HubSpot to Salesforce Data Migration - 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 experience with Trujay, and how Trujay was able to solve the major complexities in this project.