Streamline Your M&A: Consolidate CRMs

Mergers & Acquisitions often leave companies with fragmented technology stacks, siloed teams, and disjointed customer data. Huble helps businesses transition smoothly into one unified HubSpot ecosystem—globally, securely, and efficiently.

Speak to our team today

Post-M&A Complexity Will Stall Your Transition

M&A activity comes with pressure to unify systems fast, but disconnected CRMs, duplicated tools, and manual processes often make that impossible.

Instead of a smooth transition, you face integration delays, fragmented data, and stalled automation. Front-office teams remain siloed, and key insights get lost in the noise.

Without a clear consolidation strategy, the transition drags — slowing value realisation and operational alignment.

 

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M&A Success Starts with a Unified Front Office

In the wake of a merger or acquisition, building a lean, scalable digital core is essential. As you work to consolidate multiple systems, a unified front office, powered by an AI-ready platform like HubSpot, becomes critical to overcoming post-M&A complexity. It cuts costs, reduces friction, and accelerates decision-making during a time when speed is crucial.

With clean, connected data, you unlock automation, gain better insights, and deliver a more cohesive customer experience across brands. Effective change management is key, ensuring that your teams adapt quickly to the new structure, driving immediate value and setting the foundation for long-term growth post-integration.

 

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Addressing Common Post-M&A Challenges

01

Inconsistent Data & Multiple Data Models

Fragmented data from different CRMs can cause inaccuracies. Huble implements a data governance strategy to cleanse and structure data in HubSpot, creating a single source of truth that improves reporting and decision-making.
02

Integrating with Other Business Systems 

Post-M&A, integration with ERP, marketing automation, and sales platforms is critical. Huble uses HubSpot’s API and middleware solutions to connect your tech stack, ensuring smooth data flow and operational efficiency.

03

Different Sales & Marketing Processes 

Merging businesses often face misaligned sales and marketing strategies. Huble standardizes processes in HubSpot, creating unified workflows that boost collaboration and improve customer experience across teams.
04

Different Permission Structures & User Access 

Multiple CRMs often lead to confusion around user access. Huble designs role-based access control systems tailored to global and regional needs, ensuring proper data protection and compliance.

05

CRM Adoption Resistance from Teams 

Adopting a new CRM can be challenging post-M&A. Huble supports adoption with hands-on training and change management, engaging teams early to drive confidence and maximize CRM value.
06

Cultural Integration 

Cultural differences can hinder M&A success. Huble fosters a unified culture with transparent communication and collaborative planning to ensure smooth integration.
Abbott
Airplus
British Council
GfK
Hawskford
Zivver
Monolith
Everlight
LS Retail
Mitie
Knight Frank
Abbott
Airplus
British Council
GfK
Hawskford
Zivver
Monolith
Everlight
LS Retail
Mitie
Knight Frank

Huble’s Approach to Post-M&A CRM Consolidation

01

Survey

We assess all companies involved in the merger to map current CRMs, websites, systems, and processes. This creates a clear inventory of your tech stack, highlights overlaps, and identifies integration pain points.
02

Plan

We design a future-ready CRM architecture, deciding what to keep, integrate, or retire. Our phased rollout plan ensures alignment with business goals while minimising risk across teams and regions.
03

Activate

We migrate, clean, and standardise data, then roll out the system in manageable phases—starting with pilots and expanding across the business. This staged approach ensures minimal disruption and strong stakeholder engagement.
04

Realize

We provide region-specific training and change management to support adoption. With hands-on guidance, we empower teams to understand new tools and workflows, setting the foundation for long-term success.
05

Optimize

We support continuous improvement through regular optimisation, governance, and strategic alignment. As your business evolves, we fine-tune your CRM setup to stay ahead and drive enterprise-wide collaboration.

Expert Data Migration

Our team is highly experienced in managing complex data migrations during M&A, ensuring a smooth, secure transfer of critical information without disrupting operations.

 

This accreditation reflects our commitment to delivering structured, high-integrity migrations that set the foundation for long-term CRM success.

Speak with our team today
HubSpot badges - Data Migration

CRM Success Stories

GfK Case Study-min

GfK

Find out how Huble helped GfK redefine their global marketing efforts using the HubSpot platform.

Marketing Strategy & Tech

EMF Case Study-min

European Mortgage Federation (EMF)

Learn how Huble streamlined EMF/ECBC's operations, centralised communication, and increased engagement with HubSpot.

HubSpot Implementations

Knight Frank Case Study-min

Knight Frank

Find out how the Huble team helped Knight Frank use HubSpot to give marketing and key business units a unified view of its customer data.

HubSpot Implementations

Avison Young Case Study

Avison Young

Learn how Huble helped Avison Young move its teams from four siloed CRMs, including Salesforce, to one, easy-to-use but very powerful CRM — HubSpot.

HubSpot Implementations

Navigance Case Study

Navigance

Learn how Huble supercharged Navigance’s marketing success by moving them to the HubSpot CRM - and by building lead-generating inbound strategies.

HubSpot Implementations

Inteprefy Case Study

Interprefy

Find out how Huble Digital kickstarted Interprefy’s marketing success by moving them to HubSpot CRM & building an SEO, lead-generating website from scratch.tio

SEO & Paid Media

Marketing Strategy & Tech

Why Choose Huble for Your M&A Journey?

Seek Evolution

Navigating an M&A process means aligning multiple CRM systems, data sets, and teams. Huble helps streamline post-merger integration by consolidating platforms, unifying business processes, and aligning stakeholders across the newly formed organization.
ISO 27001
With ISO/IEC 27001:2022 certification across all international offices, Huble safeguards your data during system migrations and integration projects. Security and compliance are embedded into our delivery model, ensuring a trusted foundation for your CRM transformation.
ISO 9001
Our ISO 9001:2015 certification guarantees consistent quality across consulting and implementation. This ensures your post-M&A CRM consolidation is executed to the highest standards and fully aligned with your business objectives.
Governance & Change Control
Strong governance is key during a post-merger transition. We implement CRM governance and change control frameworks that give your organization clarity and control—reducing risks, managing change effectively, and supporting long-term CRM success.
CRM Managed Services
M&A transitions often leave businesses with fragmented tools and under-leveraged systems. Huble offers CRM Managed Services that maximize your technology investment through optimization, support, and continuous improvement—keeping your integration on track and your CRM aligned with evolving business needs.
Integration Services
Successful M&A outcomes rely on system interoperability. We specialize in integrating CRM platforms with your broader tech stack, enabling seamless data flow and operational efficiency, no matter how complex or varied the systems involved.
International Support
M&As frequently span geographies and teams. Huble supports CRM integration across EMEA, APAC, and North America, with solutions tailored to local regulatory, operational, and cultural requirements, ensuring successful rollouts across global teams.
T-Shaped Specialists
We don’t staff generalists on mission-critical CRM projects. Our T-shaped consultants, architects, and project managers bring deep expertise in CRM migration and M&A integration. You’ll work with specialists who understand the intricacies of post-merger transformation.
User Adoption Rates
Technology only works when people use it. Huble consistently achieves 95%+ user adoption rates post-implementation. Through change management, localized training, and user enablement, we help your teams confidently adopt and maximize your new CRM system.

Unlock the full value of your M&A CRM consolidation

Ensure a streamlined transition and maximize ROI with Huble’s Post-M&A CRM Consolidation Strategy.

 

From system unification to data governance and team alignment, we help you create a single source of truth within HubSpot.

Book a consultation today

Discuss your HubSpot CRM Consolidation with our team

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