Case study
Exclusive Tours smooth migration from Salesforce to HubSpot
About Exclusive Tours
Exclusive Tours is one of the largest agencies focused on VIP travel experiences in the Czech Republic.
The company offers individually customized tours to exotic locations tailored precisely to clients’ wishes and desires.
After years of steady growth, the company started thinking about expansion to several other European countries.
Industry
Turism
Company size
20+ employees
Location
Prague, Czech Republic
Case study
CRM migration
Challange
Exclusive Tours operation requires smooth and above-the-expectations customer care. The company used the Salesforce solution, but over time became crystal clear that such a system is exceedingly robust, complex, and costly for the company targeting a narrow segment of wealthy travelers.
Our client started looking for a modern CRM alternative with hands-down and friendly UX, allowing users to set up almost everything without hustle. The main requirements were supporting multi-language content creation and replacing existing Salesforce & Mailchimp platforms with an all-in-one solution kickstarting seamless cooperation between marketing and sales teams.
Solution
The client selected HubSpot CRM as a tool to go. We exported the whole Salesforce database and cleaned and deduplicated 10 years of historical data before we imported all records to the brand new instance of HubSpot. The showcase of perfect migration included all critical phases, such as initial analysis, data mapping design for more than 500 data types, process recreation, and automation optimization.
As the client still uses a small part of Salesforce for cash-flow management, the following parts were delivered:
- Setting up 2-way synchronization between HubSpot and Salesforce
- Data cleaning and deduplication of the customer database used for the last 10 years
- Detailed analysis and thorough mapping of more than 500 data types
- Process optimization by creating landing pages, sequences, forms, templates, and business automation for sales agents (birthday, anniversaries, …)
- Onboarding team to the HubSpot world and the mobile app.
Our client started looking for a modern CRM alternative with hands-down and friendly UX, allowing users to set up almost everything without hustle. The main requirements were supporting multi-language content creation and replacing existing Salesforce & Mailchimp platforms with an all-in-one solution kickstarting seamless cooperation between marketing and sales teams.
Result
Migrate CRM and choosing the HubSpot CRM enabled the client to reduce license costs associated with Salesforce and become more flexible when creating new content and automated processes. In the meantime, it also helped firmly integrate sales and marketing teams.
The client recently launched a new website using HubSpot CMS, so the team can use the maximum of HubSpot’s potential. Its English version is coming soon.
What does the client say?
“Our decision to migrate from Salesforce to HubSpot started bringing fruits earlier than we expected, so we are now recreating our website in the HubSpot CMS to enjoy its advanced features. Thanks to Autoarti that helped us smoothly swap core systems without any other than positive impact on our business performance.”
Vladimír David
CEO, exclusivetours.com
Smoothly migrated CRMs
