When your systems are spread across too many tools, growth starts to feel harder than it should.
That was the reality for Nova Buildings Asia, a provider of pre-engineered steel buildings and structural solutions operating across Asia-Pacific. Their team was using Salesforce for sales, separate tools for marketing, and WordPress for the website. On paper, each tool had a role. In practice, the setup created disconnected data, manual reporting, and limited visibility across the customer journey.
They knew it was time to switch from Salesforce to HubSpot, not just to replace a CRM, but to simplify the way sales, marketing, and website operations worked together.
This case study shows how Team CloudSource helped Nova Buildings Asia migrate Salesforce to HubSpot, unify their revenue operations, and create a more scalable system for growth.
Nova Buildings Asia had already invested in Salesforce, but the team found it difficult to use it day-to-day. Reporting was unclear, adoption was low, and the marketing functionality didn’t support the campaigns and attribution visibility they needed.
This is one of the most common Salesforce data migration challenges we see: companies may have a powerful platform, but not one that fits their actual workflows or team capabilities.
At the same time, their website was hosted on WordPress, completely separate from their CRM and marketing data. That meant they had no easy way to connect web enquiries, campaign activity, and sales outcomes in one place.
The result was a fragmented tech stack with several key issues:
Sales and marketing were operating in disconnected systemsFor Nova Buildings Asia, the question wasn’t just Salesforce vs HubSpot migration. It was how to build a system that people would actually use.
The goal was clear: bring everything together into one platform and create a better operating model for the business.
Nova Buildings Asia wanted to:
Replace Salesforce with a more intuitive CRMIn other words, they needed a complete CRM migration to HubSpot that would support both immediate usability and long-term strategy.
At Team CloudSource, we see HubSpot migration services as more than data transfer. A successful migration should improve the way a company works, not just replicate old problems in a new platform.
Our approach focused on four priorities:
Cleanly migrating historical sales recordsThis is the real answer to how to unify sales and marketing data in HubSpot: you do not just move records. You redesign the system so both teams can work from the same source of truth.
We started with a full HubSpot CRM data migration, moving Nova Buildings Asia’s sales database from Salesforce into HubSpot while preserving important historical context.
A strong HubSpot data migration process is essential here, especially if you want the best way to migrate CRM data without losing contacts. That meant cleaning records, mapping fields carefully, and ensuring the new system reflected what the sales team actually needed.
From there, we implemented HubSpot Sales Hub Professional and rebuilt their pipelines for clearer opportunity management. We also created custom dashboards so leadership could view pipeline performance and sales activity in real time.
On the marketing side, we implemented HubSpot Marketing Hub Professional, connected website forms and social channels, and set up attribution reporting so marketing activity could finally be tied to CRM outcomes.
We also began migrating their WordPress site to HubSpot CMS, which is a major step for any business asking how to migrate from Salesforce to HubSpot step by step, while also unifying the website experience.
Finally, we delivered onboarding and training sessions for both sales and marketing teams to support adoption from day one.
To migrate Salesforce to HubSpot successfully, you need more than a technical transfer. You need a thoughtful plan, clean execution, and a system that actually supports the way your teams work.
That is what makes a CRM migration to HubSpot worthwhile.
For Nova Buildings Asia, the move created a single source of truth across sales, marketing, and website data, reducing complexity and building a stronger foundation for future growth.
If your business is considering a move and weighing Salesforce vs HubSpot migration, the right implementation can make all the difference. Get in touch with us, and we’ll help you through.