VTiger to HubSpot Migration for WRS Health

The Challenge

WRS Health aimed to improve their sales and marketing systems by migrating from Vtiger to HubSpot to allow for better functionality and automation. They needed to migrate over 10 years of historical data while ensuring no disruption to ongoing operations and preserving all historical data critical for business decisions.

The Goal

The primary goal for WRS Health was to migrate over 10 years of historical data from Vtiger to HubSpot while maintaining data integrity and accuracy. They aimed to enhance their sales and marketing automation capabilities by leveraging HubSpot’s Enterprise Suite, ensuring no critical business data was lost during the migration process. Additionally, the team needed training to effectively utilize HubSpot’s features for long-term success.

The Solution

To achieve these goals, Peddle initiated the project with a thorough system audit and migration planning process. A detailed assessment of WRS Health’s existing Vtiger setup was conducted, identifying critical data points and areas for improvement. Following this, a structured data migration process was executed, ensuring the accurate transfer of over 10 years of historical data to HubSpot without operational disruption.

The team implemented HubSpot’s Enterprise Suite, integrating Marketing, Sales, Service, CMS, and Operations Hubs to create a streamlined workflow across all departments. A comprehensive RevOps strategy was developed, aligning marketing, sales, and service functions while introducing custom dashboards and performance tracking tools for better decision-making. To ensure long-term success, Peddle also provided in-depth team training and created supporting documentation, empowering WRS Health to fully leverage HubSpot's capabilities moving forward.

The Results

The migration from Vtiger to HubSpot was executed successfully, enhancing operational efficiency and profitability. WRS Health now leverages HubSpot's Enterprise Suite for a fully integrated marketing, sales, and service experience. The focus on RevOps aligned all departments under a unified revenue strategy, leading to better data accuracy, streamlined workflows, and enhanced reporting capabilities for informed decision-making.