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Case Study: HR & Staffing Company

HubSpot Implementation & Salesforce Migration

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Industry

HR & Staffing, Career Coaching

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Services

Salesforce to HubSpot Migration, Workflow & Pipeline Automation, Custom Round Robin Application

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Software

HubSpot,
Salesforce, Sakari SMS

OVERVIEW

Transitioning from Salesforce to HubSpot for Simplicity, Visibility, and Growth

This career coaching agency serves director and C-suite-level professionals seeking new opportunities. Their Salesforce CRM had become overly complex, hard to manage, and lacked integration with their ad platforms. The client needed a more transparent and efficient system to align sales and marketing, automate manual work, and provide reliable visibility into performance.

Partnering with ManoByte, they selected HubSpot to simplify their tech stack. ManoByte guided the full CRM transition, including data mapping, automation setup, and team training — delivering a complete HubSpot implementation built for scale.

Technology Stack and Integrations
  • HubSpot Sales Hub Enterprise
  • HubSpot Marketing Hub Pro
  • HubSpot Service Hub Pro
  • HubSpot Operations Hub Pro
  • Salesforce (Legacy CRM)
  • HubSpot for WordPress
  • Sakari SMS

Challenge

The company faced key limitations with its existing CRM setup:

Complex, Clunky Systems: Their CRM was difficult to manage and underutilized.

Lack of Transparency: Sales and marketing activity was hard to track and report on.

Disconnected Workflows: No integration with paid ad campaigns or web forms.

Manual Routing & Process Gaps: Lead assignment lacked structure, causing delays.

THE SOLUTIONS

A Full-Scale CRM Migration and Automation Plan Built for Growth

ManoByte provided a tailored strategy to transition platforms, automate workflows, and optimize lead routing:

Analyzed current operations and mapped data fields between Salesforce and HubSpot.

Designed a deal pipeline tailored to the client’s sales process for better forecasting and tracking.

Used HubSpot’s native integration from the App Marketplace to migrate data securely.

Extended HubSpot’s rotate owner feature to assign leads in the American territory based on weighted percentages.

Built automations for routing leads and creating deals across multiple lead source channels, including paid ads and website forms.

Delivered personalized training sessions and 30 days of post-launch support.

PROVEN PROCESS

The ManoByte  Methodology®

The success of this project can be attributed to The ManoByte Methodology®, which includes six detailed and structured phases:

Strategy (1)

Strategy

Outlined goals, mapped Salesforce data, and created a project roadmap.

Configuration

Configuration

Customized HubSpot CRM, pipelines, and reporting dashboards.

Change Management

Change Management

Trained stakeholders and built internal documentation.

Development

Development

Built automations and custom Round Robin lead routing logic.

Implementation

Implementation

Migrated Salesforce data and launched workflows.

Rollout (1)

Rollout

Deployed the system with 30 days of support and performance optimization.

Case Study_ HR & Staffing - Salesforce Migration 3

IMPLEMENTATION PROCESS

Executed in Phases Over 26 Weeks for Seamless Adoption

Steps involved in the implementation process:

Collaborated on goals, mapped migration plan, and aligned on timelines.

QA on data integrity, workflows, and form-to-deal functionality.

Customized HubSpot and migrated all relevant Salesforce data.

Provided enablement materials and live user training.

Built routing logic, deal automation, and the custom Round Robin assignment tool.

Rolled out the new system and provided ongoing support.

KEY METRICS

Real-Time Insights to Drive Strategy

HubSpot allows the client to report on ad metrics, such as:

Custom Dashboards: Sales reps can now monitor assigned deals and activity through role-specific dashboards.

Ad Campaign Reporting: Track clicks, cost per contact, and platform performance across all paid campaigns.

Workflow Efficiency: Automated routing and deal creation across all lead sources.

Case Study_ HR & Staffing - Salesforce Migration 2

THE RESULTS

Smarter Systems. Clearer Visibility. Stronger Sales & Marketing Alignment.

The transition to HubSpot empowered the team with tools and insights that improved efficiency, alignment, and ROI across the board.

Success Highlights:

Replaced Salesforce with a user-friendly, all-in-one HubSpot system.

The custom Round Robin app ensures fair, automated lead distribution.

Clear visibility into sales and marketing activity with better reporting.

Eliminated third-party tools like Calendly by using HubSpot’s built-in Meetings feature.

HubSpot now receives leads from website forms and ad campaigns in real-time.

Learn About Our CMS Hub Services

ManoByte can help you redesign your website by leveraging the HubSpot CMS.

Stars

Absolute Top-Notch

Services provided: Marketing & Sales Onboarding

   What a pleasure to work with the knowledgeable and friendly people at ManoByte! They are true experts in all things HubSpot and really helped our organization hit the ground running, in an otherwise overwhelming process. We can’t recommend them highly enough!!  

- Jen Falcone | Staffing Recruiting | 51 to 200 employees

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