A CRM is only as good as the people who designed it and the way they put it in place. We’ve seen that hold true across more than 2,000 projects for 864 customers. We’ve seen it in Salesforce orgs that cost a fortune and did nothing, and in HubSpot portals that ran entire businesses. The platform matters far less than most buyers think. The design and the execution decide almost everything.
Periti Digital is a HubSpot Elite Solutions Partner, and we’re also partnered with Anthropic. We run complex HubSpot implementations, data migrations, ERP integrations, and Salesforce and Microsoft Dynamics rip-out and replace projects for companies with 200 to 2,000 employees. Our teams work across Europe and the US from Dublin, London, Rotterdam, Vilnius, Munich, Lisbon, Boston and New York.
This page isn’t a guide to what a CRM is. It explains how we do CRM, where most projects go wrong, and what we do differently.
Periti at a glance | |
HubSpot partner tier | Elite Solutions Partner |
Technology partners | HubSpot, Anthropic |
Customers | 864 |
Projects delivered | 2,000+ |
Customers with CRM migration or rip-out projects | 233 |
Salesforce rip-out and replace projects | 58 |
Customers with integration projects | 245 |
ERP integration projects | 68 |
Largest rollout | 1,200 users across Europe (Franchise Brands) |
Offices | Dublin, London, Rotterdam, Munich, Lisbon, Boston, New York |
They underestimate it.
Most companies buy HubSpot to track deals, manage a pipeline and do some light forecasting. If that’s all you use it for, you’re paying for a platform and using a fraction of it.
We build HubSpot as the revenue nerve center for the whole business. Marketing, sales, service, finance and operations all feed one system, and the people and AI agents working on revenue can trust what they find there. When it’s built properly, your CRO, your CFO and your agents all work from the same picture of every customer. When it isn’t, you have an expensive address book.
We’ve done a lot of Salesforce and Dynamics rip-outs. If we’re honest, many of them had less to do with the software than with the process underneath it.
The system is a means to an end. Without a strategy and solid execution, it makes no difference whether you’re on Salesforce or HubSpot. What matters is who set it up, why they set it up that way, and how closely it matches where the company is trying to go. A badly designed HubSpot portal will fail just as surely as a badly designed Salesforce org.
Our biggest proof of this is Franchise Brands. It was a 1,200-user rollout and the largest HubSpot implementation ever delivered in EMEA. Their teams were spread across Europe, working in different systems, different languages and very different ways of selling. We brought them all into one HubSpot environment with one common playbook. That took serious data integration work across multiple systems, and just as much work understanding how each market actually operated.
The platform they chose isn’t what made it work. The planning, the design and the execution did.
Many of the leaders we work with have never implemented a CRM or run a data migration. That’s normal. You might be a new CRO brought in to fix the revenue process, and you’ll arrive with a clear idea of how things should be organized.
We take that vision, combine it with what we’ve learned from 2,000+ projects, and produce a plan that will actually work. Sometimes that plan looks different from the one you came in with. That’s the job. You’re not hiring us to configure what you ask for. You’re hiring us to make sure the system, whether that’s HubSpot, Anthropic, middleware or all of it together, supports where the business is going over the long term.
Every migration starts the same way. The client wants all of their data moved across, because they might need it someday.
We regularly inherit Salesforce orgs with up to 15 years of data locked inside. Some of it is gold. Much of it is duplicate, outdated, half-finished or simply wrong. Moving all of it into HubSpot doesn’t preserve your history. It contaminates your new system.
Here’s the question we ask about every object and field: why are we taking this out of the old system, and what job will it do in the new one?
Our answer is that everything going into HubSpot has to serve as context. Context is the new oil. AI agents, automation and reporting are only as good as the data they reason over. Fifteen years of historic deals, conversations and customer records can be extremely valuable to an agent, but only if they’re reformatted, cleaned and structured with a clear purpose. Untrustworthy data stays out. We would rather leave a field behind than let it mislead an agent, or a sales leader, for the next five years.
Lifting and shifting. Rebuilding every old field, workflow and report in HubSpot means paying for a new platform and keeping the old problems. We audit what’s actually used, retire what isn’t, and redesign what’s left for how HubSpot works.
Migrating without a data model. If you load data before agreeing on objects, associations and ownership, you get a mess that’s very hard to undo. We design the architecture first and migrate into it.
Losing the relationships. Records without their associations are just rows. Contacts lose their companies, deals lose their history, and agents lose their context. We test migrations in a sandbox and have your team validate real records before cutover.
Silent failures after go-live. We stay close during hypercare, because the problems that matter usually show up in week two, not on day one.
Lifting and shifting. Rebuilding every old field, workflow and report in HubSpot means paying for a new platform and keeping the old problems. We audit what’s actually used, retire what isn’t, and redesign what’s left for how HubSpot works.
Migrating without a data model. If you load data before agreeing on objects, associations and ownership, you get a mess that’s very hard to undo. We design the architecture first and migrate into it.
Losing the relationships. Records without their associations are just rows. Contacts lose their companies, deals lose their history, and agents lose their context. We test migrations in a sandbox and have your team validate real records before cutover.
Silent failures after go-live. We stay close during hypercare, because the problems that matter usually show up in week two, not on day one.
Full HubSpot builds across every Hub you run, mapped to how your team actually sells, markets, and supports — not a generic template.
Moving off Salesforce, Pipedrive, Zoho, or a spreadsheet mess? We carry your data, your automations, and your history across cleanly — nothing gets lost in transit.
Connect HubSpot to your billing, product, support, or internal tools. When there’s no native integration, we build one.
UI extensions, serverless apps, custom CMS themes, and workflow actions — for when out-of-the-box HubSpot needs to do something it doesn’t do yet.
Structured, role-specific training for sales, marketing, service, and ops — live or recorded, built toward real certification, not just a walkthrough.
With HubSpot’s marketing automation tools you can create captivating campaigns, generate leads, and measure your marketing impact with precision.
Empower your sales team with powerful tools to close more deals, track performance, and build stronger customer relationships. Sales enablement has never been easier!
Deliver exceptional customer support, cultivate loyalty, and turn delighted customers into brand advocates.
Centralize and automate data processes. Easy-to-use tools help you clean, curate, and sync data from various sources, ensuring accuracy and consistency across systems.
Effortlessly manage your website content, ensuring an engaging digital experience for your visitors.
Secure, integrated CRM for healthcare organizations — unify patient and customer data, stay compliant, and align Sales, Marketing and Service around every relationship.
Build lasting customer relationships in the IT space with a CRM that unifies data across systems, automates provisioning workflows, and scales with your service business.
For banks, credit unions, mortgage and investment firms — deep business insights, automated processes, and secure handling of highly sensitive customer data, including KYC.
From acquisition to retention, an agile CRM that scales with explosive growth — rapid insights, automated operations, and secure transactions and data storage.
You don’t need another marketing agency. You need a partner who can tackle the most complex challenges:
This results in better alignment between Sales, Marketing and Service, which leads to more efficiency, balance of growth and scale, and overall improved business results. And yes, a customer-facing engine that is at the core of your customer-related processes and metrics.
900+ Customers around the world have trusted Periti to deliver complex projects to unlock the full potential of Technology. That is how we reached HubSpot Elite status and ranked in the top 3 global HubSpot partners in 2024.
Reach out and help us to become #1
To be the partner leading brands trust to unlock the full potential of technology — with HubSpot at the core of their customer-facing processes and metrics.
Run Salesforce and HubSpot side by side without data chaos. We build reliable bi-directional syncs that keep contacts, deals, and activity aligned — so sales and marketing always work from the same, current record.
We’ve delivered dozens of SAP–HubSpot integrations, connecting ERP master data, orders, and pricing to your CRM for a true 360° customer view across front and back office.
Sync customers, invoices, and order data between NetSuite and HubSpot to give revenue teams real-time visibility — and remove double entry between finance and sales.
Connect Microsoft Business Central to HubSpot so quotes, orders, and customer records flow automatically — keeping operations and go-to-market teams perfectly in step.
Bring Sage accounting data into HubSpot for a complete picture of every account — from first touch to invoice — without manual exports or spreadsheets.
Migrating from or coexisting with Microsoft Dynamics? We map objects, preserve history, and build dependable syncs so your teams keep momentum throughout the transition.
Periti is a digital consultancy that enhances revenue-generation for clients through complete integration of core business processes and systems with HubSpot, driving efficiency and visibility.
All of them. As a HubSpot Elite Partner we plan, deploy, optimize, and operate Marketing Hub, Sales Hub, Service Hub, Operations Hub, and Content Hub.
Yes — complex integrations are our thing. We connect HubSpot with SAP, Salesforce, NetSuite, Sage, Microsoft Business Central, Microsoft Dynamics CRM, XERO, and proprietary systems.
We have deep experience with Healthcare, IT & Services, Financial Services, and FinTech companies, alongside clients across many other sectors.
Book a free 30-minute strategy call. We’ll cover where you are, where you want to go, and the highest-leverage move to get from one to the other — no pitch, no slides, just signal.
Yes. Beyond implementation, we operate and optimize HubSpot for clients — refining automations, reports, and integrations as your business evolves.
