HubSpot vs Salesforce partners: choose for the work you need
By B2B Buyer Lab editorial team · Published 13 September 2026
If you already use HubSpot or Salesforce, look for a partner who can do the work you need: set it up, move your data, connect other software or help your team use it. If you have not chosen a CRM yet, ask candidates to explain which option suits your needs before paying for a setup project.
Explore our agency shortlists and comparisons for more specific recommendations.
Start with your situation
| Your situation | What the partner must show | What to compare |
|---|---|---|
| Already using HubSpot | A plan for organizing customer information, assigning leads and connecting other software. | Help setting up HubSpot versus help running marketing. |
| Already using Salesforce | Experience with the Salesforce products and custom features you use. | A one-time project versus regular help managing and improving Salesforce. |
| Changing CRM | A plan for moving customer records, past activity and reports, followed by a trial move. | How data is checked, what happens if the move fails, time offline and staff training. |
| Using both platforms | Rules for which system keeps the main record, how updates are shared and how duplicates are handled. | Who fixes the connection if it stops working. |
| No platform decision yet | An explanation of which CRM suits your needs and any commission the partner receives. | Separate prices for software, setup and continuing help. |
What are you actually buying?
A CRM project usually contains several jobs. Separating them makes it easier to choose a partner and understand the quote. Use these deliverables as a starting point for your brief.
| Service | The work | A useful deliverable |
|---|---|---|
| Implementation | Build the system around your sales and service processes. | Working pipelines, permissions, automation and reports, tested by the people who will use them. |
| Migration | Move information out of the old system. | A field map, trial import and reconciliation showing what moved, what changed and what was left behind. |
| Integration | Keep two systems exchanging information. | Documented update rules, failure alerts and an owner responsible for fixing the connection. |
| Training | Help people use and manage the new setup. | Practice sessions for each user group and separate instructions for administrators. |
| Ongoing support | Maintain the system and make agreed improvements. | Defined capacity, response times, priorities and a record of changes. |
Migration is usually a move with a completion point. Integration is a continuing connection. A business replacing its CRM while keeping its finance system will often need both.
Ten partners to consider
These five HubSpot and five Salesforce firms illustrate different kinds of help. They are listed alphabetically here; our blog articles give ranked recommendations for specific jobs. We reviewed the linked company pages on 13 September 2026. Their service descriptions tell you what they offer, not what results your project will achieve.
HubSpot
| Partner | Good for | Read more |
|---|---|---|
| Aptitude 8 | Complicated setups and software connections | Provider source Read our assessment and questions |
| Evenbound | HubSpot for an industrial business | Provider source Read our assessment and questions |
| Huble | Introducing HubSpot across several teams | Provider source Read our assessment and questions |
| Media Junction | Rebuilding a website and CRM together | Provider source Read our assessment and questions |
| New Breed | Setting up HubSpot alongside marketing work | Provider source Read our assessment and questions |
| Weidert Group | Implementation and training for manufacturers | Provider source Read our assessment and questions |
Salesforce
| Partner | Good for | Read more |
|---|---|---|
| Ad Victoriam Solutions | Moving data and connecting other software | Provider source Read our assessment and questions |
| Cloud for Good | Nonprofits, education and public services | Provider source Read our assessment and questions |
| CloudMasonry | Projects involving several Salesforce products | Provider source Read our assessment and questions |
| Kicksaw | A team that keeps helping after setup | Provider source Read our assessment and questions |
| Penrod | Healthcare and life-sciences businesses | Provider source Read our assessment and questions |
Compare the work, not the partner badge
Check partner credentials in the platform's directory, then ask who will actually do your work. A badge does not tell you whether that team has worked on a system like yours or how much help your contract includes. Ask for a similar project example and meet the people assigned to you.
Aptitude 8 focuses on technical HubSpot work and excludes marketing content and creative agency services. New Breed also offers marketing campaigns and websites. If you need both the CRM setup and the marketing, that difference matters. Aptitude 8 source · New Breed source
Make quotes comparable
Send each company the same description of the job. Explain what data needs to move, which software must connect, who will use the CRM and what they need it to do. Ask for separate prices for planning, setup, moving data, software connections, training and help after launch.
Evenbound's pricing page lists HubSpot implementation and onboarding from $15,000 and custom integration and feasibility from $15,000. The page also says these services are part of a broader contract. This is one provider's published starting-price example, not a market average or a promise of a standalone project at that price. Pricing source, reviewed 13 September 2026
A directory estimate, a software subscription and an agency quote cover different things. Check what each price includes.
Ask for proof before signing
- A relevant reference: ask what the partner delivered, when, and whether the named team did the work.
- A demonstration: ask the team to show a process like yours using made-up data. Agree in advance whether you will pay for that work.
- A trial data move: check that records arrive correctly and agree what happens if something fails.
- A handover plan: agree who owns the code, keeps the instructions and has administrator access. Name the person who will watch for broken connections.
- A definition of done: agree how you will check the work, what training is included and when project support ends.
How this guide was researched
The lab compared published service descriptions for ten providers in its CRM coverage and inspected Evenbound's pricing page. The examples cover CRM setup, marketing, continuing support and industry-specific work. Our recommendations are based on the linked material. No interviews, client-reference calls or hands-on demos were conducted for this guide. We did not score or rank providers.
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