Introduction

Growing businesses eventually hit a point where their systems can’t keep up with their ambition. This case study explores how Team CloudSource, a trusted HubSpot partner agency, helped Puredome, a leading business security solutions provider, transition its sales, marketing, and website operations through a seamless HubSpot CRM migration.

Through a structured HubSpot implementation process, hands-on onboarding, and ongoing guidance from experienced HubSpot CRM consultants. At Team CloudSource, we believe onboarding isn’t just about setup; it’s about setting teams up for long-term success.

The project was led by Ali, Founder & CEO at Team CloudSource, alongside Jim, Account Manager, who worked closely with Puredome’s internal teams throughout the onboarding journey.

About Puredome

Puredome is an innovative company specialising in the production and distribution of high-quality business security products. With a rapidly expanding customer base, the team needed a CRM that could scale with them while supporting smarter marketing and stronger sales alignment.

After evaluating several platforms and comparing HubSpot vs other CRMs, Puredome decided HubSpot offered the flexibility, usability, and automation they needed for long-term growth. This decision marked the beginning of their journey toward a more connected and data-driven operation.

Challenges Before HubSpot Migration

Like many growing organisations, Puredome faced several challenges before the HubSpot migration that were slowing momentum.

Fragmented sales and marketing processes
Sales and marketing teams were operating in silos, with no single source of truth. This lack of visibility made collaboration difficult and negatively impacted the customer experience.

Limited automation and reporting
Their previous systems lacked the automation required for effective lead nurturing, customer tracking, and performance reporting. These challenges during the HubSpot migration highlighted how much time and insight were being lost due to disconnected tools.

Lack of in-house CRM expertise
Without prior experience with advanced CRM platforms, Puredome needed expert support to ensure the migration was not only smooth but also successful in the long term.

Why Puredome Decided to Move to HubSpot

So, why switch to HubSpot?

Puredome chose HubSpot for its ability to unify CRM, marketing automation, and website management into a single platform. The promise of better collaboration, scalable automation, and real-time insights made the decision clear. However, they also knew that unlocking the benefits of HubSpot CRM required the right implementation partner.

The Solution: A Structured HubSpot Implementation Process

1. Consultation and needs assessment
   Team CloudSource began with a deep-dive consultation to understand Puredome’s workflows, goals, and pain points. This allowed us to design a tailored HubSpot implementation process aligned with their business needs.
2. End-to-end HubSpot CRM migration
   As an experienced HubSpot partner agency, we handled the complete CRM migration, from data transfer and pipeline setup to user permissions and system customisation.
3. Training and enablement
   Instead of generic training sessions, we focused on practical, role-based learning. Jim led hands-on training sessions, ensuring Puredome’s team felt confident using HubSpot in their day-to-day work — not just during onboarding, but long after go-live.
4. Sales and marketing alignment
   By integrating HubSpot’s CRM and marketing tools, we enabled smoother lead handoffs, accurate lead scoring, and closed-loop reporting, bringing both teams onto the same page.

Results After Switching to HubSpot

The results after switching to HubSpot were both immediate and measurable.

Streamlined operations and collaboration
By unifying sales, marketing, and website data, teams gained full visibility into the customer journey and eliminated duplicate efforts.

Improved lead nurturing and conversions
Automated workflows and personalised campaigns helped Puredome engage prospects more effectively, improving lead quality and accelerating conversions.

Actionable insights and smarter decisions
HubSpot’s reporting tools gave Puredome real-time performance insights, enabling data-driven decisions that improved ROI and supported sustainable revenue growth.

Conclusion

From strategy to execution, Ali remained closely involved in shaping the overall HubSpot roadmap, ensuring the implementation aligned with Puredome’s long-term growth goals rather than just immediate operational fixes.

By partnering with Team CloudSource, Puredome successfully navigated its HubSpot CRM migration and transformed how its teams work together. With expert guidance, a structured implementation, and ongoing support, HubSpot became more than just a CRM; it became a growth engine.

This case study demonstrates how the right HubSpot CRM consultants and a thoughtful implementation can help businesses overcome migration challenges and fully realise the value of HubSpot in today’s competitive landscape.