CASE STUDY

From Salesforce to HubSpot: how Bexter is leveraging one CRM platform for growth

For whom

Bexter

Expertises

HubSpot integrations, HubSpot CRM, Marketing Hub, Sales Hub, Service Hub

About our client

Bexter is a software company that operates in multiple countries and consists of a team of more than 25 employees. With their SaaS platform TrackOnline, they digitize the management of reusable packaging such as crates, roll cages, pallets and other logistics assets. Their software ensures that organizations know exactly where their assets are, in what numbers, and in what condition. This gives them real-time global overview and insight into availability, location and status, which helps to optimize return logistics, collaborate more efficiently with supply chain partners and avoid waste.

The challenge

Bexter faced the challenge of transitioning their business processes from Salesforce to HubSpot, which brought additional pressure as their Salesforce license expired. The goal was to transition smoothly and efficiently to HubSpot for marketing, sales and service so that all teams could work with one integrated system. The client was already convinced of the power of HubSpot, so it was now about a quick and careful migration.

Our approach

We began by mapping Bexter's existing processes and needs. Working with their team, we drew up a solution design and created a lifecycle framework to qualify and assign leads. The prospecting pipeline was set up, followed by sales and service pipelines.

We developed a detailed migration plan, with pre-testing to avoid surprises. After the migration, the entire CRM was set up, including language and currency settings, AVG compliance and sample data. For the sales department, we created deals with quotes and implemented time tracking to track commitment per deal.

The result

Bexter has now fully switched to HubSpot and is working with one integrated CRM for marketing, sales and service. The transition from Salesforce to HubSpot was well prepared, with some minor adjustments during implementation, but everything went smoothly thanks to the careful migration plan. The company works more efficiently, has real-time insight into customer data and benefits from automated processes. Through time tracking, Bexter now has better visibility of the efforts of its various departments, which helps them support future growth phases.

We recently switched from SalesForce to HubSpot, and Teun did a great job managing the project. He was super in communication and kept a close eye on the schedule. In addition, he is really a pro at setting up processes and workflows. Hans played a crucial role in the migration and data mapping. His expertise was evident and he communicated clearly. Thanks to their efforts, the migration went smoothly. Thanks for the fine cooperation!

Timo Immerzeel

Marketer, TrackOnline developed by Bexter

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