HubSpot Implementation for Nexus BioQuest

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How Nexus BioQuest modernised its sales operations and hit its migration deadline without disruption.

Building a connected CRM foundation for a growing biotech business

Nexus BioQuest is a UK-based biotech services company supporting life sciences organisations with research acceleration, product development, and scientific innovation. With a distributed team working across business development, operations, and project delivery, they needed a CRM system that could bring structure, visibility, and efficiency to their commercial workflows.

To migrate from fragmented tools into a single, scalable HubSpot CRM that would centralise data, streamline reporting, and give the sales and operations teams a reliable foundation for growth, all within a tight deadline before their legacy system (Monday.com) subscription expired.

Nexus BioQuest

The Challenge

Fragmented data, tight deadlines, and adoption hurdles

As Nexus BioQuest grew, its existing CRM setup and manual processes struggled to keep up. Data was split across Monday.com, spreadsheets, and shared documents, making reporting complex and creating inefficiencies across teams.

With their Monday.com subscription nearing expiry, the business faced a tight deadline to migrate critical data and build a usable CRM before access was lost. At the same time, the team needed hands-on training and a system that matched their unique, science-led sales process.

Disconnected tools and fragemented data between platforms.
Urgent data extraction required before Monday.com shutdown.
Different adoption speeds between commercial and operations teams.
IT restrictions delaying Microsoft Teams and inbox integration setup.

A clean, functional HubSpot instance aligned to Nexus BioQuest's workflows with complete reporting, automation, and sales tools ready for everyday use.

Nexus BioQuest

What we did

Forbidden restructured its typical onboarding flow to front-load data migration, ensuring no information was lost during the transition from Monday.com. Once the migration was complete, we built out a tailored HubSpot Sales Hub designed to enable smooth adoption and reporting from day one.

1

Migration First

We began with a rapid export and structured import of data from Monday.com into HubSpot, ensuring continuity and avoiding downtime even under the tight migration deadline.
2

Data Model & Pipeline Configuration

We created custom properties and streamlined pipelines to reflect Nexus BioQuest’s real-world sales process, helping the team track leads and deals with greater clarity.
3

Reporting Foundation

Core dashboards were delivered covering deal activity, data hygiene, and performance tracking, supported by live coaching so the team could confidently build their own reports.
4

Sales Enablement Tools

Sequences, meeting links, and document templates were introduced to help standardise outreach. Playbooks were planned as a follow-up to support internal consistency and training.
5

Training & Onboarding

Interactive, hands-on training sessions built confidence across departments — from outbound-focused users to those managing operations and reporting.
6

Integrations

We supported Microsoft Teams and inbox connection setup, resolving technical constraints and ensuring seamless communication between tools.

Nexus BioQuest

The impact

In just four weeks, Nexus BioQuest transitioned from fragmented systems to a unified, high-performing CRM environment. HubSpot now serves as the single source of truth for all commercial activity - enabling the team to manage deals, monitor reporting, and automate outreach with ease.

Team now fully operational within HubSpot, with daily active users.
Reporting dashboard established and maintained internally.
Sequences, documents, and meetings standardised across sales.
Microsoft Teams integration resolved and live.
Strong foundation for adoption and scalability across departments.

Nexus BioQuest met its migration deadline with zero data loss and a seamless transition into HubSpot. Outward-facing users are fully self-sufficient, while internal teams continue to adopt and build confidence in the system.

With clean data, structured reporting, and working integrations, the business now has a scalable foundation for long-term sales enablement.

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