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.

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
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 ordersConnected 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

From Salesforce Frustration to HubSpot Enthusiasm
Boosted User adoption
Before: Teams avoided the CRM, storing critical data in spreadsheets and emails
After: High engagement across departments with teams actively logging activities and customer interactions
Operational Flexibility
Before: Rigid processes forcing teams to work around the system
After: Adaptable workflows designed for actual business needs while maintaining data integrity
Unified Customer View
Before: Fragmented customer data scattered across multiple systems
After: Comprehensive 360° customer view enabling better relationship management and service delivery
Streamlined Sample Management
Before: Manual tracking and frequent miscommunication between sales and logistics
After: Automated sample request process with complete visibility from request to delivery

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