Company W provides software that helps organizations manage complex services, compliance requirements, and operational workflows for their clients. Their platform is used by teams that need accurate records, strong operational visibility, and reliable systems to manage long-term customer relationships.
As the company grew, their internal teams relied on several tools to manage customer data, support activity, and account history. With more customers and more moving pieces, it became more important to have a clear view of the full customer lifecycle without adding extra work for the team.
Before working with RevPartners, Company W was managing Customer Success in Totango, support activity in Zoho, and customer data in HubSpot. Each system worked, but they didn’t work together. Because of that, the team often had to update the same information in multiple places just to keep records accurate.
Company W already had HubSpot Service Hub Enterprise, but it wasn’t being used as the main system for Customer Success. Instead, the team was maintaining multiple platforms while still relying on manual updates to keep everything aligned.
The goal of the engagement wasn’t just to migrate tools. It was to simplify the system, reduce technical debt, and bring Customer Success into the same connected platform as Sales and Marketing.
RevPartners led the migration from Totango to HubSpot, implemented the Customer Success Workspace, and rebuilt the data model so Company W could manage Customer Success, renewals, support activity, and account health inside one system.