Salesforce to HubSpot CRM migration for Australian businesses

Simpler CRM

Why? Salesforce is a great CRM — for businesses that need everything it offers. But many Australian companies end up paying for complexity they do not need, with adoption rates that never quite recover. We help businesses move to HubSpot cleanly, without losing data or momentum.

Why businesses are switching

Why Businesses Leave Salesforce

It is rarely about Salesforce being bad. It is about Salesforce being more than you need.

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You are paying for features nobody uses

Salesforce is incredibly powerful — but if your team only uses 20% of it, you are paying enterprise prices for a glorified contact list. HubSpot gives most businesses the features they actually need at a fraction of the cost.
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Your team avoids the CRM

If your sales team enters data reluctantly (or not at all), the problem is usually the tool. HubSpot is genuinely easier to use, which means people actually put their data in it.
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You need a dedicated Salesforce admin

When your CRM needs a full-time administrator just to keep running, something has gone wrong. HubSpot is designed for business users to manage without specialist help.
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Simple changes take too long

Need a new field? A workflow change? A new report? In Salesforce, that often means a request, a sprint, and a deployment. In HubSpot, most changes take minutes.

What Gets Migrated

We move everything that matters — your data, your processes, your integrations.

CRM Data

Contacts, companies, deals, activities, tasks, notes, email history, attachments

Sales Process

Pipelines, deal stages, forecasting data, quote templates, product catalogues

Automation

Lead scoring, email sequences, approval processes, task automation, notifications

Integrations

Email, calendar, accounting connections, marketing tools, custom API connections

How It Works

1
Audit your Salesforce

We look at what you actually use — not just what is configured. Most Salesforce instances have layers of unused customisation. We figure out what matters and what can be left behind.

2
Set up HubSpot properly

We configure HubSpot to match how your team actually sells — pipelines, fields, automation. Not a generic setup, but one built around your sales process.

3
Migrate and validate

We move your data across in stages, checking accuracy at each step. Your team keeps using Salesforce until HubSpot is ready and verified.

4
Train and support

We train your team on HubSpot using their actual deals and contacts — not dummy data. And we stick around for 30-90 days afterwards to help with the transition.

CRM migration process from Salesforce to HubSpot

Thinking About the Switch?

Tell us about your Salesforce setup. We'll give you an honest assessment of whether HubSpot makes sense for your business — and what the migration would involve.

Talk to Us