ACT! CRM migration to HubSpot

Business challenge

The business had a live marketing database, established email activity, domain dependencies, and multiple stakeholders involved in the CRM changeover. The migration needed to improve operational efficiency while keeping marketing continuity intact.

Growth bottleneck

The old setup limited data quality, segmentation, campaign visibility, and the ability to use CRM information as a practical marketing system rather than a storage layer.

Systems improved

• Data quality: Marketing contacts were audited, cleaned, and reorganised so HubSpot could support better segmentation and future automation.
• Email continuity: Subscriptions and email designs were migrated into HubSpot with attention to function, deliverability, and presentation.
• HubSpot setup: The marketing area, domain settings, and implementation handoffs were managed with HubSpot implementation support and internal stakeholders.

Commercial outcome

The project created a fully integrated HubSpot environment with improved data quality, streamlined marketing processes, stronger email capability, and a better foundation for data-driven marketing decisions.