Case Study: ACS achieves real-time pipeline visibility and streamlined sales operations with ClearPivot’s HubSpot migration

ACS launches HubSpot in 2 weeks with ClearPivot

ACS, a company specializing in custom engineering and facility design, needed to streamline its sales and marketing operations after its Microsoft Dynamics CRM became bogged down with complex customizations. The system hindered real-time pipeline visibility and created inefficient workflows. Seeking a fresh start, ACS partnered with ClearPivot to migrate to a new HubSpot environment.

ClearPivot meticulously configured HubSpot to mirror ACS's existing Sandler sales process, ensuring a smooth transition for the sales team. Using a HubSpot Sandbox, they collaborated with ACS stakeholders to design clean workflows and migrate data effectively. As a result, ACS achieved full user adoption, automated lead routing, and gained real-time reporting capabilities. ClearPivot's solution eliminated the need for manual oversight and provided the sales team with immediate, actionable data visibility.

ACS