---
title: "Case Study: How MD Revolution Moved to HubSpot Without Losing Its Data"
description: How I migrated MD Revolution's contacts, companies, and deals to HubSpot with every association intact, then built workflows, pipelines, and campaign.
image: https://elisemanagement.com/hubfs/Blog%20image%20Case%20Studies@1x.png
---

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# Case Study: How MD Revolution Moved to HubSpot Without Losing Its Data

July 9, 2024 by Tiffany Goodwin-Brown

![](https://elisemanagement.com/hubfs/Blog%20image%20Case%20Studies@1x.png)

**At a glance**

- **Client:** [MD Revolution](https://mdrevolution.com/), a healthcare technology company
- **Partner:** [Health Mavens](https://health-mavens.com/), MD Revolution's fractional CMO
- **Work:** CRM migration, HubSpot setup, automation, and ongoing admin support
- **Results:** about 8,000 contacts, 3,000 companies, and 375+ deals migrated with their connections intact

### The client

MD Revolution delivers remote care solutions that help medical practices keep patients engaged between visits. Through its RevCare platform and clinical team, it supports programs like Chronic Care Management, Behavioral Health Integration, and Remote Patient Monitoring, which improve patient outcomes and increase practice revenue.

### The challenge

MD Revolution had outgrown its old CRM and decided to move to HubSpot. The hard part was the data. Years of contacts, companies, deals, notes, and tasks needed to move over with every relationship intact: which contact belonged to which company, which notes and tasks tied to which deal, and dozens of custom fields the team relied on.

A migration like this is easy to get wrong. Import records without their connections, and the team ends up with a CRM full of data nobody can trust.

### How we got there

MD Revolution was working with Health Mavens, a group of healthcare growth leaders serving as its fractional CMO. Health Mavens brought me in to lead the HubSpot migration. The work happened in two phases.

**Phase 1: Clean and map the data**

- Cleaned up the raw data exported from the old CRM.
- Created new custom properties for contacts, companies, and deals.
- Mapped multiple files and their associations so records stayed connected after import.

**Phase 2: Set up HubSpot for the team**

- Built new deal pipelines and stages to match how MD Revolution sells.
- Set up user accounts and trained the marketing and sales teams.

### The results

- **About 8,000 contacts and 3,000 companies** migrated into HubSpot.
- **375+ deals** added to a new sales pipeline.
- **60+ custom properties** created for MD Revolution's specific needs.
- **40+ automated workflows** built to keep contact, company, and deal properties in sync, streamline deal creation, and tag lead sources for marketing.
- **Notes, tasks, and emails** correctly connected to their records.

With the foundation in place, we also built what the team needed to start marketing from HubSpot right away: auto-responder emails, targeted campaign emails, segmented contact lists, custom landing pages, and HubSpot tracking on the website.

### What happened next

After the migration, I stayed on as MD Revolution's HubSpot admin, supporting onboarding, training, dashboards and reporting, campaign setup, and new workflows as the team grew into the platform.

> "Tiffany is an excellent resource for HubSpot work. She works with other clients and communicates her availability effectively. She works well with internal teams and clients alike. She is a pleasure to work with."  
> **Barb VanSomeren, Founding Partner, Health Mavens**

### Planning a move to HubSpot?

A clean migration sets the tone for everything that comes after. If you're moving from another CRM, or your last migration left your data in rough shape, [book a free intro call](https://meetings.hubspot.com/tiffanygbrown/hubspot-consultant-intro-call) and we'll talk through your plan. You can also read more about [what working with a HubSpot Solutions Partner looks like](https://elisemanagement.com/blog/why-work-with-a-hubspot-solutions-partner).

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