Business challenge
The business had a live marketing database, established email activity, domain dependencies, and multiple stakeholders involved in the CRM changeover. Moving the records also had to preserve active campaigns and reporting.
Case study / CRM and reporting
ACT! CRM migration to HubSpot
The CRM migration had to preserve active email subscriptions and reporting while moving the manufacturer from ACT! to HubSpot.
Platforms & tools
- ACT! CRM Source CRM
- HubSpot Destination CRM
Product names and logos are trademarks of their respective owners. They are shown only to identify tools used in the work; no endorsement or partnership is implied.
Growth bottleneck
The old setup limited data quality and campaign visibility. CRM records were stored without the segmentation needed for marketing decisions.
Systems improved
- Data quality: Marketing contacts were audited, cleaned, and reorganised so HubSpot could support better segmentation and future automation.
- Email continuity: Subscriptions and email designs were migrated into HubSpot with attention to function, deliverability, and presentation.
- HubSpot setup: The marketing area, domain settings, and implementation handoffs were managed with HubSpot implementation support and internal stakeholders.
Commercial outcome
The migration moved cleaned marketing contacts and email subscriptions into HubSpot, with domains configured for ongoing campaigns.
★★★★★
5.0
Average from 5 Google reviews
Read the Google reviews“attentive to our needs as we grow”
David Patrick O’Riordan, RSGx Google review
Next step
Request a Growth Review
Trace each enquiry from campaign source through sales follow-up, then address the first broken handoff.
Request a Growth Review