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Vyta · Salesforce to HubSpot migration and ongoing support

From Salesforce to one HubSpot platform for global teams

Lockview led Vyta’s move from Salesforce to HubSpot. Five years on, Vyta’s teams around the world run sales, marketing and helpdesk on HubSpot, using advanced tools and integrations, with Lockview supporting them throughout.

The starting point

A CRM change to get right

Moving off Salesforce without losing data, momentum or the team’s buy-in.

The fix

A managed migration and onboarding

HubSpot set up around Vyta’s structure, with training and support for every team.

The result

One platform, worldwide

Sales, marketing and helpdesk on HubSpot, supported for over five years.

The challenge

Switching CRM without losing the team

Vyta brought Lockview in to lead its move from Salesforce to HubSpot and to improve its sales processes along the way.

The new setup had to reflect a multi-level business structure, support business development and marketing, and work for teams in different countries. Just as importantly, the people using it had to want to use it. A CRM change that the team resists rarely delivers.

What the move had to achieve

  • A clean migration from Salesforce.
  • A setup that fits a multi-level business.
  • Sales processes improved, not just copied across.
  • Reporting the business could rely on.
  • Real buy-in from the team.

What we did

Migrate, onboard, then keep improving

  1. 1

    Understand the business

    Adrian worked through Vyta’s business model, goals and sales process before anything moved.

  2. 2

    Migrate from Salesforce

    Data moved across and HubSpot configured around Vyta’s structure, with reporting a priority.

  3. 3

    Onboard the teams

    Clear communication and training so each team understood the change and used the new setup.

  4. 4

    Support and expand

    Ongoing support over five years, extending HubSpot into marketing, helpdesk, advanced tools and integrations.

How Vyta uses HubSpot today

One platform across sales, marketing and service

Sales

Business development teams manage opportunities and pipeline in one shared system.

Marketing

Marketing runs from the same platform, so campaigns and sales activity stay connected.

Helpdesk

Customer support runs through HubSpot too, giving every team the full customer picture.

Global teams

Teams in different countries work from one consistent setup.

Advanced tools

More advanced HubSpot capabilities added as the business has grown.

Integrations

HubSpot connected to the other systems Vyta relies on.

The outcome

A CRM change the team actually bought into

What started as a migration has become a long-term partnership. Vyta now runs sales, marketing and helpdesk on one HubSpot platform used by its teams worldwide.

The sales team is more aligned, the CRM fits the business structure and reporting is used to run the business. Most of all, the team got behind the change rather than resisting it.

“He put the time and effort in to understand our business and our goals very quickly… Not only has he got our sales team all working in the same direction but he has also been instrumental in implementing HubSpot CRM, ensuring it suits the multi-levels of the business… In all my years in sales, I have always been met with resistance when rolling out new processes, but Adrian has made sure the team are invested.”

Faye Thomas, COO, Vyta

Where next

Thinking of moving to HubSpot?

Talk through your current system, your teams and what a smooth migration would look like.

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