Case Study · B2B SaaS · California
A Series C SaaS company outgrew HubSpot. We migrated six years of history to Salesforce with zero data loss.
Forecasting broke right before a raise. We moved them to Sales Cloud, piped product usage in through Data Cloud, and shipped an Agentforce support agent, all in nine weeks.
Industry
B2B SaaS
Platform
Sales Cloud + Data Cloud + Agentforce
Timeline
9 weeks to production
Outcome
+27% sales productivity
The challenge
A Series C, Bay Area B2B SaaS company
Product-led growth had carried them to Series C on HubSpot and a stack of spreadsheets. Then the wheels started coming off: a pipeline the board did not trust, reporting that broke every quarter, and no clean line from product usage to revenue, right as they opened a new raise.
Forecasting the board could not trust
Deals lived across HubSpot, spreadsheets, and reps’ heads. Every quarterly forecast was a manual scramble that rarely matched what actually closed.
HubSpot could not model the sales process
Multi-product, multi-motion selling had outgrown what HubSpot could represent. Territories, permissions, and stages no longer fit the business.
Product usage never reached revenue
The signals that predicted expansion and churn sat in the product database, invisible to the go-to-market team.
The architecture
One migration, three systems folded into a platform built to scale
We moved them onto Sales Cloud without losing a record, unified product and billing signals in Data Cloud, and layered an Agentforce agent on support, so the whole revenue picture finally lived in one place.
Sources
Salesforce core
AI layer
An autonomous agent deflecting routine tickets, with conservative guardrails and human approval gates.
Outcomes
What we built
Sales Cloud migration
Six years of HubSpot history migrated with a field-by-field mapping and a parallel run, so reporting worked on day one.
Data Cloud unification
Product usage and billing piped into one customer profile, powering the expansion and churn signals the go-to-market team was missing.
Agentforce support agent
An autonomous agent on tier-1 tickets, shipped with conservative guardrails and human approval gates.
Forecasting & revenue ops
Clean stages, territories, and a forecast model that finance and the board both accept.
How we delivered
9 weeks to production, start to finish
Discovery & audit
We mapped the process, data quality, and the single metric that mattered most.
Design & data model
Data model, security model, and an automation blueprint signed off before a line was built.
Build & migrate
Configured in a sandbox, wired to existing systems, with a careful, verified data migration.
Test & parallel run
User testing and a parallel run against the live system until the numbers held.
Launch & tune
Production launch, role-based training, and 30 days of monitoring and tuning.
The results
What changed for the business
| Metric | Before | After |
|---|---|---|
| Forecast accuracy | Guesswork | Board-ready |
| Sales productivity | Baseline | +27% |
| CRM history migrated | 6 yrs siloed | 0 lost |
| Product usage in CRM | None | Real-time |
| Tier-1 support | All manual | Agent-handled |
| Time to production | — | 9 weeks |
“We walked into a board meeting with a forecast we could actually defend. That had never happened before.”
VP Revenue Operations · Series C SaaS company
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Client identifying details have been anonymized at the client's request. Metrics reflect the outcomes of a real engagement.