From Salesforce Chaos to a Unified HubSpot GTM Engine in 12 Weeks

See how Urbanbound's partnership with elefante RevOps

WHAT OUR CLIENTS SAY

“What an amazing team to work with and very knowledgeable on all HubSpot related matters and implementing my business requirements into the system, not only limited to what they are asked but also coming up with solution to help and improve”

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Foitinho, M.

“Working with Elefante RevOps has been a great experience. Pedro and Andre are kind, approachable, and truly easy to work with. They’ve provided valuable solutions and training that have helped us create more efficient processes”

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Dyer, D.A.

“Colten, Pedro and Team were critical in our migration to HubSpot. Through every part of the onboarding and implementation they have been attentive and valuable. I look forward to continue working with them with future projects”

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Gonzalez, L.

“As a rep agency we required a ton of customization. Things started a little slow but then picked up. It would have been beneficial to do a deeper dive into our needs and flow before implementation started. Friendly staff who really seemed to care”

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Donaldson, S.

Quick Facts

Founded

2011

Annual Revenue

$ 8 M+ ARR

(scaled from $5M in 6 months)

Team Size

50 employees

(Began at 30 employees)

Industry

SaaS / HR Tech

elefante RevOps Solutions Provided

CRM Migration (Salesforce → HubSpot)
HubSpot onboarding
HubSpot training & in-app enablement (Supered)
Automation design across Sales, CS & Marketing

Situation

UrbanBounds was operating on a legacy Salesforce stack that presented multiple barriers:

Fragmented data created duplicates, missing associations and inconsistent records.
Core GTM processes like lead routing, handoffs and renewals were largely manual.

Sales, CS and Marketing operated in silos, each with their own spreadsheets and workflows.
CRM adoption was low; many reps bypassed Salesforce entirely in favor of side tools.
Service operations had no SLAs, no unified ticket pipeline and no NPS feedback loop.

Leadership required a consolidated system enabling one GTM motion, with adoption, automation and governance built in.

Pain

Flex faced RevOps challenges that limited their ability to scale efficiently:

No single source of truth: Leaders couldn’t trust reports or forecasts because data was inconsistent, incomplete and scattered across tools.

Heavy manual admin: Reps and CS teams spent too much time on manual handoffs, task creation and spreadsheet updates instead of talking to customers.

Broken handoffs & customer experience: Lead qualification, sales-to-CS and CS-to-support transitions were inconsistent, leading to dropped balls and a disjointed customer journey.

Low adoption of the CRM: Teams saw Salesforce as extra work, not as an enabler—so processes lived in people’s heads and offline documents.

Limited visibility into service performance: With no SLAs, no unified ticketing and no NPS loop, leadership lacked insight into post-sale health and customer satisfaction.

Impact

Over 12 weeks, Elefante RevOps designed and delivered a full Salesforce → HubSpot migration, then turned HubSpot into UrbanBound’s operational backbone.

End-to-End Salesforce to HubSpot Migration

audit & planning → data mapping → test migration → full migration → automation build → enablement → hyper-care.

Full-Lifecycle HubSpot Activation

Activated Sales Hub, Service Hub, and Marketing Hub concurrently to support the entire customer lifecycle, from lead to renewal.

Automation Across the GTM Engine

Built 12 workflows covering lead routing, deal alerts, CS handoffs, renewals, NPS, escalation SLAs, and ABM triggers.

In-App SOPs and Adoption Enablement

Embedded in-app SOPs via Supered so reps could follow the process inside the tool they already use—supported by role-based live trainings and an adoption dashboard.

Structured, Phased Delivery

Weeks 1–12 followed a structured rollout from discovery and system design through test + production migration, workflow automation, and enablement (including 20+ Supered SOP cards and role-based trainings). The project closed with a 30-day hyper-care period featuring weekly office hours, bug fixes, optimizations, and a final hyper-care report.

Results

elefante RevOps delivered significant outcomes that redefined UrbanBound's revenue operations:

Data Integrity Preserved

100% of historical Salesforce data migrated to HubSpot with integrity preserved.

3× Efficiency Gain via Automation

Reduced administrative burden by ~66% through automated routing, handoffs, renewals, and service SLAs.

Rapid GTM Adoption

Achieved 92% GTM-team adoption within the first 30 days through role-based training and in-app SOPs.

One Unified Revenue Engine

Sales, CS, and Marketing now operate from a single, trusted system of record—with clear dashboards across pipeline, renewals, NPS, and CSAT.

Summary

UrbanBound’s partnership with elefante RevOps transformed HubSpot from “just another CRM” into the backbone of their go-to-market engine. By consolidating systems, cleaning and migrating historical data, and embedding process directly into the tools teams use every day, UrbanBound moved from fragmented, manual operations to a unified, automated GTM motion in just 12 weeks.

With Phase 1 complete, UrbanBound is now ready for Phase 2: a deep RevOps audit (Bow-Tie funnel), 40 additional Supered SOP cards, a monthly Automation Accelerator retainer, and advanced API integration into their proprietary platform.

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