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Discovery & process mapping
Bright Digital mapped Bexter's existing processes, requirements and way of working across marketing, sales and service.
Case study
From Salesforce to HubSpot: one CRM platform for growth
Bexter digitises the management of reusable packaging with TrackOnline. Bright Digital helped the company move from Salesforce to HubSpot, bringing marketing, sales and service together on one platform.
With Bexter’s Salesforce licence coming to an end, the migration had a clear deadline. Bright Digital guided the process from discovery and solution design through migration and CRM configuration, ensuring the business could make the switch smoothly and continue working from one integrated platform.
The challenge
A shared lifecycle across teams
Marketing needed to become part of the same CRM structure used by sales and service. A clear lifecycle framework was required to qualify leads consistently and make sure they were assigned to the right people.
The new setup needed to provide a strong foundation for automation while keeping customer data and processes connected.
- Teams to align
- 3
- Lifecycle framework
- 1
Rebuilding the sales process in HubSpot
The sales process needed to be translated into HubSpot, including prospecting, deal management and quotations.
Bexter also wanted better visibility into the time different teams invested in opportunities, so time registration became part of the CRM setup at deal level.
- CRM to replace
- 1
- Core sales processes
- 3
Connecting service to the same customer view
Service processes also needed to move into HubSpot rather than operating separately from the rest of the customer journey.
By configuring a dedicated service pipeline within the same CRM, Bexter could connect service activity directly to the customer information already available to marketing and sales.
- Customer-facing teams
- 3
- Integrated CRM
- 1
Solution design, migration and CRM setup
Bright Digital mapped Bexter’s existing processes and translated them into a HubSpot setup built around a shared lifecycle and dedicated prospecting, sales and service pipelines.
After testing the migration approach, the CRM was configured with the required language, currency and GDPR settings.
Deals, quotes and time registration were also added, giving Bexter clearer insight into each opportunity and the effort involved.
Key elements
- Salesforce to HubSpot migration
- Lifecycle and lead management
- Sales and service pipelines
- Deals, quotes and time registration
