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    90% ADOPTION RATE: HOW ARTEMYN SUCCESSFULLY MIGRATED FROM SALESFORCE TO HUBSPOT

    When an industrial manufacturer's teams were avoiding their complex Salesforce system, they faced a critical turning point. Customer data was scattered, sales processes were stalled, and growth opportunities were being missed.

    After the implementation of their tailored HubSpot solution, Artemyn achieved what seemed impossible: near-universal adoption, streamlined workflows, and a unified 360° customer view that transformed their entire commercial operation.


    See how ↓

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      Boost User Adoption

      Improve Business Processes

      Enable Cross-Department Collaboration

    • WHEN SALESFORCE BECOMES A BURDEN RATHER THAN A BENEFIT

      "Our Salesforce implementation was actively slowing down our business. It was built for our parent company's processes, not ours."

      When Artemyn separated from its global industrial minerals group, they didn't just gain independence—they inherited a complex, procedure-heavy Salesforce implementation that created daily frustration for their teams. The system required extensive customization and maintenance, and was designed for corporate processes that didn't match how Artemyn's business actually operated.

      They couldn't afford the productivity loss from a system their teams were actively avoiding. Their situation reflects what we see across many manufacturing companies still using Salesforce:

      • Low user adoption with teams avoiding the CRM entirely, storing critical customer data in spreadsheets and emails
      • Excessive data entry requirements slowing down sales representatives in the field
      • Rigid workflows designed for corporate processes rather than actual business needs
      • Fragmented customer information with no single source of truth
      • Specialized process needs like sample management that weren't supported by their existing system

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    BEYOND SOFTWARE: WHY HUBSPOT SUCCEEDED WHERE SALESFORCE STRUGGLED

    "We needed a more intuitive system that worked the way our business works—not the other way around."

    Artemyn recognized that simply replacing one complex CRM with another wouldn't solve their fundamental challenges. After careful evaluation, they chose HubSpot for its user-friendly interface and flexibility, but they needed an implementation partner who could ensure a smooth transition from Salesforce and deliver:

    Drive team adoption through intuitive user experience

    Simplify processes while maintaining essential data capture

    Centralize customer information in one trusted location

    Connect sales and service teams seamlessly

    Support specialized B2B manufacturing workflows

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    OBJEctives

    Improved Collaboration Between Marketing and Sales
    Centralized Data Management
    Optimized Customer Engagement
    Data-Driven Decision-Making
    Scherm­afbeelding 2024-02-14 om 18.23.20

    TESTIMONY

    "The new HubSpot CRM at Artemyn has been live for just over a month, and it's already transforming the way we work. Tailored to the needs of our sales, technical support, and customer service teams, this simple and agile tool is designed to optimize every customer interaction. With impressive adoption rates and stellar five-star user feedback, we're clearly on the right track to delivering a truly customer-centric experience."

    - A. Garnier, Customer Experience Director at Artemyn

     

    How we made it happen

    Artemyn's tailored solution focused on not just technical migration but complete business transformation:

    1. Strategic Salesforce-to-HubSpot Planning

    • Conducted comprehensive data assessment to identify what to migrate and what to leave behind
    • Mapped Salesforce objects and workflows to more streamlined HubSpot equivalents
    • Developed clean data migration strategy to prevent transferring problematic legacy data

    2. Tailored HubSpot Implementation

    • Created multiple specialized pipelines for different service request types (Complaints, Sample Requests, Information Requests)
    • Designed streamlined sales pipeline reflecting actual sales motion
    • Built flexibility into every aspect of the system to encourage adoption
    • Implemented both Sales Hub Enterprise and Service Hub Professional

    3. User-Centric Change Management

    • Trained key users who then became internal champions
    • Developed step-by-step adoption plan with clear ownership
    • Created simplified processes requiring minimal data entry
    • Designed intuitive workflows matching actual business processe
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    INDUSTRY-SPECIFIC SOLUTION: Custom SAMPLE MANAGEMENT WORKFLOW

    We adapted standard HubSpot features to meet Artemyn's specific industrial needs:

    Created specialized ticket workflows for sample requests, a critical step for industrial clients before placing orders

    Connected sample tickets to sales transactions, providing clear traceability within the sales process

    Established a streamlined handoff between sales teams and the logistics department for sample shipping

    Built a tracking system to monitor sample requests from initiation to delivery

    Leveraged HubSpot's flexibility to accommodate this common manufacturing industry requirement

    Results

    In summary, the strategic setup of data migration, phased approach, integration with Salesforce, and focus on personalized experiences contributed to the transformative results achieved by ION in collaboration with Elixir.
    Closing the loop between Marketing & Sales:

    Our Solution of migrating from Salesforce/Pardot to HubSpot, unified ION's marketing and sales operations, ensuring a cohesive and efficient workflow.

    • Initially, a temporary integration was established between HubSpot and Salesforce during Phase 1, allowing leads generated in HubSpot to synchronize with Salesforce for continuous sales operations.
    • In Phase 2, as the sales department fully transitioned to HubSpot, a refined workflow was implemented. This workflow triggered automatic emails to Salesforce when a lead reached the "close reservation" stage, maintaining a synchronized and real-time data exchange.
    The result is a closed-loop system where marketing and sales collaborate, enabling personalized lead management, aligned objectives, and improved operational efficiency all within the HubSpot environment.
    Personalized Customer Experiences:

    In summary, Elixir's multifaceted solution approach optimizes engagement and satisfaction by strategically managing leads, introducing a responsive rotation system, enhancing data quality, synchronizing data between systems, and automating communication based on prospect behavior: 

    • Strategic Lead Management Workflow:

      • Assigns leads to sales representatives based on relevant projects.
      • Tailors prospect journeys to align with individual interests and preferences.

    • Responsive Rotation System:

      • Ensures fair and balanced lead distribution among sales representatives.
      • Guarantees each prospect receives individualized attention, contributing to a tailored experience.
    Ensuring Back Office Continuity:

    The solution achieves cost-effective operations for ION through strategic implementations:

    • Streamlined Processes:

      • HubSpot's integration streamlines day-to-day processes, reducing operational complexities.
      • Teams operate more cohesively, optimizing resource utilization and minimizing operational redundancies.

    • Unified Sales and Marketing:

      • This alignment optimizes the use of CRM systems and eliminates redundancies, contributing to cost reduction.
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    • Strategic Resource Allocation:

      • With improved operational efficiency and collaboration, ION can strategically allocate resources. >This ensures that resources are directed towards high-impact activities, enhancing overall cost-effectiveness.
    Cost-Effective Operations:

    Impact - FROM SALESFORCE FRUSTRATION TO HUBSPOT ENTHUSIASM

    Boosted User adoption

    Before: Teams avoided the CRM, storing critical data in spreadsheets and emails


    After: High engagement across departments with teams actively logging activities and customer interactions

    Unified Customer View

    Before: Fragmented customer data scattered across multiple systems


    After: Comprehensive 360° customer view enabling better relationship management and service delivery

    Operational Flexibility

    Before: Rigid processes forcing teams to work around the system


    After: Adaptable workflows designed for actual business needs while maintaining data integrity

    Streamlined Sample Management

    Before: Manual tracking and frequent miscommunication between sales and logistics


    After: Automated sample request process with complete visibility from request to delivery

    Looking into digital transformation?

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    A trusted partner


    We worked with Elixir to move from Salesforce to HubSpot, with a few objectives: make a simple, user-friendly, and efficient CRM. All expectations were met, thanks to a great team work with the Elixir team. Our new tool was delivered on time, on budget! Great experience... which is not finished as we are now looking at future steps: SAP integration, Marketing & content, Forecasting, ...
     

    Garnier, A.

    Customer Experience Director
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    Why Elixir Made the Difference


    Business Process Focus

    Unlike traditional implementers, we started with Artemyn's business requirements rather than system features. By understanding their unique commercial processes first, we designed a solution that enhanced rather than hindered their workflows.

    Adoption-First Philosophy

    Our implementation prioritized user adoption above all else, creating flexible processes that encouraged engagement while still maintaining necessary structure and governance.

    Manufacturing Industry Expertise

    Our deep experience with industrial manufacturers meant we understood Artemyn's specific needs around sample management, complaint handling, and complex B2B sales processes.

    Future-Ready Foundation

    The implementation wasn't just for today's needs. We built a scalable foundation ready for future growth, including planned SAP integration and marketing automation.

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