Results
- HubSpot usage increased from 42% to 91%
- Migration achieved 99.7% accuracy with complete preservation of 1.2M activities and deal history
- Average sales cycle decreased from 87 to 72 days
- Cost per MQL decreased 43%, while marketing-influenced pipeline grew from 41% to 68%
- Reduced annual CRM costs by 38%
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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.
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Discover how Agentforce and AI-driven service intelligence can transform your order management and service operations.
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