---
title: "Expensya: CRM redesign and migration from Pipedrive to HubSpot"
description: Discover how Markentive helped Expensya redesign their CRM strategy and migrate from Pipedrive to HubSpot.
---

[Case studies | Markentive ](https://www.markentive.com/en/clients)

# [Expensya: CRM redesign and migration from Pipedrive to HubSpot](https://www.markentive.com/en/clients/expensya-crm)

 Written by [Alexandra Radulescu](https://www.markentive.com/en/clients/author/alexandra-radulescu) | Apr 24, 2025 10:24:04 AM

Defining the deployment strategy

- Analysis of the business processes of Expensya’s Sales teams to define the best configuration of the HubSpot CRM
- Migration preparation: review of the target data model, definition of the mapping to be used between the source CRM and the target CRM, tips for a successful migration schedule, change management
- Recommendations to automate Sales pipelines
- Suggestions of automations to maintain a high level of Data quality (create tasks for the task allocations & information sharing, avoid double entries, etc.);
- Structuring Dashboards & KPIs to better measure business performance, team productivity and data quality

 

## What we achieved

Defining the deployment strategy

- A successful data migration framework: all the necessary elements for the migration have been anticipated to guarantee a smooth process and good change management;
- Reduction of double entries in the contracting process thanks to the use of Quotation and HubSpot Products tools;
- Documentation of the entire CRM strategy and use cases for the various user teams;
- Proposal of a roadmap for the implementation of the new CRM.

[View full post](https://www.markentive.com/en/clients/expensya-crm)

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