Case Study
Increase in Lead Tracking Efficiency
Improvement in Lead Conversion Rates
Enhanced Productivity
Our client is an emerging online medication management and pharmacy provider operating in the dynamic healthcare industry. They handle a large volume of customer information and leads across multiple channels and depend on effective customer relationship management (CRM) to scale their business. The client recognized the need to transition from HubSpot to Salesforce CRM to streamline data management, enhance operational efficiency, and improve lead conversion.
The core challenge was to migrate all customer information from HubSpot to Salesforce while integrating data from other enterprise systems that lacked standardized lead-generation processes. Inconsistent manual data entries across these systems created errors, inefficiencies, and data mismatches, making it difficult for the client to effectively manage their leads.
This data migration posed a complex task due to the large volume of data, which had to remain accurate and usable after the transfer. The goal was not only to merge the data smoothly but also to enable Salesforce to facilitate better lead management and foster personalized customer engagement strategies moving forward.
Minuscule Technologies implemented a strategic, step-by-step migration process using Salesforce’s Connected App and HubSpot Connector Tool. The migration began with no-code integrations to ensure a smooth, mistake-free transition, followed by advanced customizations using Apex Triggers and Salesforce Flows for automated lead conversion workflows.
The goal was not only to move customer data intact but to enhance it, transforming raw data into rich lead opportunities within Salesforce. This structured, staged approach ensured that the migration would cause minimal disruption while simultaneously improving data quality.
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Seamless HubSpot-Salesforce Integration: Using Salesforce’s Connected App and HubSpot Connector Tool, we ensured smooth migration with minimal coding to eliminate the risk of data loss or corruption.
Customized Lead Conversion Processes: Implemented Apex Triggers and Salesforce Flows to create automated lead conversion processes, ensuring accurate identification of opportunities.
Centralized Customer Data Repository: All customer information from HubSpot and other enterprise systems was transferred to Salesforce, creating a centralized repository for easy access.
Improved Data Accuracy with Mandatory Fields: Developed a lead management system requiring mandatory field completion to reduce errors and foster data consistency. A persistent notification system reminded users to fill in incomplete fields, ensuring comprehensive data capture.
Opportunities for Personalized Engagement: With a unified data structure, the client was able to create more targeted engagement strategies and enhance customer retention efforts.
All customer information was consolidated into Salesforce CRM, providing a single source of truth for all departments. This eliminated data silos and improved team collaboration.
With the automated lead conversion processes, identifying and nurturing leads became faster and more precise. The client experienced a 40% increase in lead tracking efficiency and a 20% improvement in lead conversion rates, significantly boosting sales outcomes.
With customer data organized and accessible, the client implemented personalized engagement strategies, leading to higher retention rates and better customer relationships.
The implementation of mandatory fields and automated workflows improved data quality, reduced manual errors, and enhanced productivity by 15%. Employees now spend less time on administrative tasks and more time engaging with customers.
