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Migrate to HubSpot CRM without the usual data mess, delays, or rework

For scaling B2B teams replacing legacy CRMs or disconnected systems.

Replace CRM complexity with a system your teams trust. Clean data, clear governance, and low-risk delivery across regions and systems.

300+ HubSpot implementations delivered globally
Airbus
Artnet
World Vision
Fortum
Airbus
Artnet
Fortum
Airbus
Fisher Paykel
Lendlease
Newcastle university
Suzuki
Fisher Paykel
Lendlease
Newcastle university
Suzuki
Hexatronic-surfpad

Hexatronic

Challenge: Outdated, siloed CRM systems across 20+ companies were creating inefficiency and poor collaboration.

What we did: Built a global HubSpot CRM framework, piloted across Sweden, Norway, Finland, and the US, then rolled out to additional markets with localisation and access governance.

Outcome: One consolidated CRM model designed to reduce costs and enable easier collaboration across markets worldwide.

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Common pitfalls we come across

If your CRM is central to revenue, these issues are common:

  • Data quality is inconsistent, so reporting is disputed
  • Salesforce complexity is slowing down change and adoption
  • Systems don’t connect cleanly, so teams work around the CRM
  • CRM changes rely on developer tickets and tricky workarounds
  • Governance is unclear, so the CRM degrades after launch

What we deliver

 

The Avidly team delivers a complete solution, not just configuration:

  • Tailored implementation and onboarding
  • CRM migration planning and delivery
  • Data mapping, cleansing guidance, and validation checkpoints
  • Integrations across key systems (ERP, finance, product, BI)
  • Permissions, governance, and operating model
  • Enablement for admins and teams
Andrew-office-1

Kiwa

Challenge: Needed to migrate from one HubSpot portal to another, but couldn’t complete the migration internally. After multiple supplier proposals with unclear pricing and high costs, they considered moving away from HubSpot.

What we did: Presented a clear migration plan to move Kiwa into a new HubSpot portal to reset their data strategy, with clear pricing and close collaboration.

Outcome: The migration was completed in three weeks from the first meeting.

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Our process

A clear, predictable, and structured approach built for complex change.

  • Discovery and architecture
  • Data and integration design
  • Build and migration execution
  • Testing, governance, enablement
  • Launch, stabilise, optimise

How we mitigate risk

We reduce risk by:

  • Clear scope, ownership, and governance from the start
  • Data validation that’s built into the plan, not left to the end
  • Integration design that holds up as teams and regions scale
  • Enablement tied to real workflows, so adoption sticks

Book your

CRM assessment

If you’re migrating from Salesforce or rebuilding HubSpot at scale, the risk isn’t technical. It’s operational. Most migrations fail because data, governance, integrations, and adoption aren’t designed as one programme.

Contact Avidly to see how we can help.

Book a CRM assessment