WHY NOT MOVE OFF SALESFORCE
AND SAVE 60% ON A CRM
YOUR TEAM ACTUALLY WANTS TO USE?
The Enviable Results
- CRM cost cut by 60%. Goodbye, bloated contracts!
- 100% adoption across teams. Sales, CS, and Support teams all work in HubSpot
- Zero dev needed. Dashboards and reports built by users, not engineers
- No more external tools. Feature requests, customer notes, approvals are all tracked and visible
Sounds enviable, right? That’s what we helped pull off with Zeotap, a Germany-based CDP (Customer Data Platform) vendor with 100+ employees, operating across multiple continents. They kicked out Salesforce, its hefty fees and over-engineered workflows.
Cross-Team CRM Challenge
Before Zeotap reached out to Envy, they were using Salesforce. Well, “using” it.
Cause Marketing didn’t trust it. Support grudgingly had to work with it. Product teams were operating in JIRA, while CS teams juggled spreadsheets and Slack threads. Devs had to scope reports. And most users avoided the CRM altogether.
They needed a platform everyone could use, and actually wanted to.
The Enviable Solution
What Zeotap needed was a CRM that better supported their stage, scale, and speed. So, together, we built a HubSpot setup that felt like a natural fit without breaking things that were actually working well or… morale. Here’s how we did it:
11 years of CRM data. Dozens of custom objects. Multiple user groups. We scoped every field and use case to make sure nothing was lost or junked up the new setup.
Sales, support, CS, and product all had skin in the game. We worked directly with power users to build a system that worked for everyone.
We didn’t stop at “go live.” Once the foundation was in place, we helped Zeotap migrate internal requests (like feature tracking) into HubSpot. One system, more visibility, fewer headaches.
“There’s a lot of drama around CRM migrations… but with a good partner like Envy and a clear strategy, it’s a non-event.“
