Synectics
Synectics, a leading staffing and workforce solutions company, partnered with Unleash Tech Worx to migrate its sales operations from Zoho CRM to HubSpot Sales Hub Professional. The objective was to create a modern, scalable CRM that would improve sales efficiency, enhance pipeline visibility, and provide a better experience for both users and management. Our engagement covered the complete migration lifecycle — from CRM strategy and data migration to system configuration, automation, reporting, and user enablement — ensuring a seamless transition with minimal disruption to business operations.
The Challenge
Before the migration, the client faced several challenges:
Migration risk: Sales data and historical records needed to move out of Zoho CRM accurately — get this wrong and you lose institutional history.
Unstandardized process: Existing sales processes needed standardization and optimization, not just a like-for-like copy into a new tool.
Manual overhead: Manual follow-ups and repetitive admin tasks were dragging down team productivity.
Blind forecasting: Leadership needed better pipeline reporting and forecasting than Zoho was giving them.
Scale ceiling: The organization needed a platform that could actually scale with future growth.
The Approach
We executed a structured migration from Zoho CRM to HubSpot Sales Hub Professional, ensuring that customer data, companies, contacts, deals, and historical information were transferred with high data integrity. Our implementation included:
CRM discovery and solution design
Complete Zoho CRM data migration
Contact, company, and deal migration
Data cleansing and deduplication
Sales pipeline configuration
Custom properties and lifecycle stages
Workflow automation for sales processes
Email templates and meeting scheduling
Dashboards and management reporting
User onboarding and HubSpot training
Go-live and post-implementation support
Every contact, company, deal, and historical record was transferred with high data integrity — nothing was left behind in Zoho.
The Shift
Before
- Sales data and historical records needed to be migrated accurately from Zoho CRM.
- Existing sales processes required standardization and optimization.
- Manual follow-ups and repetitive administrative tasks reduced team productivity.
- Leadership required better pipeline reporting and forecasting.
- The organization needed a CRM platform that could scale with future business growth.
After
- Centralized CRM with standardized sales processes.
- Improved data quality.
- Automated routine tasks.
- Real-time reporting.
- Greater sales team visibility into their pipeline.
- Accurate forecasting and actionable business insights for management.
- Scalable platform supporting Synectics' continued growth and future automation initiatives.
In their words
Unleash made our messy Zoho integration seamless and smooth. The data was all over the place. Team helped us setup the entire prospecting environment and create an amazing management dashboards that has helped us big time. Thanks a lot for setting up HubSpot for us. Our business is a lot more transparent now.
Services Provided
The Outcome
Synectics now runs on a centralized HubSpot CRM with standardized processes, automated routine tasks, and real-time reporting — giving the sales team full pipeline visibility and management the accurate forecasting it needed to support continued growth.