Transforming Simonds Homes’ CRM for Sales Efficiency & Customer Engagement

Replacing an end-of-life Salesforce with an integrated HubSpot ecosystem

Simonds Homes, a leading name in Australian homebuilding, needed to move off a legacy Salesforce CRM nearing end of life and onto a robust, integrated platform that could streamline sales and marketing, resolve data silos and stop leads falling outside the system. With The Garden, they migrated to HubSpot.

Client
Simonds Homes
Industry
Property
Solutions
Marketing Technology
Region
Australia

Salesforce records migrated, de-duplicated and mapped

140k+

The challenge

The migration had to do more than move data: it had to automate workflows, improve lead management and keep every integration Simonds relies on, from lead sources like Meta, REA, Domain and iBuildNew through to DocuSign contracts, BPAY payments, Outlook, Teams and the Google and Facebook ad platforms, flowing without interruption.

Our solution

A discovery phase mapped systems, pain points and priorities with stakeholders across teams. The Salesforce migration moved 140k+ records via a Python-based process handling consolidation, de-duplication, record merging and field mapping, protecting data integrity throughout.

We configured five Hubs, each owning a piece of the operation: Sales Hub with automated lead routing by location, product interest and rep availability; Marketing Hub with nurture workflows and integrated lead capture; Content Hub centralising templates migrated from Ortto; Operations Hub with real-time dashboards and task automation; and Service Hub for enquiry handling. BPAY integration enabled secure deposits inside the CRM with payment-milestone alerts for reps, and segmented nurture workflows delivered personalised follow-ups from the moment of capture.

The results

Simonds Homes now runs sales and marketing on one integrated platform: leads routed automatically, payments tracked to the milestone, reporting in real time, and a nurture system engaging every lead at its own stage of the journey.

What our clients say

The Garden's team helped us transition seamlessly to HubSpot, transforming how we manage leads and customer interactions. Their expertise in automation and integration has made a tangible difference to our sales efficiency.
Simonds Homes

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