Seamless Salesforce to HubSpot Migration & Onboarding for Eastern Enterprise
Read on to discover how we helped Eastern Enterprise streamline their operations by migrating from Salesforce to HubSpot. In this case study, we’ll explore the challenges they faced, the solutions we implemented, and the results we achieved together. Get ready to see how HubSpot can simplify complex CRM processes and drive alignment.
Who They Are
Eastern Enterprise is a technology services company with over 350 employees, supporting more than 100 clients globally. With nearly two decades of experience, they specialize in creating robust integration ecosystems to support digital transformation across industries. Their services include cloud migration, applied intelligence, and secure digital infrastructure setup.
The Challenge
Eastern Enterprise was using Salesforce as its CRM and Pardot for marketing automation. They needed a unified platform to streamline their sales and marketing operations. The core challenge involved:
- Migrating critical data from Salesforce to HubSpot under tight timelines.
- Ensuring the new CRM setup preserved and enhanced existing workflows.
- Integrating existing tools while setting up marketing automation and reporting from scratch.
- Overcoming limitations in data migration from Pardot, especially for campaigns and email stats.
Solutions
Straight growth implemented the following solutions:

CRM Data Migration & Integration
Straight Growth executed a seamless Salesforce to HubSpot migration by conducting detailed object mapping, performing manual data transfer, and implementing comprehensive quality checks to ensure data accuracy and integrity. This solution ensured that all critical sales data transitioned smoothly, with minimal disruption to business operations.
Sales Process Optimization
To enhance sales team productivity, Sales Process Setup was designed with carefully configured deal pipelines, automation tools, and essential resources like meeting links, templates, and snippets. This solution streamlined the sales workflow, empowering teams to close deals more efficiently and reduce administrative overhead.
Marketing Automation & Workflows
The Marketing Hub Setup involved mapping the migrated data to key marketing processes, establishing automated workflows, and configuring systems for marketing emails. By automating key marketing tasks, this solution improved lead nurturing, customer engagement, and campaign efficiency, allowing marketing teams to scale operations with ease.
Performance Tracking & Reporting
Custom Reporting & Dashboards were designed to provide recurring performance reports for both sales and marketing teams. This solution included tailored dashboards, helping teams track key metrics, analyze trends, and make data-driven decisions that enhanced overall business performance.
Metrics



The Results
Success Story Shaped by Straight Growth.
01.
Successful Data Migration & Unified CRM
The data migration was completed seamlessly within a restricted Salesforce access window, ensuring no data loss. Both marketing and sales teams are now unified on a single platform, benefiting from aligned workflows and shared access to critical information.
02.
Streamlined Automation for Sales & Marketing
Marketing and sales automation were successfully implemented, enabling teams to operate more efficiently. Automation tools were tailored to optimize processes, enhance lead management, and improve overall campaign effectiveness.
03.
Comprehensive Tool Integration
All essential third-party tools were integrated into HubSpot, ensuring smooth connectivity and data flow across platforms. This integration has empowered teams to leverage HubSpot’s full capabilities while maintaining seamless collaboration with existing systems.
04.
Enhanced Reporting & Dashboard
Real-time dashboards and scheduled reports were established, providing teams with up-to-date insights that drive informed decision-making.
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