PrizMED sells medical imaging equipment including CT scanners, MRI systems and other specialist medical technology.

Before the migration, we had already been working with PrizMED for around two years, supporting their sales and marketing teams across Salesforce and Pardot. This gave us a good understanding of their existing setup, their processes and how their teams actually used the platforms.

When their Salesforce contract came up for renewal, it was a good opportunity to question whether it was still the right fit.

Their existing setup came with a significant annual software cost, while the marketing team was finding Pardot limiting for what they wanted to do.

Rather than automatically renewing, we helped PrizMED review their requirements across sales, marketing and operations and explore other options.

HubSpot came out as the better fit. It could support the way their teams worked while reducing their annual software costs by more than 75%.

We managed the complete migration from Salesforce and Pardot to HubSpot.

Moving between Salesforce and HubSpot isn't simply a matter of exporting data from one CRM and importing it into another. The platforms structure data, processes and automation differently. A successful migration requires understanding what exists in Salesforce, how it is being used and how that should translate into HubSpot.

Having already worked within PrizMED's Salesforce environment for two years meant we understood both sides of that equation.

We migrated their existing CRM data and built their new HubSpot environment from scratch around the needs of their sales, marketing and operations teams.

Rather than trying to recreate Salesforce inside HubSpot, we looked at each part of their existing setup and determined how it should work within HubSpot. This gave PrizMED a cleaner system built around the new platform rather than carrying unnecessary legacy structure across with it.

We also connected their website and team mailboxes so their wider sales and marketing activity could be tracked within HubSpot.

Finally, we delivered a comprehensive training programme for the sales, marketing and operations teams. This made sure the migration didn't end at launch and that everyone knew how to confidently use the new system.

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PrizMED made the move to HubSpot without losing the data and processes their teams relied on, while ending up with a simpler system that costs significantly less to run.

Salesforce | Pardot | HubSpot