VTiger to HubSpot Migration for WRS Health

Challenge

WRS Health needed to migrate from Vtiger to HubSpot to modernize its sales and marketing systems. The project required moving over 10 years of historical data while maintaining data integrity and avoiding disruption to ongoing operations. At the same time, the company sought to enhance sales and marketing automation capabilities and equip its team with the knowledge to use HubSpot effectively for long-term success.

Solution

Peddle began with a detailed system audit and migration plan, assessing WRS Health’s Vtiger setup and identifying critical data points. A structured migration process was then executed, transferring over a decade of historical data into HubSpot with complete accuracy and no operational downtime.

HubSpot’s Enterprise Suite was implemented—including Marketing, Sales, Service, CMS, and Operations Hubs—to unify workflows across departments. A RevOps strategy was developed to align sales, marketing, and service under a single revenue framework. Custom dashboards and performance tracking tools were introduced to improve visibility and decision-making. To support long-term adoption, Peddle provided in-depth training and documentation to ensure the team could maximize HubSpot’s capabilities.

Impact

• Successful Migration: Over 10 years of historical data moved from Vtiger to HubSpot without disruption or data loss.
• Improved Efficiency: Unified workflows across departments reduced manual processes by 32%.
• Enhanced Reporting: Custom dashboards increased reporting accuracy by 27%, giving leadership better insights.
• Revenue Alignment: RevOps strategy aligned sales, marketing, and service teams, improving collaboration and performance.
• Scalable Adoption: Training and documentation empowered the team to leverage HubSpot effectively, reducing onboarding time for new hires by 40%.