CRM, MarTech and RevOps case study
A post-acquisition IT services firm carried five HubSpot portals, no consolidated view of its pipeline, and a security team that had to sign off on every change. We consolidated to a single portal with master company IDs, standardized pipelines, and a Sales Workspace, then migrated through IT-security review behind SSO with zero records lost.
We audited all five portals against the real sales process: pipeline stages, deal and company properties, lifecycle definitions, ownership rules, and where data conflicted. The output was a single target schema and a written migration plan reviewed by the client's IT-security team before any data moved, so Priya-grade questions on access, SSO, and data handling were answered up front, not at launch.
We designed a Multi-Account Management architecture with master company IDs that reconcile the same parent company across business units. Duplicate companies and contacts were matched and deduplicated against that master key, so total pipeline finally rolls up to one number and reps in every unit see the full account history.
We collapsed five inconsistent pipelines into standardized stages with consistent deal properties and lifecycle logic, preserving closed-won and renewal history through the mapping rather than flattening it. A HubSpot Sales Workspace gave reps one consolidated view of deals, tasks, and accounts, with lead routing and ownership rules that match how the merged organization actually sells.
Nothing went to production unreviewed. We migrated one portal at a time into a staging environment, ran record-count and field-level QA reconciliation on every batch, and held each phase for IT-security review behind Microsoft SSO with role-scoped access. Observability on the sync surfaced any mismatch before cutover, so each portal merged with zero records lost and a documented rollback path at every step.
They earned our security team's sign-off before they moved a single record, and then they delivered exactly what the plan said: five portals into one, history intact, nothing lost. That is rare.
Yes. We map every portal to a single target schema first, preserve closed-won and renewal history through the migration logic rather than flattening it, and reconcile field-level data on every batch. In this engagement, 41,800 records were migrated with zero lost.
We build a Multi-Account Management architecture with master company IDs that reconcile the same parent company across units. Duplicate records are matched and deduplicated against that master key, so total pipeline rolls up to one number and reps see the full account history in a single Sales Workspace.
Yes. We document the migration plan for security review before any data moves, migrate in phases through a staging environment, and run each phase behind enforced SSO with role-scoped access. Every step has a documented rollback path and observable sync, so nothing reaches production unreviewed.
It depends on portal count and data quality, but the work is phased, not a single risky weekend cutover. In this case the full consolidation reached final cutover 9 weeks after IT-security sign-off, with one portal migrated, QA reconciled, and reviewed at a time.