Aptitude 8: Technical Architecture & Deployment

SF to HubSpot Transition

A8 worked with us on discovery, strategy, execution, and implementation for a full migration from Salesforce to HubSpot. Their team helped get our arms around a full transition from a complex and outdated CRM system with a full revamp on project management processes within the HubSpot ecosystem. They worked with multiple internal teams and external partners that were added to the tech stack. They have the team and resources to offload the high-friction execution deliverables and stay on track towards the end goals. Hard to find an agency that has expertise in multiple different platforms including HubSpot, Salesforce, and Monday like A8 can offer. We would not have been able to make this significant of a transition without their help.

Great experience

Travis and his team were incredibly helpful and patient throughout the entire process. Travis is a clear, engaging, and highly effective teacher. I couldn’t be happier with the experience!

Great training

Travis and Josh were very helpful and patient in training us on using this impressive tool. We have very specific needs to provide great customer service to our clients and they taught us how to get the information we need. I truly appreciate their knowledge and ability to share it with us. Thanks guys for helping us to start understanding the power of HubSpot.

Strategic, Steady Partners on a High-Stakes Systems Transformation

The Aptitude 8 team (Jen, Tom, and Matt) led a seven-month implementation for us involving a custom integration between HubSpot CRM and Bullhorn ATS. The project required reconfiguring and upgrading a legacy HubSpot marketing instance into a full CRM while managing complex data mapping and workflow integrations with Bullhorn. It was not simple — and they handled it exceptionally well. Their communication was clear and consistent. They were flexible as our requirements evolved, transparent in their approach, and extremely strong with technical documentation. When we were deep in data mapping and workflow details, they reminded us to always keep our eye on the prize. Our end results have been fantastic! This was my second time working with Aptitude 8. I am a raving fan and would be happy to speak directly with anyone evaluating them.

The "Blue Angels" of CDP/CRM!

A8 was a great partner in helping RectorSeal implement a CDP, in conjunction with our existing HubSpot CRM. All things professional, skilled, knowledgeable, and proficient, and yet a very down-to-earth approach to change management and collaborating alongside our team. You not only taught us how to fish, but where to find our next pond. Thank you!

Smooth HubSpot Implementation

Aptitude 8 was fantastic throughout onboarding—professional, patient, and genuinely committed to understanding how MERS works. They handled every request thoughtfully and tailored the entire setup to our workflow.

The best asset to a marketing team

I've been working with Aptitude 8 for over a year now, and I have nothing but positive things to say about the team. From the initial project kickoff to our retainer hours, the A8 team has always made sure we are mindful of our hours and system from the beginning. I've been fortunate enough to work with Matty Wilson and Travis McGinnis. They not only helped clean up my system by working through our initial phase of cleaning up over 1000 properties, to helping build out our lead scoring model, which we use every day now. They've also been a great team in tackling smaller tasks, such as ensuring someone helps me clean up the over 300 workflows with errors. Both team members do a great job ensuring you're setting the system up for success, while still hitting the goals you want to accomplish. Anyone would be lucky to work with one or both of these team members. I look forward to our calls and having a sounding board for someone else who understands the system in a high level way. I cannot thank this team enough for everything they've done for me and my HubSpot instance. The working relationship they have provided me. The trust I have within them to accomplish this fully and to the highest standards.

Reliable, Knowledgeable HubSpot Partner

We’ve had a great experience working with Aptitude 8 during our HubSpot build-out. They’re incredibly detail-oriented, organized, and consistently prepared, which made a complex setup feel manageable. The team is knowledgeable and confident, especially when it comes to Salesforce integrations, and they were able to explain things clearly without overcomplicating the process. On top of that, they’re genuinely pleasant to work with, professional, responsive, and always positive. We’d absolutely recommend them to any team looking for a strong HubSpot partner.

An Incredible Partner for Our HubSpot Journey

Aptitude 8 has been an incredible partner in our transition to HubSpot. Mallory and Bree helped us establish strong best practices and get our instance set up in a way that truly works for our team. Their impact went well beyond implementation, which is why we’ve continued to partner with them. They’re knowledgeable, proactive, and easy to work with.

Absolutely incredible service—and amazing solutions.

Our organization would not have been able to manage our HubSpot implementation (and ongoing management of our CRM and events platform) without Aptitude 8. Their team is knowledgeable, responsive, and forward-thinking, helping to solve for needs we're not even aware of yet. I would recommend their services to anyone and everyone. Shoutout to Bree, Mallory, and Jade for being the best partners we could ask for!