All case studies
Manufacturing / India Anonymized

Enterprise HubSpot migration + sales enablement L&D

Publicly listed Indian manufacturer, ~₹4,000 Cr revenue, 200+ field sales users

3.4x
SQL volume
-22%
CPA
94% in 30d
Rep certification
+28%
Stage conversion
The Ask

Migrate a heavily customised legacy CRM without disrupting a 200-person field sales team, and upskill the org so adoption stuck past go-live.

Approach
  1. 01

    Object model workshop - dealers, plants, product families and quote lines mapped as HubSpot custom objects.

  2. 02

    Historical migration of 480k contacts, 92k companies and 6 years of deal history with delta reconciliation windows.

  3. 03

    Sales process re-engineered against MEDDICC; pipeline stages tied to exit criteria and required properties.

  4. 04

    L&D division built a 4-week certification track - video micro-lessons, in-product simulations, SCORM quizzes and manager coaching kits.

  5. 05

    Adoption scorecard reported weekly to sales leadership for the first 90 days.

Deliverables
  • Zero-downtime CRM migration with reconciliation report
  • Custom object model + 38 automated workflows
  • 200-seat certification programme, SCORM-packaged
  • Manager enablement kit + 90-day adoption scorecard
Outcome

Marketing-sourced SQL volume tripled within two quarters and cost per acquisition dropped as the sales team stopped losing deals in stage transitions. 94% of reps certified inside the first month.