Based on 495 Reviews | 4.9 out of 5

Hubspot Logo
Skip to content

Inorganic Ventures: 88,000+ Record Migration from Sugar CRM to HubSpot with Data Quality Issues Eliminated

11-50 Employees

Sales Hub | Service Hub | Marketing Hub
Inorganic Ventures: 88,000+ Record Migration from Sugar CRM to HubSpot with Data Quality Issues Eliminated
Background-icon

Background

Inorganic Ventures is a leading B2B chemical manufacturing company based in the United States, specializing in high-quality analytical standards for laboratories worldwide. They serve a diverse customer base, including pharmaceutical companies, environmental testing labs, and research institutions, through their multiple divisions, including Pure Analytical Laboratories.

 

Inorganic Ventures relied heavily on their CRM system to manage detailed customer specifications, regulatory compliance data, and order processes. They had been using SugarCRM for years, but the system had become a bottleneck limiting their growth and operational efficiency.
Problem-icon

Problem

Inorganic Ventures was facing critical challenges that were hampering their ability to scale their business effectively:

Frame 1529 Frame 1530
  • Massive Data Quality Crisis: Their Sugar CRM contained over 88,000+ records with extensive data quality issues. Duplicate companies, incomplete contact information, and inconsistent data entry had created a chaotic system. Research shows that poor data quality can cost organizations an average of $15 million annually through missed opportunities and operational inefficiencies.
  • Disconnected Legacy Systems: Critical business data was scattered across Sugar CRM, Sage ERP, and multiple other systems with no integration. Sales teams couldn't access customer specifications from Sage, while customer service couldn't see complete order histories, leading to frustrated customers and missed sales opportunities.
  • Manual Reporting Nightmare: Inorganic Ventures needed 94 custom reports to track everything from deal pipelines to customer compliance requirements. These reports had to be manually compiled from multiple systems, consuming hundreds of hours monthly and often containing outdated information by the time they were completed.
  • Email Association Chaos: All customer emails were incorrectly associating with multiple deals instead of the specific orders they related to. When customers sent multiple orders in one day, the system would link all communications to previous deals, creating confusion and processing delays.
  • Complex Data Migration Challenge: The company needed to migrate not just standard CRM data but also specialized fields for chemical specifications, regulatory information, and technical product details that were critical for their laboratory customers.
  • Inefficient Deal Management: Their sales process involved complex quoting with specialized pricing structures, volume calculations, and regulatory compliance tracking that their current system couldn't handle effectively.
Light-Bulb

Solution

We implemented a three-part transformation to migrate Inorganic Ventures from Sugar CRM to HubSpot while solving their data quality and operational challenges
Frame 1535 Frame 1535
Data processing validation report showing successful import of 73,177 records with Python script warnings about deprecated DataFrame.applymap function, plus confirmation of unique keys and no duplicate columns in source and target files. Data processing validation report showing successful import of 73,177 records with Python script warnings about deprecated DataFrame.applymap function, plus confirmation of unique keys and no duplicate columns in source and target files.

Part 1: Complete Data Migration and Quality Enhancement

  • Migrated 88,829 contacts, thousands of companies, deals, tickets, and custom notes from Sugar CRM to HubSpot
  • Implemented advanced data mapping for specialized chemical industry fields, including product specifications, regulatory codes, and technical requirements
  • Created custom objects for industry-specific data like laboratory certifications and compliance tracking
  • Established data validation rules and quality controls to prevent future data degradation

Part 2: Advanced Integration and Process Automation

  • Built sophisticated email association workflows to ensure communications link only to relevant deals and orders
  • Implemented lead scoring system migration from legacy HubSpot score to new advanced scoring features
  • Created automated pipeline management for complex quoting processes with multi-stage approval workflows
  • Developed custom reporting system replicating their 94 essential Sugar CRM reports in HubSpot's advanced reporting environment
HubSpot workflow automation for ticket management showing enrollment trigger, 15-minute delay, conditional branching logic for CX/CPD tickets with automated email responses, and record updates including "Auto Response Sent" field modification. HubSpot workflow automation for ticket management showing enrollment trigger, 15-minute delay, conditional branching logic for CX/CPD tickets with automated email responses, and record updates including "Auto Response Sent" field modification.
HubSpot Brand Identity configuration interface for Pure Analytical Laboratories showing Brand Kit setup with company logo, favicons, color palette (red, gray, purple, and blue tones), Roboto font selection, and Brand Voice settings for consistent marketing materials. HubSpot Brand Identity configuration interface for Pure Analytical Laboratories showing Brand Kit setup with company logo, favicons, color palette (red, gray, purple, and blue tones), Roboto font selection, and Brand Voice settings for consistent marketing materials.

Part 3: Multi-Brand Setup and Operational Optimization

  • Established separate brand units for Pure Analytical Laboratories with custom themes, templates, and workflows
  • Built custom email templates, landing pages, and marketing assets tailored to their technical audience
  • Implemented advanced deduplication processes removing over 1,600 duplicate companies and hundreds of duplicated contacts
  • Created specialized ticket pipelines merging their CPD and Customer Experience departments into unified "Client Operations" workflow
Vector (3)

Results

  • Eliminated Manual Ticket Processing - Automated routing and assignment removed the delays caused by manual ticket distribution, allowing families to get help faster when they need it most.
  • Increased Service Capacity - By eliminating manual administrative tasks, staff could handle significantly more service requests without adding headcount.
  • Improved Data Accuracy - Direct integration between Typeform and HubSpot eliminated manual data entry errors that were previously causing delivery delays and confusion.
  • Faster Team Onboarding - The Hands and Feet's new automated processes made it much easier for new staff and volunteers to understand and follow established procedures. Our ongoing HubSpot Support ensures their team stays productive.
  • Complete Operational Visibility - Leadership now has real-time dashboards showing exactly how their team is performing, where bottlenecks exist, and which geographic areas need additional attention.

According to Salesforce research, businesses that leverage CRM software see sales increases of 29%, productivity improvements of 34%, and forecast accuracy improvements of 42%, positioning Inorganic Ventures to capture these benefits with their new HubSpot system.

Others Case studies

Only Using 10% of HubSpot?

You can get this results too:

Group 14 (1) Group 14 (1)