Success Stories
Client Wins
Clean migrations. Seamless integrations. Real adoption. Here’s what that looks like in practice.
Zero-Downtime Transition from Hubspot to Salesforce
“I can stay out of the weeds, and that’s exactly how I like it.”
– André, Director of Operations
Client Overview
A high-growth tech startup based in Canada, preparing for rapid scale with a cross-functional team relying heavily on CRM visibility.
The Challenge
The client was moving off Hubspot and needed a secure, high-integrity migration to Salesforce. Their sales, legal, customer success, and operations teams all depended on the system daily — so minimizing disruption was critical. They also needed key integrations and clean, reliable data in the new system from day one.
Our Approach
We designed and executed a structured migration plan, including a full system review, detailed data mapping, and testing in a sandbox environment. To minimize downtime, we coordinated the final deployment during a national holiday — ensuring business continuity with zero user disruption. Alongside the migration, we implemented key integrations and configured Salesforce to support each team’s unique workflows.
The Results
Successful data migration with no loss or corruption
Near-zero downtime thanks to strategic deployment planning
Salesforce adoption across four teams with no drop in productivity
Integrated workflows that aligned sales, legal, and customer success
Why It Worked
Tight planning, clear communication, and flexibility in timing made this migration seamless — even for a fast-moving startup with no room for delays.
Manufacturing Cloud Implementation Across Two Plants
“No wasted time, no nonsense — just a smooth transition that worked for our team.”
– Joe, COO
Client Overview
An American industrial OEM company with two specialized production plants, each supported by dedicated sales and service teams.
The Challenge
With Salesforce already in use by the sales and marketing teams, the next step was to expand the system to support post-sales operations. The organization needed better visibility into forecasting, customer agreements, and plant-level performance — without disrupting day-to-day operations.
Our Approach
We implemented Salesforce Manufacturing Cloud, tailored to reflect the structure and workflows of each plant. Forecasting, agreements, and reporting were configured to give each team clarity and autonomy. The rollout was carefully timed and executed to avoid operational downtime and support a smooth transition.
The Results
Successful implementation across two plant teams
Improved forecasting and agreement management
No disruption to operations during go-live
Better cross-team visibility and coordination
Why It Worked
By focusing on simplicity, clarity, and minimal disruption, we delivered a solution that fit seamlessly into the way the client already worked — while setting them up for greater control and growth.