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HubSpot to Salesforce Migration for Construction Company
NowBuildings Ltd
Construction
Australia
8 weeks
2021
A growing Australian construction company required more sophisticated CRM and project management capabilities than HubSpot could provide at scale. We executed a strategic migration to Salesforce, implementing custom modules for project tracking, resource allocation, and profitability analysis specific to construction workflows. The new platform integrates with their financial systems and provides project managers, estimators, and finance teams with real-time visibility into project status, margins, and resource utilization—critical metrics for construction companies operating multiple concurrent projects.
Challenges
HubSpot lacked the depth for complex project tracking and profitability analysis across multiple concurrent construction projects.
Resource allocation and capacity planning required manual processes in several apps that were error-prone and time-consuming.
Financial integration was limited, making it difficult to tie sales opportunities to actual project margins and profitability.
Field teams and project managers needed access to project information that HubSpot didn't effectively support.
Goals
Implement Salesforce as the central platform for opportunity, project, and resource management.
Design automated sync between HubSpot and custom modules that reflect construction project workflows and profitability tracking.
Integrate financial systems to provide real-time margin analysis and project profitability visibility.
Enable mobile access for project managers and field teams to access project documentation and updates.
Results
Successfully migrated 6 years of opportunity and project history to Salesforce with complete data integrity.
Quote-to-contract speed increased due to centralized tools in one application.
Project managers reported 35% faster project status updates through access to project information within the CRM.
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