SmartBug will help Vobis stand up a clean, services-focused HubSpot foundation designed to support lead management, opportunity tracking, quoting, account visibility, PSA handoff, and future ERP integration — with an MVP-first approach aligned to Vobis' compressed timeline.
Get Vobis live on HubSpot quickly with a focused, adoption-ready foundation — not a multi-quarter rebuild.
A data model shaped around leads, opportunities, accounts, projects, and lifecycle — purpose-built for professional services.
Lean on HubSpot-native and vendor-native connectors before custom code — for PSA, ERP, Outlook, and Slack.
Vobis Ventures is standing up a new services-led business following the carve-out of the services and advisory portion of Optiv. The priority is speed to operations — getting the team live on a clean, intuitive, adoption-friendly front-office platform quickly, while avoiding a heavily customized enterprise rebuild.
This roadmap positions HubSpot + SmartBug as the fastest path to a usable, scalable operating foundation for Vobis' sales, marketing, account management, quoting, client lifecycle, PSA handoff, and ERP integration needs.
The starting point: Salesforce + NetSuite + SuiteProjects Pro — highly customized, hard to use, and not designed around a modern professional services business.
Vobis is separating from a legacy environment that was inherited from Optiv — and needs a faster, cleaner operating model that supports sales, delivery, and finance without recreating the complexity of the old stack.
HubSpot, sequenced correctly, is the fastest path to a usable, scalable operating foundation.
Phase 1 gets Vobis operational fast. Phase 2 deepens integration and reporting once PSA and ERP decisions land.
The first phase focuses on the minimum viable operating foundation required for Vobis to begin working out of HubSpot quickly and confidently.
The second phase deepens the operating model once the PSA selection, ERP requirements, and migration scope are finalized.
HubSpot doesn't replace the PSA or ERP. It becomes the front-office command center while PSA manages project delivery and ERP manages finance.
Companies, contacts, leads, opportunities, account intelligence, sales activity, forecasting, quoting support, and customer lifecycle visibility — the connective tissue of Vobis' front office.
Rocketlane, Kantata, or final selected PSA
NetSuite or final selected ERP
Team collaboration & activity logging
Email, calendar, and meeting sync
Claude or other approved AI tools
Email, forms, landing pages, events, campaigns
Native-first, not custom-first. Wherever possible we lean on HubSpot-native and vendor-native connectors before writing custom code — reducing long-term maintenance and keeping the operating model portable as PSA and ERP selections firm up.
Every phase of the roadmap threads through these six workstreams — balanced across data, process, adoption, and reporting.
Configure the core HubSpot data model around Vobis' services business, including companies, contacts, leads, opportunities, activities, tasks, projects, proposals, contracts, and customer lifecycle data.
Build a clear lead-to-opportunity process with required fields, stage definitions, role-based access, task automation, and manager visibility to support adoption and accountability.
Prioritize the minimum viable Salesforce data needed for active selling and business continuity, with a focus on clean accounts, contacts, active opportunities, key historical context, and practical migration rules.
Design the model for moving closed-won work into the PSA platform while surfacing enough project context back into HubSpot for account managers, sellers, and leadership to identify risks and expansion opportunities.
Create a scalable foundation for service-based quoting, proposal generation, reusable service content, approval routing, and handoff to contracts or service agreements.
Deliver role-based dashboards for sales, leadership, and operations, including pipeline health, forecast visibility, strategic accounts, opportunity aging, sales activity, services demand, and expansion opportunities.
A crisp definition of what "live on HubSpot" means for Vobis by end of August — so the team knows exactly what to expect on day one.
Note: The MVP is intentionally focused on operational readiness, not every future-state integration or automation. The goal is to get Vobis live quickly on a clean foundation, then expand intelligently.
A clean, sequential path from discovery to go-live — each milestone unblocks the next, with clear ownership and outcomes.
Confirm MVP scope, user roles, Salesforce data scope, pipeline stages, quote/proposal requirements, and PSA/ERP dependencies.
Configure CRM objects, properties, pipelines, permissions, teams, activity capture, required fields, and core automation.
Migrate priority Salesforce data, connect Outlook/calendar, configure Slack logging, and define PSA/ERP handoff patterns.
Test workflows, validate migrated data, review dashboards, confirm handoff process, and prepare users for launch.
Launch MVP, support adoption, resolve early issues, and prioritize Phase 2 PSA/ERP integration and reporting enhancements.
Milestone durations confirmed at kickoff once MVP scope and PSA dependencies are locked.
SmartBug brings deep HubSpot implementation experience across enterprise CRM migrations, complex sales processes, marketing automation, integrations, reporting, and adoption-focused enablement.
For Vobis, SmartBug's role is not to recreate the legacy environment inside HubSpot. It is to help Vobis move quickly, simplify the operating model, and build a front-office foundation the team will actually use.
These decisions shape the MVP boundary and Phase 2 scope. Resolving them early keeps the implementation on the compressed timeline.
The assumptions this roadmap is built on. Anything that shifts here will be reflected in the SOW before work begins.
Excerpts pulled directly from the public HubSpot Solutions Marketplace listing.
"SmartBug stands out for thoroughness and professionalism. They take the time to fully understand our needs, which makes their recommendations particularly accurate and relevant. The approach is structured, thoughtful and solution-oriented — regularly going beyond what is expected."
"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. Attentive to our needs, highly responsive, and deep knowledge instrumental in designing a system that truly fits the nuances of our industry."
"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. Balances big-picture thinking with tactical execution, ensuring our team is set up for long-term success."
"SmartBug's team brought clarity to a complex migration and helped us stand up a HubSpot foundation the whole company actually uses. They pushed back where it mattered, kept us on native-first architecture, and shipped on time."
Reviews shown are excerpts from the public HubSpot Solutions Marketplace listing.
A short sequence to convert this roadmap into an active implementation.
Lock the MVP checklist, teams, and end-of-August target so the foundation build can begin immediately.
Align on the PSA selection track and the NetSuite / ERP direction so integration design can start on the right platforms.
Confirm what active data moves, what stays behind, and the cleanup rules that keep the new environment clean.
Kick off portal configuration, permissions, pipeline design, and lead-to-opportunity process implementation.
SmartBug recommends beginning with a focused MVP implementation that gets Vobis operational in HubSpot quickly, while preserving a clear roadmap for PSA, ERP, reporting, and automation expansion.