Lost Deal Context
Erasing years of vital email threads, technical evaluation notes, and meeting logs right in the middle of a complex B2B sales cycle.
Upgrade Your Tech Stack.
Protect Your Pipeline.
Moving to HubSpot should accelerate your growth, not paralyse your sales team. We provide secure, zero-downtime data migration services for B2B tech and SaaS companies. Transition from bloated legacy systems like Salesforce or basic tools like Pipedrive without losing your historical context, active trials, or recurring revenue data.
The "Garbage In, Garbage Out" trap for scaling tech.
Most fast-moving tech companies think a CRM migration is just clicking "Export to CSV" in their old system and "Import" in HubSpot. That is the fastest way to ruin your new RevOps investment.
When you rely on basic automated sync tools without a strategic data mapping plan, you face critical bottlenecks:
The MRR/ARR Mess
Failing to properly map subscription data, leaving your finance and sales leadership blind to your active recurring revenue.
Duplicate Chaos
Creating multiple records for the same enterprise client, frustrating your Account Executives and ruining your reporting.
Compliance Breaches
Accidentally overriding UK-GDPR, EU-GDPR, or PDPL opt-in statuses during the transfer, exposing your company to massive legal risks in EMEA.
The Solution: We treat your database like your most valuable commercial asset. We do not just move your data; we architect it for your future growth.
How we safely move your commercial engine.
We replace the anxiety of data loss with a highly structured, predictable methodology designed for agile software companies.
The Tech Data Audit & Cleansing
Before anything moves, we conduct a deep-dive audit of your legacy CRM. We identify obsolete custom properties, merge duplicate records, and establish strict naming conventions. We leave the digital hoarding behind.
Custom SaaS Data Mapping
Salesforce and Pipedrive speak a different language than HubSpot. We meticulously map your existing data models (Leads, Contacts, Accounts, Opportunities) to HubSpot’s architecture, ensuring a perfect translation of your MRR, churn data, and custom SaaS properties.
Sandbox Testing (The Trial Run)
We never test on a live environment. We run a sample migration (typically 5–10% of your database) to verify that relationship associations (e.g., connecting the right technical buyer to the right company and software trial) work flawlessly.
The Weekend Cutover
To ensure zero disruption to your active sales cycles, we perform the final data sync outside of your business hours. When your Account Executives log into HubSpot on Monday morning, their pipelines are fully populated, and their historical notes are right where they left them.
Why ambitious Tech SMBs choose us.
SaaS & Tech Native
We understand that a "Deal" in tech is rarely a one-off transaction. We ensure your migration accounts for renewals, upgrades, downgrades, and complex subscription models.
Direct Access to the Architect
You will not be handed off to an offshore data entry clerk. Your migration is managed directly by a certified founder who understands the architectural differences between Salesforce, Pipedrive, and HubSpot.
Cross-Border Security
Moving data across borders requires strict adherence to regional privacy laws. We ensure your data extraction and transfer protocols maintain the highest standards of compliance for the UK, DACH, CEE, and MEA markets.
Common questions about CRM Migration
How long does a CRM migration take?
The timeline depends heavily on the volume of data and the source system. A standard migration from Pipedrive might take 2 to 4 weeks, whereas a complex Salesforce enterprise migration with custom objects can take 6 to 8 weeks. We provide a precise timeline after our initial audit.
Will our sales team experience downtime?
No. Your team will continue to work in your legacy CRM right up until the final cutover. We perform the final delta-sync (updating any records modified during the transition phase) typically over a single weekend.
Can you migrate our historical emails, call notes, and attachments?
Yes. While basic CSV imports cannot handle activities, we use advanced API tools to securely transfer your historical engagements. Your reps will retain full context of their previous technical and commercial conversations.
Do not let data anxiety delay your growth.
Are you putting off moving to HubSpot because you dread the migration process? Let us handle the heavy lifting while your team focuses on acquiring new users.
Let's build a training programme your sales team will actually value.
HubSpot Training & Enablement by Prime B2B Services Sp. z o.o.: We provide bespoke, role-specific HubSpot training and sales enablement for B2B tech and SaaS SMBs scaling across EMEA (UK, DACH, CEE, MEA). As a Founder-led HubSpot Solutions Provider, we specialise in driving CRM adoption, standardising cross-border sales playbooks, and accelerating time-to-revenue for SDRs, AEs, and CS teams.