Consulting Programs

How One Manufacturer Unified Four Business Units and 900K Records Inside HubSpot

10 min read
How One Manufacturer Unified Four Business Units and 900K Records Inside HubSpot

Client Overview

The client is a leading manufacturer of high-end adjustable bed bases and mattresses, distributing its products through both direct-to-consumer (DTC) and nationwide retail channels. Since 2003, their in-house R&D team has driven their industry leadership with over a hundred patented innovations, delivering superior sleep experiences to a discerning market.

Client: Leading U.S. Manufacturer (Anonymous)
Industry: Manufacturing
Solution Delivered: HubSpot Technical Consulting, Enterprise CRM Implementation, System Integration, Data Migration
HubSpot Products Used: Marketing Hub Enterprise, Sales Hub Enterprise, Service Hub, Operations Hub
Timeline: August 2023 - December 2023

Full Migration to HubSpot Enterprise CRM

A complete transition from Salesforce created a centralized, scalable system for all customer operations.

900,000+ Records Migrated with Zero Downtime

Critical data moved into HubSpot with full integrity, ensuring continuity across every team.

Four Bi-Directional Integrations Connected

HubSpot now syncs seamlessly with ERP, eCommerce, tax, and order systems for unified operations.

100% Alignment Across All Teams

Service, B2C, B2B, and Order Management teams now work from the same data and processes.

Automated Workflows Across Fulfillment and Service

Manual steps were eliminated, speeding up delivery and improving consistency.

Real-Time Dashboards for Unified Visibility

Sales, service, and operations performance can now be monitored instantly through connected reporting.

The Challenge

The client was constrained by a fragmented and aging tech stack centered around Salesforce. To scale its multi-channel business, the company needed to execute a complex operational transformation without disrupting business continuity.

Disconnected Teams and Workflows

Service, B2C Sales, B2B Order Management, and Business Development operated in silos, each using separate systems and processes. This created inconsistent data, duplicated manual work, and slow, error-prone handoffs. Leadership lacked a single view of customers, making it difficult to understand performance across the business. 

Complex Data and System Migration

The migration required moving over 900,000 Salesforce records, including a deeply relational product library critical to sales and service. Mole Street rebuilt all data relationships and automation logic in HubSpot, using a phased approach to protect data integrity and ensure zero downtime.

Lack of Integrated Systems

Key workflows for e-commerce, tax, and order fulfillment ran across disconnected platforms, leading to data discrepancies and operational inefficiencies. Without real-time sync or unified reporting, visibility was limited. 

 
 

Key Deliverables

CRM Implementation

Completed an enterprise rollout of HubSpot Marketing, Sales, Service, and Operations Hubs to unify core teams and processes.

Data Migration

Transferred more than nine hundred thousand Salesforce records with full data integrity and no disruption to daily operations.

Custom Architecture

Rebuilt complex product and component relationships using custom objects designed for long term scalability.

Integrations

Delivered four bi directional integrations connecting ERP, ecommerce, tax, and fulfillment systems for seamless data flow.

Automation

Streamlined order, service, and pricing workflows to reduce manual work and create consistency across business units.

Reporting

Real time dashboards provide unified operational visibility and support faster, more informed decision making.

The Solution

Mole Street was engaged to lead a full-scale migration from Salesforce to HubSpot, architecting a unified CRM platform that would serve as the central nervous system for Reverie's entire commercial operation. The transformation centered on five strategic pillars: enterprise implementation, large-scale data migration, custom system integration, business process automation, and team enablement.

Comprehensive HubSpot Implementation

Mole Street deployed HubSpot across all business units, replicating and enhancing Reverie’s Salesforce data model. Custom objects, workflows, and training ensured seamless adoption and scalable operations.

Large-Scale Salesforce Data Migration

Over 900,000 records, including relational product data, were migrated to HubSpot with zero downtime. Accurate mapping and validation enabled instant access to clean, structured data.

Four Custom System Integrations

Using AWS Lambda, Mole Street built bi-directional integrations connecting HubSpot with core systems like Epicor P21, Salesforce Commerce Cloud, and Avalara — streamlining order management, tax, and fulfillment.

Advanced Business Process Automation

Key processes like contract management, service ticket conversions, and product pricing were automated, eliminating manual work and improving accuracy across sales and service teams.

Team Enablement and Adoption

Hands-on training, detailed documentation, and post-launch support ensured teams were fully equipped to manage HubSpot independently and optimize workflows over time.

Before and After Mole Street

Team Alignment

Before

Fragmented teams operating in silos

After

Unified platform for Service, Sales, and Operations

Impact

Stronger collaboration and cross-functional alignment

System Integration

Before

Disconnected systems and manual data entry

After

Four automated, bi directional integrations

Impact

Reduced errors and seamless data movement

Customer Visibility

Before

No single source of customer truth

After

360 degree customer view in HubSpot

Impact

Better personalization and more informed engagement

Product Data Management

Before

Complex, inaccessible product data

After

Centralized and relational product library

Impact

Faster access to accurate product information

Order and Service Processes

Before

Manual order and service processes

After

Fully automated order and service workflows

Impact

Higher efficiency and fewer operational delays

Business Visibility

Before

Lack of real time business visibility

After

Real time dashboards and reporting

Impact

Faster, data driven decision making

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