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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, ensuring a seamless transition of Carbit’s data, processes and workflows into the new platform.

Key deliverables included:

  • Salesforce to HubSpot CRM migration

  • Sales process mapping and pipeline configuration

  • 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 handle the technical migration while ensuring their team could hit the ground running in HubSpot.

Salesforce-to-HubSpot Migration

The Solution

  • Simple Machines helped Carbit migrate to HubSpot — from planning and data mapping through import and quality assurance.

  • By customizing HubSpot’s setup to fit Carbit’s sales and marketing processes ahead of time, we helped ensure Carbit had a clean foundation to work from.

  • Following the migration, we provided HubSpot training tailored to Carbit’s needs along with best practices for ongoing segmentation, reporting and data management.

AI Chatbot
“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

The Results

Centralized Platform

Sales and marketing data now lives in one system, making it easier to track engagement and monitor the pipeline.

Better Insights

Real-time campaign analytics and reporting provide a clear view of performance and enables attribution.

Improved Segmentation

Streamlined contact management saves time and increases outreach effectiveness.

Consistent Follow-Up

Automated processes help nurture leads and keep the team aligned.

AI Chatbot
“Since migrating to HubSpot, we’ve seen significant improvements in how we manage and track our sales funnel and our customer relationships. Centralizing our sales and marketing data into one platform has given us a consolidated resource, making it easier to track engagement, monitor our pipeline, and measure campaign results in real time.”

  • David Westerman, President, Carbit

Let’s Chat

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