Salesforce to HubSpot Migration: Streamlining CRM for User Adoption

Industry: Industrial Minerals
Company Size: Mid-Market (500-1000 employees)
Services: HubSpot Sales and Service Hubs implementation & Salesforce to HubSpot migration

90% ADOPTION RATE: HOW ARTEMYN SUCCESSFULLY MIGRATED FROM SALESFORCE TO HUBSPOT

When an industrial manufacturer's teams were avoiding their complex Salesforce system, they faced a critical turning point. Customer data was scattered, sales processes were stalled, and growth opportunities were being missed.

After the implementation of their tailored HubSpot solution, Artemyn achieved what seemed impossible: near-universal adoption, streamlined workflows, and a unified 360° customer view that transformed their entire commercial operation.

Boost User Adoption

Improve Business Processes

Enable Cross-Department Collaboration

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The Challenge

What Was Holding ADXpert Back?

ADXpert, a leading occupational consulting firm, was stuck.

Despite offering top-tier services in employee satisfaction and reintegration, their marketing efforts weren't hitting the mark.

Their team had the expertise but lacked the right tools and framework to share it with the world.

Scale & Innovate
Grow & Develop
Cultivate & Benefit

The Challenge

When Salesforce becomes a burden rather than a benefit

When Artemyn separated from its global industrial minerals group, they didn't just gain independence—they inherited a complex, procedure-heavy Salesforce implementation that created daily frustration for their teams. The system required extensive customization and maintenance, and was designed for corporate processes that didn't match how Artemyn's business actually operated. They couldn't afford the productivity loss from a system their teams were actively avoiding. Their situation reflects what we see across many manufacturing companies still using Salesforce:

Low user adoption

One of their main challenges was the fact that their teams were completely avoiding the CRM. They preferred storing critical customer data in spreadsheets and emails. This had to be changed.

Excessive data entry requirements

Another challenge of Artemyn was that excessive data entries were required. This slowed down sales representatives in the field to a large extent.

Fragmented customer information

The last challenge they faced was the fact that Artemyn's customer data was highly fragmented. Furthermore, they was no single source of truth.

Beyond Software: Why HubSpot succeeded where Salesforce struggled

"We needed a more intuitive system that worked the way our business works—not the other way around."

Artemyn recognized that simply replacing one complex CRM with another wouldn't solve their fundamental challenges. After careful evaluation, they chose HubSpot for its user-friendly interface and flexibility, but they needed an implementation partner who could ensure a smooth transition from Salesforce and deliver:

Drive team adoption through intuitive user experience
Simplify processes while maintaining essential data capture
Centralize customer information in one trusted location
Connect sales and service teams seamlessly
Support specialized B2B manufacturing workflows

How we made it happen

Artemyn's tailored solution focused on not just technical migration but complete business transformation:

1. Strategic Salesforce-to-HubSpot Planning

Conducted comprehensive data assessment to identify what to migrate and what to leave behind
Mapped Salesforce objects and workflows to more streamlined HubSpot equivalents
Developed clean data migration strategy to prevent transferring problematic legacy data

2. Tailored HubSpot Implementation

Created multiple specialized pipelines for different service request types (Complaints, Sample Requests, Information Requests)
Designed streamlined sales pipeline reflecting actual sales motion
Built flexibility into every aspect of the system to encourage adoption
Implemented both Sales Hub Enterprise and Service Hub Professional

3. User-Centric Change Management

Trained key users who then became internal champions
Developed step-by-step adoption plan with clear ownership
Created simplified processes requiring minimal data entry
Designed intuitive workflows matching actual business processe

Industry-specific Solution: Custom Sample Management Workflow

We adapted standard HubSpot features to meet Artemyn's specific industrial needs:

Created specialized ticket workflows for sample requests, a critical step for industrial clients before placing orders

Connected sample tickets to sales transactions, providing clear traceability within the sales process

Established a streamlined handoff between sales teams and the logistics department for sample shipping

Built a tracking system to monitor sample requests from initiation to delivery

Leveraged HubSpot's flexibility to accommodate this common manufacturing industry requirement

The Impact

From Salesforce Frustration to HubSpot Enthusiasm

Boosted User adoption

Operational Flexibility

Unified Customer View

Streamlined Sample Management

We worked with Elixir to move from Salesforce to HubSpot, with a few objectives: make a simple, user-friendly, and efficient CRM. All expectations were met, thanks to a great team work with the Elixir team. Our new tool was delivered on time, on budget! Great experience... which is not finished as we are now looking at future steps: SAP integration, Marketing & content, Forecasting, ...

Garnier, A. Customer Experience Director

Take The Next Step

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