Salesforce → HubSpot Migration

Migrate in weeks, not quarters.

A fixed-scope, fixed-price migration path for B2B software revenue leaders. Less work, fewer admins, fewer tools, and licence costs up to 40 % lower — without losing the data and history your team has built in Salesforce.

Typical go-live4–10 weeks
Technical work we own~95 %
PricingFixed, not hourly
DeliveryDone-with-you
HubSpot Diamond Solutions Partner
DACH B2B specialists
30+ five-star ratings

You don't have a CRM problem. You have a complexity problem.

Revenue leaders don't want a new CRM. They want one stack, one source of truth, a faster team, and a licence bill that stops climbing.

1

Pain

  • Manual quoting in Word / Excel
  • Low adoption, scattered data
  • Every change needs a consultant
2

Impact

  • Six-figure licence waste per year
  • 0.5–1.0 full-time equivalent admin overhead
  • Slower lead-to-cash cycle
3

Critical event

  • Salesforce renewal in 60–90 days
  • HubSpot partner discount window
  • New CRO or RevOps leader
4

Why now

  • Licence overpay compounds monthly
  • Dirty data keeps getting dirtier
  • Discount windows close
5

Decision criteria

  • Fixed scope and fixed price
  • Defined migration timeline
  • Clear ROI inside 12 months
Why HubSpot wins for mid-market B2B SaaS

HubSpot is simpler. That's the whole pitch.

Salesforce was built for enterprises with dedicated admins and a 3-year horizon. HubSpot was built for teams who want to sell, not configure.

Less work

Native objects, workflows, sequences and reporting out of the box — no custom code, no middleware, no ticket-the-admin wait.

Fewer admins

Most clients run HubSpot on ~0.2 full-time equivalent of admin. Salesforce Enterprise almost always needs a dedicated admin at €70,000–110,000 / year in the DACH region.

Cheaper licences

For a typical 25-rep team, Salesforce's Sales Cloud + Pardot + CPQ + Service Cloud stack costs noticeably more than the equivalent HubSpot bundle — before consulting.

Fewer tools

Marketing, Sales, Service, CMS, Operations, Commerce — one data model. Cut 3–6 line items and retire their integration debt.

The real-world licence case

A 25-rep B2B SaaS team — at list price

Publicly published 2026 list prices from salesforce.com and hubspot.com, for a typical 25-user mid-market team.

Expensive
$133,400 / year
Licences + admin, before consulting
Sales Cloud Enterprise — 25 users × $165/mo$49,500
Marketing Cloud Acct. Engagement (Pardot) Growth$15,000
Service Cloud — 5 agents × $165/mo$9,900
Salesforce CPQ — 10 users × $75/mo$9,000
Dedicated Salesforce Admin (~0.5 full-time equivalent)$50,000
Lean
$84,280 / year
Licences + light admin, one platform
Sales Hub Professional — 25 seats × $100/mo$30,000
Marketing Hub Professional (2,000 contacts included)$10,680
Service Hub Professional — 5 seats × $100/mo$6,000
Commerce Hub for quoting & billing — 10 seats × $100/mo$12,000
Part-time HubSpot admin (~0.2 full-time equivalent)$25,600
Annual savings by moving off Salesforce
$49,120 / year — ~37 % lower
Does not include Salesforce consulting hours, middleware licences (e.g. Workato, Mulesoft), or the integration debt that usually comes with them.
List (non-discount) prices on both sides; negotiated HubSpot discounts change the gap. Sources: Salesforce and HubSpot public pricing pages; 2025 DACH CRM-admin salary ranges (Stepstone, Glassdoor). Commerce Hub seat count illustrative.
Build your business case in 30 seconds

Your annual switch-to-HubSpot value

Three inputs. Three savings pillars. One number you can take to the CFO.

Your team, today

Honest numbers in. Honest business case out.

Revenue-relevant roles 25

Estimated annual value of switching

Benchmarked from SalesPlaybook migrations + Salesforce & HubSpot public pricing.

1
Licence cost savings
Sales + Marketing + Service + CPQ delta, annualised
CHF —
2
Headcount & admin savings
Salesforce admin full-time equivalent reduction at DACH fully-loaded cost
CHF —
3
Revenue uplift from productivity
5% of revenue-team time recovered × fully-loaded compensation
CHF —
Total annual business case
CHF —
payback on the migration fee
Revenue-relevant roles = employees × the percentage you set. List (non-discount) prices, both sides: per CRM seat Salesforce CHF 2,000 vs HubSpot CHF 1,200; quoting (Salesforce CPQ vs HubSpot Commerce Hub) on 40% of those roles; Pardot vs Marketing Hub above 10 seats; admin at 1 per 40 (Salesforce) vs 1 per 150 (HubSpot) seats at CHF 100,000; 5% productivity uplift on fully-loaded compensation. Your numbers depend on discounts, contact tiers, and adoption.
How the SalesPlaybook migration works

Five phases. Co-created with your team. We run ~95% of the technical work.

A "Done-With-You" model. You own the process, the data, and the final config. We bring the playbook, the technical hands, and the sequencing that keeps the business running while the migration happens underneath it. The creative work — writing your content, emails, and follow-up sequences — stays with your team; we build the system that runs them.

01
Week 1–2
Concept
ICP, lifecycle stages, pipeline design, data model and integration map — agreed before any config work.
02
Week 3–5
Implementation
Portal config, automations, permissions, data import scheme, native tech-stack integrations, first reports.
03
Week 6–7
Refinement
Dedup, hygiene workflows, field-stack review, up to 40 reports and 3 dashboards, governance cadence.
04
Week 8
Adoption
On-site onboarding week, power-user sessions, custom video library, documentation handover.
05
Ongoing
RevOps support
Bi-weekly Jour Fixe, 3h/month hands-on support, 48-hour email SLA with a senior HubSpot expert.

WK 1–2 Concept phase

  • Customer journey, revenue cycle and pipeline design for one ICP
  • Lifecycle stage map, validation rules, exit criteria, SLAs
  • Integration goals, triggers, data flow, sync rules
  • Client effort: 30–45 hours combined across your revenue leads

WK 3–5 Implementation phase

  • Portal setup, user roles, lifecycle & pipeline implementation
  • Core objects, properties, record layouts and role-based views
  • Automations for routing, follow-up and lifecycle transitions
  • Native tech-stack integrations (scheduling, ad platforms, email)
  • Client effort: roughly +20% of the concept phase (~6–9 hours)

WK 6–7 Refinement phase

  • Data deduplication + hygiene workflows + external tool cleanup
  • Field-stack review and lifecycle transition alignment
  • Up to 40 reports and 3 dashboards
  • Channel & lifecycle attribution reporting setup
  • Client effort: roughly +40% of the concept phase (~12–18 hours)

WK 8+ Adoption & RevOps

  • On-site enablement week at start of adoption (recommended)
  • Weekly 1:1 Jour Fixe + up to 8 × 60-minute power-user sessions
  • Custom video library + full implementation documentation
  • Ongoing: 3 hours/month hands-on support, 48-hour email SLA
  • Client effort: flexible — scales with your team size and cadence
What actually goes wrong in a migration

The issues and blockers no-one mentions in the sales cycle.

Migrations fail for predictable reasons. We've run enough of them to name each failure mode and the mitigation we apply before it becomes a problem. Full transparency — in the proposal, before you sign.

Risk What typically goes wrong

Dirty data and duplicates at the contact / account level
Years of Salesforce use leave thousands of duplicates, orphan records, and fields that mean different things to different teams.
Critical info hidden in custom fields and notes
Deal context, contract clauses, renewal notes — often buried in text fields that a naive export will flatten or lose.
Historical performance data breaks when lifecycle stages change
Redesigning lifecycle stages and pipelines means some historical conversion metrics cannot be perfectly preserved. Teams often discover this too late.
Sales and Finance / ERP systems are split
Quoting in Salesforce, invoicing in DATEV / SAP, with manual re-keying in the middle. The migration often exposes this gap for the first time.
Permanent dependency on external admins
Post-migration, teams realise they can't change a pipeline stage or build a report without a consultant. That is the exact trap you're trying to escape.

Mitigation How SalesPlaybook handles each

One-time data cleanup using an external tool (in scope)
Duplicate detection, merge rules and a hygiene workflow are included. You get the cleaned dataset before it lands in HubSpot.
Custom field & notes audit in Week 1
We explicitly map every custom field to either a HubSpot property, a note object, or a documented "archive only" target — with sign-off from your RevOps lead.
Explicit agreement on which history carries over
You agree, in writing, to what transfers cleanly and what's archived. No surprises in Week 7. Your historical performance data is documented, not silently dropped.
Quote-to-invoice handover scoped only when it's in play
When billing is in scope, we design the bridge between HubSpot and your ERP (DATEV, SAP, Odoo, etc.) as a separate, optional workstream — so nothing goes live half-built.
Enablement is in every phase, not bolted on at the end
Power-user sessions, a custom video library, and documentation handover mean your team can run HubSpot themselves on day one after go-live.
Secure, auditable, fast

Weeks. Not quarters.

A proper Salesforce-to-HubSpot migration takes 4–10 weeks with us. Not a quarter. Not two. Not the 6–9 month timelines you've been quoted by global consultancies. Your business keeps running — no full system downtime, typically under 5 working days of partial unavailability across the whole migration.

Typical migration timeline, by partner
Global SI / consultancy
6–9 mo
Regional Salesforce partner
3–5 mo
SalesPlaybook
4–10 wk
Timelines vary with data volume, custom fields, ERP integrations, and licence activation, and differ for a brownfield move (you already use HubSpot) versus a greenfield switch (new to the platform). Full scope confirmed before signing — no moving targets.
Budget estimates

Fixed scope. Fixed price. No hourly billing.

Benchmarks based on recent scoped engagements. Your final number depends on hub selection, number of integrations, and RevOps support cadence — all confirmed before we sign.

Sales Hub Migration

The core lift: Salesforce → HubSpot Sales Hub, cleanly migrated, with adoption & 3 months of RevOps support.

from CHF 11,000
4–6 weeks · 1 ICP, 1 deal pipeline, 1 lead pipeline
  • Sales Hub Professional implementation
  • One-time data cleanup with external tool
  • Up to 40 reports + 3 dashboards
  • 10 × tailored 60-min training sessions
  • 1 quarter of RevOps support (48h SLA)
Book assessment call →
Enterprise Migration

Multi-ICP, multi-entity setups with complex ERP / CPQ / custom integrations and multi-month RevOps partnership.

CHF 40,000+
8–10 weeks · Multi-ICP, ERP-integrated
  • Everything in Full Go-to-Market Migration
  • Multiple ICPs & multi-pipeline setup
  • Custom integration scoping (DATEV, SAP, Odoo)
  • Multi-entity portal architecture
  • 6–12 month RevOps partnership
Book assessment call →

All prices in CHF, fixed-scope and invoiced against agreed milestones. HubSpot licences purchased by client directly — we'll advise on seat count, contact tier and native discounts.

Free CRM assessment call

Bring your Salesforce instance. Leave with a migration plan.

A senior HubSpot consultant walks through your current Salesforce setup, flags the five biggest blockers for your migration, and outlines a fixed-scope path to HubSpot. No slides, no pitch, no obligation to work with us.

45 minutes · senior HubSpot consultant · zero-obligation