A phased Salesforce migration paired with native integrations to MedGen EHR and TalkDesk — designed to close the gaps Rob has called out: referral partner visibility, lead & referral nurturing, and a connected stack. ~$89.3K one-time estimate today — the SFDC migration line locks once we have access.
Crossroads is a current Marketing Hub Enterprise customer running on a Salesforce-integrated stack. Salesforce is month-to-month, so the migration is sequenced around Rob's three priorities — not a renewal deadline: referral partner visibility, lead and referral nurturing, and a properly integrated stack with MedGen EHR and TalkDesk.
We're still firming up exact seats and the full migration shape. Pricing below is a line-item estimate (~$89.3K one-time) built on typical mid-market SFDC → HubSpot + MedGen / TalkDesk programs. The Salesforce migration line is shown as a range ($10k–$20k) and locks the moment we get read-only SFDC access.
The mutual NDA is fully executed (signed copy attached). The single blocker to firm pricing is read-only access to the Salesforce org so we can scope Phase 1 and turn it into a locked SOW.
Two-way NDA signed by both Crossroads and SmartBug on May 12, 2026. We're cleared to talk freely about systems, data, and the migration roadmap.
The unblock for firm pricing. Read-only API + UI access lets us inventory objects, fields, automations, and integrations, and turn Phase 1 into a locked, phased SOW.
Every phase, integration, and dashboard in this proposal traces back to the three gaps Rob has called out in the current Salesforce-based setup.
"We don't have visibility into our referral partners or the quality of their referrals, we can't reliably nurture leads and referrals, and our systems just aren't talking to each other."— Rob, Crossroads Treatment Centers
Today: Today there's no clean view into which referral partners are sending volume — or whether those referrals actually convert into admitted patients.
Today: Leads and inbound referrals fall into gaps between marketing, intake, and clinical follow-up. There's no consistent nurture once the first call is missed.
Today: Salesforce, MedGen, and the phone system don't talk to each other cleanly. The team is stitching context together manually across tools.
A six-phase plan that gets Crossroads off Salesforce and onto a HubSpot CRM tightly integrated with MedGen and TalkDesk — sequenced to land before the Marketing Hub renewal in May.
We can't quote until we're inside SFDC. This phase locks scope, pulls a true field/object inventory, and confirms what actually moves vs. what stays behind.
Design the HubSpot CRM to match how Crossroads actually operates today — patient intake, treatment center routing, payor mix — without inheriting SFDC's tech debt.
The actual lift. Test batches first, then production cutover with full reconciliation so nothing slips between the two systems on cutover day.
Don't just replicate SFDC workflows — rebuild only what earns its keep, on HubSpot-native primitives, with intake/marketing alignment baked in.
Two big healthcare integrations replacing the SFDC ecosystem. We start with the integration discovery, then build with HIPAA boundaries in mind.
Coordinated SFDC → HubSpot cutover before the May renewal lapses, with role-based training so the team isn't relearning the system on day one.
HubSpot becomes the operational core. Salesforce is decommissioned. MedGen EHR and TalkDesk are integrated as first-class systems — scoped properly once we have access to confirm volumes and APIs.
Renewal in May. We protect the existing investment and bring CRM under the same roof.
Replaces Salesforce as the source of truth for contacts, pipeline, and customer history.
Phased SFDC sunset — read-only archive once HubSpot is the system of record.
Bidirectional integration approach scoped during Phase 1 — middleware vs. custom build TBD.
Telephony into HubSpot — call logging, click-to-dial, dispositions and call-driven workflows.
Order of operations: CRM migration off Salesforce first, then layer in MedGen and TalkDesk integrations against the new HubSpot system of record. We don't double-integrate against a system we're decommissioning.
SOW signature targeted for May to align with the existing Marketing Hub renewal. Discovery starts the same week so we can convert scoping into a firm price within the first sprint.
Dates are illustrative — confirmed at kickoff once SFDC access lands and Phase 1 firms up volumes.
Built at our blended HubSpot implementation rate of $195/hr. Fixed-price items are firm. The Salesforce migration is shown as a range based on typical mid-market SFDC moves — it locks the moment we get read-only access.
Midpoint across all line items below. ~458 hours at $195/hr.
Phase 1 Discovery converts this estimate into a fixed, phased SOW with hours per workstream.
SmartBug-led Premier onboarding package for Sales Hub Enterprise. Pipelines, deal stages, sequences, forecasting, rep enablement, and admin handoff.
Per SmartBug's published Premier onboarding tier.
Object & field mapping, data cleanse, history/activity migration, automation rebuild, parallel-run, and cutover. Sized as a typical mid-market SFDC move pending access.
Estimate only — locks once read-only SFDC access is granted.
Bi-directional patient + referral sync between HubSpot and MedGen, with HIPAA-aware field handling. Includes middleware build, mapping, and QA.
One-time build. Excludes PHI-compliant hosting (see below).
Native HubSpot ↔ TalkDesk connector configuration: call logging, click-to-dial, routing rules, and reporting tie-in.
Assumes native connector is available and licensed.
Pre-approved bank of hours to absorb scope discoveries (custom SFDC objects, MedGen edge cases, additional workflows). Only burned with written approval.
Unused contingency is refunded or rolled to managed services.
Recurring hosting for the MedGen integration middleware on a HIPAA-eligible environment (AWS BAA / equivalent). Sized once data volume and retention are confirmed.
Without SFDC access, we benchmark to comparable mid-market migrations: typically $10k–$20k in migration labor. Phase 1 Discovery collapses the range to a single firm number.
Fixed items are committed. Estimates use midpoints for the total. The contingency bank is opt-in spend — we only burn it with your written approval, and unused hours roll forward or refund.
Pulled directly from the HubSpot Solutions Marketplace listing — including the latest review posted today, May 12, 2026.
"We just had the latest 5-star review come in on the HubSpot ecosystem marketplace today — pulled live from the SmartBug listing. Tap through to read the most recent client write-up directly on HubSpot."
"Skander stands out for his thoroughness and professionalism. He takes the time to fully understand your needs, which makes his recommendations particularly accurate and relevant. His approach is structured, thoughtful and solution-oriented. He regularly goes beyond what is expected, bringing real added value to the project."
"We had the pleasure of working with SmartBug Media on the implementation and training of our team on the HubSpot CRM, and the experience has been outstanding from start to finish. Skander has been incredible — attentive to our needs, highly responsive, and his deep knowledge has been instrumental in designing a system that truly fits the nuances of our industry."
"Komal has been essential to our onboarding and ongoing enablement in HubSpot, guiding us not only with deep platform knowledge but with thoughtful strategy and practical implementation support. She balances big-picture thinking with tactical execution, ensuring our team is set up for long-term success rather than short-term fixes."
Reviews shown are excerpts from the public HubSpot Solutions Marketplace listing. Tap "View on HubSpot" above for the full list of 813+ reviews.
Once we have read-only SFDC access, Phase 1 converts into a firm, phased SOW with hours and dollars per workstream. The official SOW will be linked here via PandaDoc for direct signature.