Streamlining Success: Migrating Prime PEO Brokers to HubSpot with Confidence

Prime PEO Brokers, a trusted name in the professional employer organization (PEO) brokerage industry, needed to modernize its CRM infrastructure to support continued growth. Their existing system was outdated and inefficient—lacking automation, scalable templates, and reliable reporting—making it difficult to manage deal flow, execute marketing strategies, and maintain operational clarity.

To solve these issues, No Bounds Digital led a comprehensive CRM migration to HubSpot, focusing on precision data mapping, real-time testing, and automation scalability. 

The outcome was a seamless transition that empowered Prime PEO Brokers to manage their operations with greater accuracy and efficiency. The streamlined HubSpot environment allowed for scalable automation, improved reporting consistency, and better alignment of sales and marketing processes, all while preserving business continuity during the migration.

Download the case study showcasing:

• How No Bounds Digital migrated over 15,000 contact and company records to HubSpot without data loss.
• The creation of a new sales pipeline including over 200 structured deal records.
• Deployment of 10 automation workflows and 3 email templates to streamline operations.
• How rebuilding 10 key reports with standard naming conventions enhanced usability and performance tracking.