9 weeks Salesforce → HubSpot, $0 data loss
How a $28M ARR healthcare vertical SaaS migrated off Salesforce to HubSpot in 9 weeks with zero data loss and a 47% reduction in CRM seat cost.
Salesforce contract renewal at $340K. CRO had inherited the stack post-acquisition and couldn’t justify the spend. Three previous migration attempts had stalled at the data-cleanup stage.
- Custom-coded TypeScript ETL with full audit trail
- Object map with CRO + VP Sales sign-off
- 43 Salesforce custom objects → 6 HubSpot custom objects
- Property reduction from 412 to 89
- 62 Salesforce flows → 18 HubSpot workflows
- All triggers documented and tested in staging
- 31 Salesforce reports → 9 HubSpot dashboards (the rest were duplicates nobody used)
“Three agencies told us this would take six months. SonaMation finished in nine weeks and the cutover happened on a Tuesday at 2pm with nobody noticing.”
How a Series B FinTech SaaS at $14M ARR rebuilt their HubSpot from a broken Salesforce migration in 11 weeks — and made the forecast defendable in time for the next board meeting.
How a $30M ARR fintech eliminated 7 GTM tools and rebuilt their reporting layer in a 12-week engagement.