CASE STUDY
Coatings Manufacturer De-Risks a Salesforce-to-HubSpot Migration
Client profile
Carbit Paint, a Chicago-based industrial coatings manufacturer, provides formulation, consultation and production to meet the needs of its customers. Founded in 1925, Carbit is now a leading manufacturer of compliant and environmentally friendly coatings.
Case study highlights
Carbit needed a more effective way to manage its sales and marketing data. After years of using Salesforce, the team sought a more streamlined and user-friendly platform that could unify sales and marketing functions.
Simple Machines led the migration from Salesforce to HubSpot, applying a structured planning and data-mapping approach to ensure a seamless transition of Carbit’s data, processes and workflows into the new platform.
The goal was not just to move systems, but to give Carbit a CRM their team would actually adopt.
Key deliverables
- Salesforce to HubSpot CRM migration with custom object and field mapping
- Sales process mapping, pipeline design and lifecycle stage alignment
- HubSpot onboarding, training and implementation
- Dashboard setup and custom reporting
The Challenge
- Carbit had outgrown its CRM setup. Using Salesforce created challenges in accessibility and alignment between sales and marketing.
- The team needed a centralized platform for sales and marketing data, better visibility into the sales funnel, improved tools for campaign execution and more efficient ways to track and segment leads.
- Switching platforms carried inherent risks — data loss, broken workflows and downtime — so Carbit needed a partner who could manage the technical migration and guide the team through change without disrupting day-to-day operations.
The Solution
- Simple Machines helped Carbit migrate to HubSpot — from upfront planning and data mapping through import, validation and quality assurance.
- By customizing HubSpot’s setup to fit Carbit’s sales and marketing processes before migration, we ensured Carbit started with a clean, usable foundation rather than retrofitting after go-live.
- Following the migration, we delivered role-based HubSpot training and process documentation tailored to Carbit’s team, along with best practices for ongoing segmentation, reporting and data management.
The Results
Centralized Platform
Sales and marketing data now lives in one system, reducing manual work and improving day-to-day adoption.
Better Insights
Real-time campaign analytics and reporting provide a clear view of performance and reliable attribution across campaigns and channels.
Improved Segmentation
Streamlined contact management saves time and increases outreach effectiveness.
Consistent Follow-Up
Automated processes help nurture leads, enforce consistent follow-up and keep the team aligned on next steps.
Simple Machines made the migration process smooth and efficient. They handled the technical migration of our data into HubSpot, ensuring accuracy and completeness, while also customizing the setup to fit our specific sales and marketing processes.
David Westerman, President, Carbit