Case Study

CRM readiness for scale at Lumilinks

Migration from Salesforce to HubSpot with full Sales and Marketing Hub implementation, data enrichment, and ongoing optimisation support.

lumilinks-logo
lumilinks-hero

Background

Lumilinks is a data science and engineering firm based in St. Ives, Cambridgeshire, specialising in AI-powered solutions to enhance business growth and efficiency. Their services include data engineering, analytics and science, with products such as Fleet Sense and Lumi Connect driving predictive maintenance and smart integration for customers.

As Lumilinks transitioned from startup to scale-up, it became clear that their Salesforce CRM was no longer fit for purpose. Data inaccuracies, low adoption by the sales team, zero marketing campaign functionality and complex integrations with JIRA and Xero created barriers to growth. With their Salesforce contract ending, Lumilinks needed a new CRM setup that could be implemented quickly, support marketing campaigns and scaling teams, and integrate smoothly with their technical stack.

Engagement Overview

Growth London partnered with Lumilinks to deliver a comprehensive migration and implementation project within a tight deadline. The engagement began with a detailed scoping phase to capture business needs and define the future state CRM.

  • Data Migration: Migrated contacts, companies, opportunities and product line items from Salesforce to HubSpot using a combination of native sync and manual imports, supported by cleansing, validation and enrichment to ensure data accuracy. Historical activity data was intentionally excluded to improve efficiency and data quality.

  • Sales Hub Implementation: Built three pipelines (New Business, Account Management, Renewals) with custom properties, deal tags and enforced processes for qualification, finance handover and renewals. Sales users were onboarded with new processes and best practices.

  • Marketing Hub Implementation: Configured subscription types, forms, email sending domains, segmentation, lead scoring and attribution models. Built initial marketing dashboards and prepared for campaign execution.

  • Reporting and Dashboards: Delivered a suite of dashboards for pipeline visibility, database growth and CRM health, ensuring the executive team could track both sales and marketing performance.

  • Technical Consulting: Provided advisory support for integrations with JIRA, Xero and Lumi Connect, helping Lumilinks’ internal tech team to extend HubSpot through Operations Hub and custom workflows.

lumilinks-challenge

CRM built for scalability and adoption

The transition from Salesforce to HubSpot gave Lumilinks a system that is easier to use, more integrated with their go-to-market processes, and ready to scale with the business.

database-import

Data migration

Migration of Salesforce data into a clean and reliable HubSpot environment with enriched company and contact records

chart-funnel

Pipelines

Structured pipelines for new business, account management and renewals, driving consistency across sales processes

copy-off

Data quality

Improved data quality through deduplication, validation and enrichment, reducing risk of poor reporting or wasted marketing spend

target-arrow

Marketing Hub

Marketing Hub configured with subscription management, forms, segmentation and attribution to support campaigns

timeline

Reporting

Executive-level dashboards providing real-time insight into pipeline performance and CRM health

heart-handshake

Support

Growth London as an ongoing partner for CRM optimisation, data enrichment and technical support, ensuring Lumilinks can scale confidently

CRM readiness for scale

5-stars

"As we transition from startup to scale-up, it was essential to implement a CRM solution aligned with our evolving business needs. Growth London brought a rare blend of technical capability and commercial insight, working closely with us to define the right CRM strategy for our stage of growth. With a clear roadmap in place, they executed the build, managed a seamless data migration, and onboarded our team with minimal disruption. Their continued support ensures we’re not only set up for scale, but also able to optimise as we grow."

Services provided:

HubSpot CRM Scoping and Strategy, Salesforce to HubSpot Data Migration and Enrichment, Sales Hub Implementation and Team Onboarding, Marketing Hub Configuration and Reporting, Executive Dashboards and CRM Health Monitoring, Ongoing CRM Optimisation and Technical Consulting.
Dan Ellis, Lumilinks Dan Ellis/ Chief Product & Marketing Officer/ Lumilinks

Interested to learn more?

See how we can help you tackle your HubSpot CRM challenges, improve the way your teams work and get more from the platform. Explore our services or get in touch to discuss what you’re looking to achieve.

View our services Get in touch