February 19th, 2024

Streamlining Operations at Cashbook

Cashbook’s Transition from Salesforce to HubSpot

At Cashbook, we were initially drawn to Salesforce for its promises of efficiency, however over time we faced challenges with feature overload, complexities, and rising costs. This case study explores our decision in regards to streamlining operations and migrating from Salesforce to HubSpot with Six & Flow for a more efficient operation. Thanks to Six & Flow, Cashbook:

  • Has migrated 12K contacts and set up dozens of workflows / email templates in 2 months.
  • Is leveraging Six & Flow’s training resources and HubSpot Academy
  • Cashbook has had its most successful year to date in terms of marketing email performance.

The Challenges we Faced

Pardot’s integration with Salesforce was designed to make email marketing more frictionless. Over time, however, our team at Cashbook encountered difficulties in our email campaigns and the transfer of marketing to sales. The adoption of Pardot within Salesforce led to bottlenecks in email campaigns, incomplete data, and poor marketing-sales handovers. Cashbook struggled with outdated lead nurturing templates and difficulties in making data-driven decisions.

Before implementing HubSpot, Cashbook encountered:

  • Incomplete data
  • Lower quality leads
  • Outdated lead nurturing templates
  • Struggled to make data-driven decisions
  • Poor handoff from Marketing to Sales
  • Frequent context switching

Migrating to HubSpot

Motivated by the desire to leverage features aligned with our needs, at Cashbook we opted for a 50-day migration window to transition from Salesforce to HubSpot. The focus was on a 1:1 migration, maintaining data integrity while exploring HubSpot’s automated marketing and sales functionalities.

The Results and Benefits

The shift to HubSpot brought immediate improvements for all of our team, including refined mailing lists, reduced bounce rates, and enhanced content quality. HubSpot’s user-friendly interface streamlined content creation, and the team looks forward to exploring advanced features and certifications.

Why HubSpot?

HubSpot’s clutter-free interface and modular approach addressed challenges faced with Salesforce’s complexities. The user-friendly experience and task accessibility made HubSpot an ideal choice for Cashbook’s operational efficiency and growth goals.

At Cashbook, we wanted to ensure we could manage our data as efficiently as possible. We wanted a solution to centralise data management and improve our overall marketing-sales alignment. Tasked with a goal of reducing cash management time by 70%, we discovered that managing the intricate and expensive designs of Pardot and Salesforce was challenging. The team decided to use Six & Flow for a Salesforce to HubSpot migration project at this point.

Six & Flow

Six & Flow were absolutely the right choice for this migration project. It was managed in minute detail with tasks, timelines and milestones. There were weekly calls during the process, and training was provided after the migration was complete. They also followed up several times after the project to ensure there were no post go-live hiccups. If you need help migrating to HubSpot, you’re in safe hands with Six & Flow. This successful migration to HubSpot highlights the importance of embracing change, streamlining processes, and achieving seamless integration for enhanced business operations. We now have around 13,000 contacts in our HubSpot database and we have found that transitioning from Salesforce to HubSpot has improved tool usage, avoided feature overload and most importantly achieved seamless sales and marketing integration.

Visit the following link to read the full article from Six & Flow on “Cashbook’s 50 Day Migration from Salesforce to HubSpot.

To find out more from Cashbook, reach out to our team for a call…

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