Full platform migration in just 1 month

The whole project, from the first call to the final wrap-up, was the smoothest data migration I have ever been a part of. While we were obviously highly motivated to move quickly, the MarCloud team met us at the same level to ensure we operated as one team across the month. Triana, Robin and Supan in particular were invaluable, answering questions quickly and professionally and always finding time to offer additional pointers and support. The Helio marketing team knew what we were supposed to be doing and how the work from MarCloud fed into it. Even with the very short deadline and some unexpected surprises along the way, the tone and collaboration remained calm throughout, and ultimately led to an excellent migration that didn’t just focus on the basics but ensured we felt fully embedded with HubSpot. I cannot recommend the service highly enough.

HubSpot Migration

We partnered with Marcloud on our HubSpot integration, leveraging their structured and well‑governed delivery approach to manage a complex migration. Having worked with them for several years previously as our Pardot partner, they brought a strong understanding of our business requirements, data architecture, and existing Salesforce configuration from the outset.   The engagement began with detailed discovery sessions, during which the Marcloud team documented our current marketing automation and Salesforce setup, identified technical and process‑level pain points, and defined a clear target‑state architecture. Rather than applying a like‑for‑like migration, they actively remediated issues within the existing environment to ensure the HubSpot implementation would integrate seamlessly with Salesforce and support long‑term scalability. Marcloud provided clear best‑practice recommendations and designed solutions aligned to our operational and reporting requirements, including the development of complex workflows to support lead management, lifecycle staging and downstream reporting. Delivery was managed through a collaborative operating model, with regular weekly status calls, clear milestones and transparent progress tracking. A particular strength was their ability to manage multiple parallel workstreams. While maintaining momentum on the HubSpot migration and keeping delivery on schedule, the team also addressed and resolved legacy Salesforce issues, ensuring data integrity and preventing the carry‑over of technical debt into the new platform. We worked closely with Jon, Kyle, Sam, and Brad, all of whom demonstrated strong technical expertise, responsiveness and a pragmatic approach to problem solving. Their disciplined delivery, combined with a deep understanding of both HubSpot and Salesforce, resulted in an implementation that is robust, well‑integrated and aligned with our business and reporting needs.