8.7M+ data points migrated with zero downtime - a full CRM rip, rebuilt natively in HubSpot.
As a fast-growing global fintech, Rapyd's Salesforce environment had become complex and fragmented - slowing teams and limiting visibility. Moving meant rebuilding the entire CRM ecosystem: more than 8.7 million data points, 2,000+ properties, and dozens of mission-critical workflows and SLAs spanning marketing, sales, customer service, compliance, and operations - while 40 interdependent global teams kept working.
Every process had to be analyzed, redesigned, or optimized for HubSpot, on a tight timeline.
“Migrating from Salesforce to HubSpot was a huge, complex project, but Penguin managed it end-to-end. The process went smoothly, was engaging for the whole organization, and we're now live on HubSpot. Thanks to Penguin, the transition was much easier than expected.”Yuli Moldavsky, Sr. Director, MIS & InfoSec, Rapyd
Penguin led the migration end-to-end, from discovery to go-live, working with Rapyd's MIS, marketing, sales, service, and operations teams. Over six months, Penguin interviewed every department, mapped dependencies, and built the migration blueprint: what to migrate as is, what to rebuild for efficiency, and what to reimagine in HubSpot.
Complex SLAs, automation frameworks, and operational processes were rebuilt natively - matching Salesforce functionality and improving on it. Twenty-four process guides, weekly steering meetings, testing cycles, and milestone reviews kept adoption and data integrity on track. Every department was trained and operational at go-live, and Penguin has run ongoing support and optimization since - including on-site support.
By project completion, Rapyd's CRM was fully rebuilt, optimized, and adopted across all global teams - a single source of truth, stronger reporting and SLA compliance, and a foundation ready for new markets.
Rapyd is a leading global fintech platform that simplifies payments and financial services for businesses of all sizes. With a network spanning over 100 countries, Rapyd enables companies to collect, send, and manage funds seamlessly across borders.
Penguin Strategies is an Elite HubSpot Solution Partner and Clay Partner specializing in complex revenue operations, customer relationship management architecture, and data-driven business systems. We help mid-market and enterprise teams stabilize fragmented processes, enforce operational discipline, and build revenue engines designed for scale.
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