Salesforce to HubSpot migration specialist - CRM conversion and data migration expert

Switch & Save

Why switch from Salesforce to HubSpot? Australian businesses achieve significant cost savings while getting a CRM that's actually used. HubSpot delivers enterprise features at SMB prices, with 2x the adoption rate and 75% less administration overhead. Our certified migration specialists ensure zero data loss and business continuity.

Comprehensive Migration Services

Data Migration

Tailored to your data complexity
2-4 weeks

Complete transfer of all CRM data with validation

  • Contact migration
  • Company records
  • Deal pipeline
  • Activity history
  • Custom fields
  • Data cleansing

Workflow Recreation

Process-based pricing
3-5 weeks

Rebuild automation and business processes in HubSpot

  • Lead scoring
  • Email automation
  • Sales sequences
  • Approval processes
  • Task automation
  • Notifications

Integration Setup

Flexible integration models
2-3 weeks

Connect HubSpot to your business ecosystem

  • Email integration
  • Calendar sync
  • Accounting connection
  • Marketing tools
  • Custom APIs
  • Webhooks

Training & Adoption

Comprehensive training packages
2-4 weeks

Ensure your team maximises HubSpot value

  • Role-based training
  • Process documentation
  • Best practices
  • Ongoing support
  • Adoption tracking
  • Optimisation

Salesforce vs HubSpot: The Real Numbers

ComparisonSalesforceHubSpotSavingsBusiness Impact
Annual Cost (25 users)Premium enterprise pricingCost-effective solution60-70% reductionSignificant annual savings
Implementation Time6-12 months4-8 weeks80% fasterRevenue impact months sooner
User Adoption40-50% typical80-90% typical2x adoption rateBetter ROI from CRM investment
Admin Resources1-2 FTE required0.2-0.5 FTE needed75% less overheadSubstantial admin cost savings
Training Required40+ hours per user8-12 hours per user70% less trainingFaster productivity

5-Phase Migration Process

Phase 1: Discovery & Planning

1 week
Activities:
  • Salesforce audit
  • Data mapping
  • Process documentation
  • Requirements gathering
  • Migration strategy
Deliverables:
  • Migration plan
  • Data map
  • Timeline

Phase 2: HubSpot Setup

1 week
Activities:
  • Account configuration
  • User setup
  • Pipeline creation
  • Custom properties
  • Team structure
Deliverables:
  • Configured HubSpot
  • User accounts
  • Permissions

Phase 3: Data Migration

2-3 weeks
Activities:
  • Data export
  • Data cleansing
  • Test migration
  • Full migration
  • Validation
Deliverables:
  • Migrated data
  • Validation report
  • Data backup

Phase 4: Process Recreation

2-3 weeks
Activities:
  • Workflow setup
  • Automation build
  • Email templates
  • Report creation
  • Dashboard setup
Deliverables:
  • Active workflows
  • Reports
  • Dashboards

Phase 5: Training & Go-Live

1-2 weeks
Activities:
  • User training
  • Documentation
  • Parallel run
  • Cutover
  • Support
Deliverables:
  • Trained users
  • Live system
  • Support plan

Complete Data Migration Coverage

Core CRM Data

Complexity: Standard
  • Contacts & leads
  • Companies/accounts
  • Opportunities/deals
  • Activities & tasks
  • Notes & attachments
  • Email history

Full history preserved

Sales Process

Complexity: Medium
  • Sales pipelines
  • Deal stages
  • Forecasting data
  • Territory management
  • Quote templates
  • Product catalogues

Adapted to HubSpot model

Marketing Data

Complexity: Medium
  • Campaign history
  • Lead scoring
  • Email lists
  • Form submissions
  • Landing pages
  • Marketing analytics

Enhanced in HubSpot

Custom Configuration

Complexity: Complex
  • Custom objects
  • Custom fields
  • Validation rules
  • Page layouts
  • Record types
  • Approval processes

Recreated optimally

Migration Challenges We Solve

Complex Customisations

Heavy Salesforce customisation with Apex code
Solution: Rebuild using HubSpot native features and workflows

Result: Simpler, maintainable solution

Data Volume

Millions of records to migrate
Solution: Phased migration with archiving strategy

Result: Clean, performant database

Integration Dependencies

Multiple systems connected to Salesforce
Solution: Systematic integration replacement plan

Result: Better connected ecosystem

User Resistance

Teams comfortable with Salesforce
Solution: Champion program and gradual rollout

Result: 90%+ adoption rate

Industry-Specific Migration Experience

SaaS & Technology

Substantial annual savings
4-6 weeks
Challenges:
  • Complex subscription models
  • Multi-touch attribution
  • Product usage tracking
  • Trial conversion

HubSpot Advantage: Native SaaS tools, better product analytics integration

Professional Services

Significant cost reduction
3-5 weeks
Challenges:
  • Project-based selling
  • Resource planning
  • Time tracking
  • Proposal management

HubSpot Advantage: Simpler deal tracking, better email integration

E-commerce & Retail

Meaningful cost savings
4-6 weeks
Challenges:
  • Multi-channel sales
  • Inventory sync
  • Customer segmentation
  • Loyalty programs

HubSpot Advantage: Superior marketing tools, easier segmentation

Education & Training

Educational sector savings
3-4 weeks
Challenges:
  • Student lifecycle
  • Course management
  • Certification tracking
  • Alumni relations

HubSpot Advantage: Better educational content tools, simpler workflows

Fixed-Price Migration Packages

Starter Migration

Starter pricing
3-4 weeks

Essential migration for small teams

  • Up to 10,000 contacts
  • Basic pipeline setup
  • Core data migration
  • Standard workflows
  • 10 hours training
  • 30 days support

Best for: Small teams (<10 users)

Enterprise Migration

Enterprise investment
8-10 weeks

Complex migration with customisation

  • Unlimited contacts
  • Custom object migration
  • Advanced automation
  • Multiple integrations
  • Unlimited training
  • 90 days support

Best for: Large teams (50+ users)

Rapid Migration

Priority service rates
2 weeks

Fast-track 2-week service

  • Priority service
  • Dedicated team
  • Core data & workflows
  • Intensive training
  • Daily check-ins
  • 60 days support

Best for: Urgent migrations

Migration Success Metrics

70%
Average cost reduction
85%
User adoption rate
50%
Faster implementation
60%
Less admin time

Migration Success Factors

  • Executive buy-in and clear communication about benefits
  • Comprehensive data audit before migration begins
  • Parallel run period for confidence building
  • Role-specific training programs
  • Quick wins identification for early adoption
  • Continuous optimisation post-migration

Why Choose Kenomont?

100+

Successful migrations

100%

Data integrity

4 weeks

Average migration

90 days

Post-migration support

Frequently Asked Questions

Most Australian businesses save 60-80% on their annual CRM costs by switching from Salesforce to HubSpot. For a team of 25 users, typical savings range from $50,000-$100,000 annually. HubSpot's all-in-one pricing eliminates many Salesforce add-ons, whilst reducing administrative overhead by 75%. The migration investment typically pays for itself within 3-6 months through cost savings alone.

No, we guarantee 100% data integrity during Salesforce to HubSpot migration. We migrate all your contacts, companies, deals, activities, custom fields, and historical data. Our proven methodology includes multiple validation checkpoints and maintains complete Salesforce backups throughout the process. Most migrations achieve 99.9%+ data accuracy with comprehensive validation reports provided.

Most Salesforce to HubSpot migrations take 4-8 weeks depending on data complexity and customisation requirements. Our phased approach means your sales team can continue working in Salesforce whilst we prepare HubSpot behind the scenes. The actual cutover typically requires just 1-2 days. We also offer rapid 2-week migrations for urgent situations with dedicated resources.

Yes, we specialise in recreating complex Salesforce automation using HubSpot's native workflow tools. Most Salesforce processes can be replicated more simply in HubSpot, often with better performance and easier maintenance. Where direct recreation isn't possible, we design improved processes that achieve the same business outcomes. Our approach focuses on simplification whilst maintaining all critical functionality.

All migration packages include comprehensive role-based training tailored to your team's needs. We provide HubSpot certification preparation, process documentation, and best practices guidance. Post-migration support ranges from 30-90 days including system optimisation, additional training, and adoption monitoring. Most teams achieve 80%+ adoption rates within the first month due to HubSpot's intuitive interface.

Ready to Switch from Salesforce to HubSpot?

Join Australian businesses achieving substantial cost savings with better CRM adoption. Get a free migration assessment including cost analysis, timeline, and ROI projections. Zero obligation, 100% confidential.