Rapyd Case Study | Penguin Strategies

WHY RAPYD CHOSE TO MOVE

As a fast-growing global fintech, Rapyd’s Salesforce environment had become complex and fragmented, slowing teams and limiting visibility. With 40 teams worldwide, they needed a unified CRM that could simplify operations, strengthen reporting, and enable cross-team collaboration without disruption.

By migrating to HubSpot with Penguin Strategies, Rapyd consolidated systems, improved transparency, and built a scalable foundation for data-driven growth.

The Challenge

Migrating from Salesforce to HubSpot meant rebuilding Rapyd’s entire CRM ecosystem — 8.7M+ data points, 2,000+ properties, and dozens of mission-critical processes — while keeping operations running smoothly.

The differences between platforms required precision: every process had to be analyzed, redesigned, or optimized for HubSpot. With tight timelines and interdependent global teams, success relied on disciplined planning, data governance, and change management.

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

THE SOLUTION

Penguin Strategies led the migration end-to-end, collaborating with Rapyd’s MIS, marketing, sales, service, and operations teams.

Over six months, Penguin mapped every process, defined what to migrate “as is,” and identified where HubSpot could enhance efficiency. The team rebuilt complex SLAs, automations, and workflows natively in HubSpot, ensuring functionality not just replicated but improved upon Salesforce.

To secure adoption and continuity, Penguin created 24 detailed process guides and ran structured governance through weekly steering meetings, testing cycles, and milestone reviews. The result: a frictionless migration, completed on schedule, with every department fully operational by go-live.

THE RESULTS

By project completion, Rapyd’s CRM was fully rebuilt, optimized, and adopted across all global teams—without downtime.

The new HubSpot platform delivers:

Unified visibility

A single source of truth across 40 teams.

Enhanced oversight

Improved reporting and SLA compliance.

Operational agility

Streamlined automations reducing manual work.

Complete adoption

Full engagement and confidence from all users.

BY THE NUMBERS

8.7

million data points migrated

2000

CRM properties created or rebuilt

global teams onboarded

BUSINESS IMPACT & ROI

01

Operational Efficiency & Cost Optimization

Streamlined processes and a leaner tech stack that reduce manual effort, complexity, and overhead.

02

Visibility & Control

Unified data, automated SLAs, and clear reporting for stronger governance and decision-making.

03

Adoption & Scalability

A CRM foundation that drives user engagement today and supports global growth tomorrow.

THINKING ABOUT MIGRATING TO HUBSPOT?

Learn how Penguin can help your enterprise move seamlessly — protecting your data, processes, and people every step of the way.

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COMPANY PROFILE

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. Trusted by leading enterprises, Rapyd’s platform combines payments, payouts, and financial solutions into a single ecosystem, empowering businesses to scale globally with speed, security, and compliance.

Case Study

SEAMLESS SALESFORCE-TO-HUBSPOT MIGRATION FOR RAPYD

WHY RAPYD CHOSE TO MOVE

The Challenge

Yuli Moldavsky, Sr. Director, MIS & InfoSec

THE SOLUTION