Solution challengeDelivered
Salesforce to HubSpot migration where marketing already uses HubSpot
The portal already exists, so the migration is a merge rather than a clean build.
Solution challenges
Has Forbidden solved a comparable problem?
These are approaches and experience, not universal prescriptions. Each one sets out the architecture considerations, the common failure points and what is worth resolving in discovery.
8 results
Solution challengeDelivered
ERP and HubSpot data architecture
Deciding what HubSpot owns, what the ERP owns, and how they stay consistent.
Solution challengeDelivered
Ecommerce, product, order and customer data
High-volume transactional data that has to be useful, not just present.
Solution challengeDelivered
Complex B2B accounts and associations
Group structures, subsidiaries and multi-contact buying committees.
Solution challengeDelivered
Multi-team Sales and Service Hub implementations
Several teams, different processes, one portal.
Solution challengeDelivered
Revenue reporting across HubSpot and external systems
Numbers the finance team and the commercial team both accept.
Solution challengeDelivered
Regulated or sensitive data remaining in a specialist system
HubSpot supports the process without holding the data it should not hold.
Solution challengeDelivered
Rebuilding an underperforming HubSpot portal
An existing portal that has stopped reflecting how the business works.