HubSpot Migration for VerseOne

SolutionPartnerTierBadges_FINAL_DIAMOND_CREAM - Resized

In just three weeks, we helped VerseOne move from Salesforce, unite their teams in HubSpot, and unlock a faster, smarter way to scale.
home4

Uniting Sales and Marketing with a Seamless Salesforce-to-HubSpot Migration

VerseOne is a leading UK-based SaaS provider specialising in digital experience platforms for organisations in the housing, healthcare, and commercial sectors. Their technology empowers teams to deliver personalised, accessible, and data-driven digital experiences for their customers.

As the business scaled, VerseOne’s sales and marketing operations had become split across two systems; Salesforce for sales and HubSpot for marketing. This created data silos, inefficiencies, and misalignment between teams.

Their goal was clear: migrate fully to HubSpot to unify their go-to-market teams, reduce technology costs, and create a single source of truth for all customer and revenue data.

Logo - VerseOne

VerseOne

The Challenge

smallpinkcircle

Bringing sales and marketing together under one roof

VerseOne were looking to migrate from Salesforce to HubSpot,  primarily to reduce costs and optimise how their teams worked together.

At the time, their marketing team were using HubSpot, but the sales teams were still in Salesforce, creating disconnects in data visibility and collaboration. Although some data syncing existed, it wasn’t complete, and VerseOne wanted to retain everything from Salesforce, not just partial elements.

The brief was clear: deliver a full migration within a tight timeframe, without disrupting operations or losing critical data.

VerseOne

What we did

From proof of concept to full migration in three weeks; We approached the project with speed, structure, and precision, balancing VerseOne’s aggressive timeline with the need for complete data integrity.

  • 1

    Proof of concept and planning

    We started by testing a third-party migration tool to validate it could handle a full Salesforce-to-HubSpot migration within the required timeframe. Once the proof of concept was approved, we worked closely with VerseOne to define the migration scope, priorities, and cadence.

  • 2

    Detailed data mapping

    Together with the VerseOne team, we ran collaborative data mapping sessions to ensure every object, field, and relationship from Salesforce was accounted for, from contacts and companies to tasks, notes, and attachments.

  • 3

    Test environment and validation

    We built a replicated HubSpot test environment and connected it to Salesforce’s production system. This allowed us to perform a full migration test, validate data accuracy, and confirm everything transferred correctly before go-live.

  • 4

    User training and optimisation

    Post-migration, we conducted targeted user training to help teams adjust quickly. We also replicated familiar Salesforce views in HubSpot, ensuring a smooth transition and maintaining productivity across sales and marketing.

  • 5

    Training & Onboarding

    Delivered hands-on workshops covering campaigns, workflows, reporting, and asset creation.

VerseOne

The impact

This migration was delivered in just three working weeks  compared to the typical 8–10 weeks for a project of this complexity. It stands as the fastest Salesforce-to-HubSpot migration Forbidden has ever delivered. Along the way, we helped VerseOne optimise and modernise key elements of their CRM setup:. 

  • Reworked sales scoring: The legacy Scotsman Score process was rebuilt directly into the HubSpot deal object, allowing for more granular enforcement and accuracy.

  • Smarter data structure: Historical contracts were imported and retooled into HubSpot’s product library object, with key listings and attachments included.

  • Familiarity built in: Salesforce-style views were recreated in HubSpot to ease adoption for the sales team.

  • Improved permissions and processes: We created a custom permission set for the integration user to ensure seamless app access, and documented best practices for future migrations.

We also learned that HubSpot’s Product Library Object doesn’t always play nicely with third-party migration tools due to its non-standard nature. This insight, alongside expert collaboration with SyncMatters, ensured a smooth end result despite the technical hurdles.

I need help too!

Case studies

Success Stories

  • Radcliffe & Co.

    Guided Onboarding

    Case Study Image - Radcliffe & Co
    Radcliffe & Co. partnered with Forbidden Marketing to onboard HubSpot, streamlining client communications and laying the foundation for efficient, scalable marketing campaigns.

  • Red Umbrella

    HubSpot Consultancy

    Case Study Image - Red Umbrella

    Red Umbrella partnered with Forbidden to replace manual processes with an integrated HubSpot platform that scales sales, delivery, and operations.

  • Vintage Cash Cow

    HubSpot Consultancy

    Case Study Image - VCC
    In just 7 days, we helped Vintage Cash Cow migrate 85,000 tickets from Zendesk to HubSpot—streamlining support, saving time, and simplifying systems for a team handling 550+ queries a day.

  • Bike Shed

    HubSpot Consultancy

    Case Study Image - Bike Shed
    When The Bike Shed Company outgrew their tools, they turned to Forbidden to build a CRM that tracks every shed, streamlines handovers, and scales with their business.

  • Panaz

    HubSpot Consultancy

    Case Study Image - Panaz

    See how Panaz enhanced their sales performance with smarter workflows, real-time reporting, and clearer revenue forecasting...all within HubSpot.

  • Better.co.uk

    HubSpot Consultancy

    AdobeStock_495196318

    Automating sales workflows and improving pipeline management helped Better save £20k in admin costs and speed up deal conversions.

  • Open Study College

    HubSpot Consultancy

    education2

    A streamlined CRM and automation setup gave Open Study College better sales efficiency and clearer marketing insights.

  • Culture AI

    HubSpot Consultancy

    Consultancy

    Rebuilding the HubSpot portal improved data accuracy and reporting and enabled more effective collaboration between the teams.

  • Up Learn

    HubSpot Consultancy

    Up Learn

    Resetting the foundations improved data, reporting and the visibility needed for sustainable, scalable growth.

  • CUSP

    HubSpot Implementation

    Case Study Image - CUSP
    By replacing StyleTech with HubSpot, CUSP now runs marketing, sales, service, and finance from a single platform, unlocking smoother operations, improved visibility, and a scalable foundation for growth.

What are you waiting for?
Get in touch.

conatct