Case Study: Instaffo replaces Salesforce with HubSpot Sales Hub with Avidly

Instaffo replaces Salesforce before license expiry with Avidly

Instaffo, an HR technology company, needed to urgently replace its expiring Salesforce license with a new CRM that was built around its actual sales process rather than a generic template. The challenge, handled by vendor Avidly, involved cleaning and migrating legacy data, maintaining an existing SevDesk invoicing workflow, and completing a complex migration without any operational disruption before a hard deadline.

Avidly implemented HubSpot Sales Hub in a phased approach, beginning with discovery workshops to configure the system around Instaffo's sales process. The solution included a custom integration that automates invoice creation by extracting deal data from HubSpot and sending it directly to SevDesk via its API. As a result, Instaffo met its license deadline with zero disruption, automated a previously manual invoicing process, and established a scalable CRM that acts as its central operational system.

Instaffo