The client, a U.S.-chartered global financial institution, specializes in distributing U.S. dollars, Euros, and other currencies. Committed to improving customer...
CASE STUDY
Simplifying CRM Operations and Driving Adoption with Salesforce to HubSpot Migration
Managing a CRM migration without disrupting live operations is one of the most complex transitions a business can face. For this client, years of customization had left Zoho CRM fragmented including overlapping fields, inconsistent modules, misaligned revenue reports, and automations that couldn’t transfer. Sales, marketing, and leadership were working from different data, and the system had outgrown its ability to scale. AblyPro led the end-to-end migration from Zoho CRM to HubSpot- restructuring data, rebuilding automations, aligning financial integrations, and delivering a unified platform ready for growth.
The migration was complete, clean, and uninterrupted with zero data loss,and zero downtime.
Key Results
- CRM data cleaned, consolidated, and standardized across all teams
- 11,200 contacts, 8,500 companies, and 14,300 deals migrated-zero data loss
- Automations rebuilt natively in HubSpot, simpler logic, faster execution
- Full revenue visibility retained without overloading the CRM
- Single source of truth for pipeline, revenue, and marketing performance
- Faster adoption driven by streamlined workflows from day one
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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.
- 300+ certified experts
- Agile methodology
- Reliable long-term solutions
- Enhanced system performance
Considering a CRM migration or looking to get more from your existing platform? Let’s talk about what the right foundation looks like for your business.
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About AblyPro
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.
