Frog Parking

Frog Parking

Service Used

Data Audit & Mapping
Data Cleaning & Preparation
Staged Data Migration
HubSpot Customisation
Team Enablement
Ongoing Post-Migration Support

Solution

Salesforce Migration to HubSpot

Project Manager

Picture of Brad Kirkland

Brad Kirkland

Project Location

New Zealand

Project Goals

Migrate all customer, deal, and activity data from Salesforce to HubSpot with minimal disruption. Improve operational efficiency with streamlined data management. Enhance marketing and sales alignment through HubSpot automation tools. Ensure seamless team adoption via training and documentation. Maintain high data integrity, preventing loss or corruption during migration.

Tools Used

Their wants

01A more integrated and user-friendly CRM platform.
02Enhanced automation for marketing and customer engagement.
03Improved team alignment and collaboration within a single system.

Their needs

01Accurate migration of all CRM data from Salesforce to HubSpot.
02Seamless adoption across sales, marketing, and customer service teams.
03Reliable automation and reporting features.
04Minimised downtime and zero data loss.

Identifying the problem

Inconsistent field mappings and risk of data corruption during migration.

Potential operational downtime during CRM transition.

Lack of user familiarity with the new platform.

Need to re-establish automation workflows from Salesforce in HubSpot.

Scope of works

Data Audit & Mapping

A full audit of existing Salesforce data was conducted to ensure clean mapping of fields and relationships in HubSpot.

Data Cleaning & Preparation

Data was standardised, deduplicated, and formatted appropriately for migration.

Staged Data Migration

Conducted in three phases:

Sandbox testing

Inconsistency resolution

Final migration of all critical data (contacts, deals, notes, history)

HubSpot Customisation

Dashboards, workflows, permissions, and automations configured to suit Frog Parking’s operational structure.

Team Enablement

Delivered structured training sessions and comprehensive documentation.

Ongoing Post-Migration Support

Provided troubleshooting and optimisation support post-migration.

The Plan

Phase 1: Assessment & Strategy Phase 2: Execution Phase 3: Enablement & Optimisation
Phase 1: Assessment & Strategy

Audited and mapped existing data

Developed detailed migration blueprint

Phase 2: Execution

Test migration in sandbox environment

Validate and clean data

Execute final migration to HubSpot

Phase 3: Enablement & Optimisation

Configure workflows and dashboards

Train team members

Provide support and monitor post-migration issues

The Strategy

Accuracy First Minimal Disruption User Adoption Focus Customisation
Accuracy First

Focused on data mapping and validation to prevent corruption and duplication.

Minimal Disruption

Incremental approach to reduce downtime and ensure a smooth switch.

User Adoption Focus

Hands-on training and custom documentation to maximise internal uptake.

Customisation

Tailored workflows and dashboards to match Frog Parking’s existing processes while taking advantage of HubSpot’s strengths.

The Results

Data Accuracy 98% accuracy rate achieved
Efficiency Improvement 75% increase in team process efficiency
User Adoption Rate 90% team adoption within first month

98% data accuracy during migration

75% improvement in team efficiency through automation

90% adoption rate within the first month

60% increase in personalised customer interactions

Completed migration in under 3 weeks

40% reduction in CRM-related costs

Conclusion

The Salesforce to HubSpot migration for Frog Parking, led by YetiTech Solutions, resulted in a highly successful CRM overhaul with impressive data accuracy, operational efficiency, and cost reduction. With strong user adoption and enhanced automation, Frog Parking is now poised for smarter engagement and scalable growth through HubSpot’s platform.

Ready to see what we can achieve together?