From Salesforce Chaos to Full HubSpot Operations in 2 Weeks
NextLM is a fast-growing SaaS platform helping businesses identify ready-to-buy prospects using real-time behavioral data across 370M+ profiles. With a rapidly scaling sales team and complex operational needs, they were running on Salesforce — but poor adoption and overcomplicated processes were slowing them down. In January 2026, we moved their entire revenue operation to HubSpot Enterprise and had them fully operational in under two weeks.
Challenge
NextLM was growing fast but their Salesforce setup wasn't keeping up. The platform was too complex for day-to-day use, adoption across the sales team was low, and critical processes were either broken or being done manually. They needed a clean, scalable revenue stack that their team would actually use — without losing momentum while they made the switch.
Solution
We migrated their entire operation to HubSpot Enterprise and rebuilt every sales and revenue process from scratch — in two weeks. Rather than lift-and-shift what existed in Salesforce, we redesigned everything to match how their team actually works. Key workstreams included full Salesforce to HubSpot Enterprise migration, complete sales process rebuild with structured pipelines, lead scoring from NextLM's own platform signals, usage tracking in HubSpot records, ARR and churn tracking dashboards, 15+ integrations including Stripe, Zapier, Slack, and custom cron jobs, plus automated notifications across the full sales cycle.
Results
Fully operational on HubSpot Enterprise within 2 weeks. Zero downtime — sales team back to full capacity almost immediately. Salesforce replaced completely with higher team adoption from day one. ARR growing rapidly with full visibility into revenue, churn, and pipeline health. 15+ system integrations running seamlessly in a single connected stack. Ongoing engagement — we continue to scale the system as the business grows.
The Challenge
NextLM was growing fast but their Salesforce setup wasn't keeping up. The platform was too complex for day-to-day use, adoption across the sales team was low, and critical processes were either broken or being done manually. They needed a clean, scalable revenue stack that their team would actually use — without losing momentum while they made the switch.
Our Approach
We migrated their entire operation to HubSpot Enterprise and rebuilt every sales and revenue process from scratch — in two weeks. Rather than lift-and-shift what existed in Salesforce, we redesigned everything to match how their team actually works. Key workstreams included full Salesforce to HubSpot Enterprise migration, complete sales process rebuild with structured pipelines, lead scoring from NextLM's own platform signals, usage tracking in HubSpot records, ARR and churn tracking dashboards, 15+ integrations including Stripe, Zapier, Slack, and custom cron jobs, plus automated notifications across the full sales cycle.
The Results
Fully operational on HubSpot Enterprise within 2 weeks. Zero downtime — sales team back to full capacity almost immediately. Salesforce replaced completely with higher team adoption from day one. ARR growing rapidly with full visibility into revenue, churn, and pipeline health. 15+ system integrations running seamlessly in a single connected stack. Ongoing engagement — we continue to scale the system as the business grows.