SmartBug on Tap

Welcome to SmartBug on Tap—your go-to podcast for actionable marketing insights, thought leadership, and expert strategies to elevate your brand’s success. Hosted by the team at SmartBug Media, each episode features engaging conversations with industry leaders and SmartBug experts, tackling topics from creative alignment and strategic planning to leveraging tools like HubSpot for enterprise success. Whether you’re a marketing leader, a strategist, or a HubSpot power user, this podcast delivers practical advice you can apply right away. Tune in for stories of innovation, best practices, and SmartBug’s unique approach to solving complex marketing challenges—served straight from the source.

Making HubSpot Work Better by Understanding How People Work Best 05/29/2025

From Guesswork to Greatness: Paid Media in the AI Era 05/22/2025

How HubSpot Can Help AgeTech Companies Scale Faster and Retain Customers 05/13/2025

HubSpot and Salesforce: How to Integrate and When to Migrate 05/13/2025

HubSpot and Salesforce: How to Integrate and When to Migrate Today we're tackling one of the biggest questions B2B companies face: Should you keep both HubSpot and Salesforce connected—or is it time to fully switch? Join Casey Peddicord, Senior Director of Channel Sales at SmartBug, and Alex Bisaillon (a.k.a. “Biz”), Solution Architect at SmartBug, as they break down how to decide between integrating and migrating, based on real-world experience helping companies align their revenue tech stacks. 🎤 Speakers Casey Peddicord (Host) Senior Director of Channel Sales at SmartBug [email protected] Alex Bisaillon (Guest) Solution Architect at SmartBug [email protected] 📚 What You’ll Learn ✅ When to integrate Salesforce and HubSpot—and how to do it right ✅ When it makes more sense to fully migrate from Salesforce to HubSpot ✅ How to avoid common integration traps that lead to reporting gaps and sales friction ✅ The truth about Salesforce complexity vs. HubSpot usability ✅ How to identify the true source of truth in your CRM ecosystem ✅ What your team needs to prepare before making a platform switch 💡 Key Highlights and Moments [00:14] Welcome and why this integration/migration debate matters now [02:00] Most common reasons companies integrate HubSpot and Salesforce [03:42] What makes a HubSpot/Salesforce integration actually successful [05:30] Signs your integration isn’t working as intended [07:29] Choosing the right source of truth (and why it matters for reporting) [09:09] Red flags that it’s time to consider migrating off Salesforce [12:47] Getting stakeholder buy-in for a big move to HubSpot [14:24] How to execute a successful phased migration strategy [22:44] Top migration tips from hundreds of real-world client projects [28:55] What to look for in a migration partner (and red flags to avoid) 📣 Thinking about migrating off Salesforce or improving your integration? We’ve helped hundreds of companies build clean, scalable integrations—or fully transition from Salesforce to HubSpot. If you’re exploring either path, we’d love to talk. 👉 Contact SmartBug: https://www.smartbugmedia.com/contact-us 👉 Contact Casey: [email protected] 👉 Contact Biz: [email protected] 🔔 Subscribe to our channel and turn on notifications to keep learning how to get more out of your HubSpot investment with expert-level strategies and platform tips. 💬 Are you currently juggling Salesforce and HubSpot? Tell us what’s working (or what’s not!) in the comments. 👇 #HubSpotCRM #SalesforceIntegration #HubSpotMigration #SmartBugMedia #CRMStrategy #RevOps #B2BMarketing #SalesEnablement #MarketingOperations #HubSpotExperts #RevenueTechStack #SalesforceToHubSpot #PlatformStrategy /episode/index/show/smartbugontap/id/36681250