Case study · Logistics company
Moving a logistics sales team to a new Salesforce instance
The client is a logistics and transportation provider. Parquet migrated the company's accounts, contacts, and opportunities into a new Salesforce instance, rebuilt sales stages and record types for commercial and RFP deals, integrated HubSpot and 6sense, cleaned up duplicates, and rebuilt the reports and dashboards leadership uses.
At a glance
- Client
- Logistics company
- Industry
- Logistics and transportation
- Status
- Completed
- Platforms
- HubSpot, Salesforce, Sales Cloud
- Services
- Sales Operations (SalesOps), Tech Stack Integration, Marketing Operations (MarOps)
The challenge
- Sales data had to move into a new Salesforce instance without losing history or ownership.
- Commercial deals and RFP responses needed different stages and required fields.
- Duplicate accounts and contacts, and reps leaving, left records with the wrong owners.
What we built
Data migration
Accounts, contacts, and opportunity imports into the new instance, reports recreated, and a forecast app deployment package.
Pipeline design
Sales stage updates, an RFP record type with its own stages, amount required by stage and record type, and stage time stamps.
Integrations
HubSpot to Salesforce integration, 6sense migration and field mapping, Microsoft Planner integration, and the Salesforce Outlook add-in.
Data quality
Duplicate record handling, company field audits, and reports for opportunities missing contact roles.
Ownership changes
Bulk reassignment of accounts, contacts, and opportunities when reps changed.
The result
- Sales history and ownership carried into the new instance.
- RFPs and commercial deals each follow stages that match how the team actually sells.
- Leadership reporting rebuilt on cleaner data.
Technology
Salesforce Sales Cloud, HubSpot, 6sense, Microsoft Planner, Salesforce for Outlook.
Platforms
Services
Questions we hear
How do you migrate data to a new Salesforce instance?
Map objects and fields first, clean duplicates before import, load accounts, then contacts, then opportunities with owners and history, and rebuild reports and dashboards against the new data.
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