How a CPG Brand Charted a Six-Phase CRM Roadmap to Replace Monday.com with HubSpot
Distributor, co-packer, and retailer data lived in scattered spreadsheets and an under-powered Monday CRM, crippling forecast accuracy and deal visibility.
Consumer Packaged Goods
CPG Brand
Six-phase HubSpot roadmap approved
Performance Snapshot
A quick before-and-after view of business outcomes from this engagement.
Before
Legacy Monday CRM; siloed data
After
Six-phase HubSpot roadmap signed off
Improvement
Alignment & investment approval
The Challenge
Distributor, co-packer, and retailer data lived in scattered spreadsheets and an under-powered Monday CRM, crippling forecast accuracy and deal visibility.
Our Solution
Through stakeholder discovery, data audits, and gap analysis we produced a crawl-walk-run roadmap—budget, timeline, and KPIs—for migrating to HubSpot with custom objects for each partner type.
Key Takeaways
A roadmap de-risks big-bang CRM bets.
Custom objects mirror real-world relationships.
Budget clarity secures executive buy-in.
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