In just 4–6 weeks, Protiv transitioned from Pipedrive to a scalable, tailored HubSpot CRM with the help of Empty Cup Digital. By automating key processes and resolving inefficiencies, Protiv is now equipped to drive growth with ease.
CHALLENGE
Outgrowing Pipedrive and Struggling with CRM Migration
Protiv, a growing startup that implements pay-for-performance programs in blue-collar industries, was experiencing the limitations of their current CRM, Pipedrive. Joe, the CS Lead, and his team needed to migrate to a more robust system that could scale with their business and automate key processes. However, the internal team lacked the expertise and resources to manage the migration on their own, which led to stalled progress and inefficiencies.
KEY PAIN POINTS
Internal limitations in handling a complex CRM migration.
Lack of automation and process optimization within Pipedrive.
Urgent need for a scalable, streamlined CRM solution to support future gowth.
SOLUTION
Migrating from Pipedrive to HubSpot with Empty Cup Digital
Joe and his team turned to Empty Cup Digital after receiving a referral from an investor. Logan and the team at Empty Cup quickly took charge, creating a detailed, step-by-step migration plan to move Protiv from Pipedrive to HubSpot
Custom Data Migration: Safely and efficiently transferred all critical data from Pipedrive to HubSpot.
System Overhaul: Implemented the new HubSpot CRM while ensuring all existing processes were optimized and automated.
Ongoing Support: Worked closely with Protiv to ensure the system was fully operational, providing hands-on training and guidance.
RESULT
Successful Migration and Process Automation
Within 6 weeks, Empty Cup Digital successfully transformed Protiv’s operations. The team set up HubSpot’s ticketing and knowledgebase systems, managed documentation, and automated key processes to reduce manual workloads. Protiv quickly experienced the benefits of a streamlined CRM system tailored to their specific needs.
Full data migration from Pipedrive to HubSpot without loss of critical information.
Set up automated workflows, improving overall efficiency.
Established ticketing and knowledgebase, providing the foundation for future scalability.
A Transformative Experience
Joe from Protiv praised the team at Empty Cup Digital for their problem-solving skills, quick turnaround time, and expertise. Unlike other providers, Logan and his team ensured that Protiv could manage and sustain the new system independently after the migration was complete.
Future Proofing Protiv’s CRM with HubSpot
Through their collaboration with Empty Cup Digital, Protiv now operates with a fully optimized and scalable CRM system in HubSpot. The successful migration has set the stage for their continued growth, allowing them to focus on delivering value to their clients without being bogged down by technical hurdles. Looking to migrate from Pipedrive or another CRM?
Contact Empty Cup Digital to ensure a seamless transition.
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