You're stuck in Salesforce's bloated maze, watching your sales team drown in complexity while revenue leaks through the cracks. At Forbidden, we've seen it time and again: businesses ditching Salesforce for HubSpot's streamlined power, but only when a sharp agency like us handles the switch do they actually hit escape velocity on growth.
Salesforce promises enterprise muscle, but it delivers admin nightmares and adoption black holes that kill productivity. HubSpot flips the script—intuitive, all-in-one CRM that aligns sales, marketing, and service without the £100k+ annual bloat on customisations and add-ons.
Real talk: if your team's spending more time fighting the tool than closing deals, migration isn't a nice-to-have—it's your revenue lifeline.
We kick off with a no-BS audit of your Salesforce setup—no fluff, just hard facts on data quality, custom objects, workflows, and integrations. Unlike vanilla consultants who rubber-stamp, we call out the junk: duplicates inflating your database by 20-30%, zombie automations wasting cycles, and fields nobody uses.
Our team maps every object—Leads become Contacts, Accounts to Companies, Opportunities to Deals—flagging gaps like activity history limits or attachment headaches early. This isn't box-ticking; it's surgery to excise waste before it poisons HubSpot.
At Forbidden, we use phased exports—Companies first, then Contacts/Deals—to preserve links, dodging the classic association breaks that tank reporting. Backups? Triple-checked, because one lost deal kills trust.
Forgetting assets is migration suicide. We recreate users/permissions, lists, reports, campaigns, emails—tailored to HubSpot's native power, not Salesforce hacks. Automations? We rethink them for speed, slashing setup from weeks to days.
Integrations get a revamp too—ditching brittle third-parties for HubSpot's 1,700+ ecosystem or our custom API wizardry. Result: your ops team focuses on revenue, not firefighting.
Post-migration, we hammer QA: record counts, workflows firing, reports matching. Parallel run Salesforce read-only for 2-4 weeks catches edge cases. Training? Hands-on, role-specific—no generic videos.
Cutover hits on your quietest window, with hypercare monitoring adoption metrics. We've clocked 100% uptime on switches handling 500k+ records.
Ready to bin Salesforce's drag and supercharge your pipeline? Contact Forbidden today and we'll show you the wins waiting to happen
Want to experience HubSpot the Forbidden way? Book a free consultation today and see why we’re the fastest to Elite status.