Explore Our Case Studies

A storytelling library of successful projects and client endorsements. Go further by reading our guides and eBooks. We’re here to show you real, raw results of working with Trujay

HubSpot to Salesforce Data Migration Case Study – The Lewer Agency
  The Lewer Agency is an insurance and financial consulting firm in Overland Park, Kansas. A family company of three generations, the agency dedicates itself to helping business owners and students through navigating insurance solutions and comprehensive financial planning. In this case study, we discuss The Lewer Agency’s move from HubSpot CRM to Salesforce, their […]
July 22 2020
HubSpot CRM: Ongoing Support
So, you’ve just migrated your data into HubSpot, and you’ve got a general sense of how the CRM works. Now what? Now, it’s time to make HubSpot really work for you. We position ourselves to be your personal HubSpot consultant. We know your data, we know your stages, we know your processes. Our tailored-to-you approach […]
July 17 2020
Guide to Mapping Objects and Related Fields in CRM Data Migration
  Stop! Before you go any further, let’s just make one thing clear: we can do the entire mapping portion of the Self-Service Migration for you.    In fact, we can do the ENTIRE Self-Service Migration for you from start to finish. So, before you read a full article on how to map objects and fields, […]
July 17 2020
Trujay’s Onboarding Service (And Why It’s the Best)
  Trujay’s Onboarding Service is dedicated to helping businesses achieve their goals with HubSpot CRM. We not only offer the chance to migrate your data from any CRM to HubSpot, but we also teach you how to use it, in-depth. If you have migrated your data with us, you can keep the process under one […]
June 23 2020
Guided Self-Service CRM Data Migration: You’re Not on Your Own
In a recent discovery, customers are too nervous to use the Self-Service tool but believe it’s right for their use case. We’re here to clear the air and tell you that just because it says “self-service” does not mean you have to do it alone.   The process of doing a CRM data migration isn’t […]
May 22 2020
Garden Rep Group Case Study: Act! CRM to Capsule CRM Migration
Garden Rep Group, LLC is an independent representative for garden centers and landscape supply retail stores. As Garden Rep was looking to move from Act! CRM, Capsule CRM suggested Trujay to complete the migration. Learn how Trujay worked on an extremely complex migration and achieved results for the client.
February 12 2020
Data Migration Handbook: Your Guide to Our Process
This handbook covers what to expect for the process, timeline, and scope of data migration. We’re always happy to jump on a video call and walk you through your use case, so feel free to reach out and we’ll get a call scheduled.
January 28 2020
Performed Data Migration for Performance Painting
Captevrix is an inbound marketing agency and HubSpot Gold Partner. Their client, Performance Painting Contractors Inc., contracted Captevrix to transition their former CRM (Pipeline Deals) to HubSpot. As Captevrix began the migration for the client, the company was referred to Trujay by its HubSpot representative as an opportunity to assist in the completion of the […]
January 27 2020
Rent Bridge Group: Integration Success Story
Learn how Trujay successfully integrated for a prominent PMOS company. Rent Bridge is the only HubSpot Certified Partner in the property management industry. Thanks to Trujay, they have built many portals within HubSpot and are HubSpot’s Rookie of the Year. By building a custom logic and working with Rent Bridge consistently, Rent Bridge is a […]
January 24 2020
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