TechPlay · Intermediate

They just moved to a tool you plug into

The site or job ads started naming a new CRM or platform in the last 60 days. A step-by-step playbook: what the signal means, whom to write to, what to say and how to measure it.

The tech switch play in two minutes · Read the transcript
For

Integration partners, agencies and implementation consultants, and vendors whose product plugs into a specific platform.

Level

IntermediateOne timing signal

Setup

20 minutes, then weekly

Data

Companies · People · Signals

How do you find companies that just switched to a new CRM or platform?

Watch for companies whose website or job ads start naming a new tool, such as a CRM, in the last 60 days, especially when a competing tool disappears at the same time. A migration is a funded project with a deadline and an owner. Find that owner, usually RevOps, marketing ops or IT, and offer help with the parts of the move that usually break.

Why

Why does the tech switch play work?

A tool change is one of the few moments a company is willing to rethink everything around it. Every connected tool, report and process has to be moved or rebuilt.

A migration has a budget

Switching a CRM or platform means paid licences, a deadline and someone accountable. There is money for help.

Everything connected gets reconsidered

Integrations, add-ons and reports built for the old tool have to be redone. That is when add-on vendors and partners get evaluated.

The owner is easy to name

Migrations are run by RevOps, marketing ops or IT. Job ads often name the role directly.

Most vendors find out late

Partner directories and case studies show the switch months later. The website and job ads show it as it happens.

Signal

What counts as a tech switch?

At least the first two, ideally more:

  • A tool appears on the company's website or in its job ads for the first time.
  • It appeared within the last 60 days.
  • Stronger: a competing tool disappeared in the same window, such as Pipedrive out and HubSpot in.
  • Stronger still: a job ad asks for experience with the new tool, which means they are staffing the move.

What looks like the signal but is not

Trials and tests
A script can appear for a two-week trial. Prefer tools that also show up in job ads, or stay for more than a few weeks.
Leftovers
Old scripts often stay on a site long after a switch. A tool that is still detected is not always still used.
One team's tool
One department adopting a tool is not a company-wide switch. Check which team the job ads are for.
Job ads that list everything
Some ads list every tool the team has touched. Weigh tools named as required over nice-to-haves.
How

How to run it, step by step

Six steps in the same five-part frame as every play. Each step says what you are after, why it matters and how to do it with any tools; the Breaknorm boxes show the shortcut.

  1. 01Signal

    Pick the tools you work with

    Goal. The platform your service or product depends on, and the tools it usually replaces.

    Why. The play only works where the switch creates work for you. Pick the tool you plug into, and the competitors companies typically leave to get there.

    How.
    • Name the tool you build on, integrate with or implement.
    • List the tools people usually move away from to get there.
    • Limit to the company size and countries you serve.
    See which tools are detectedlist_filter_values
    list_filter_values({ "filter": "tech" })

    You end withA short list: the tool you want to see added, and the tools you want to see removed.

  2. 02Signal

    Catch the change in the last 60 days

    Goal. Companies where the new tool appeared recently, ideally with the old one gone.

    Why. Timing is the whole play. Inside the first two months, the migration is still being planned and vendors are still being chosen.

    How.
    • Look for the new tool on the website and in job ads, first seen in the last 60 days.
    • Rank higher when a competing tool disappeared in the same window.
    • Rank higher again when a job ad asks for the new tool.
    The filters behind itsearch_companies
    {
      "describe": "logistics and shipping software",
      "tech": { "added": ["hubspot"], "removed": ["pipedrive"], "within_days": 60 }
    }

    You end withA list of companies mid-migration, with what they left, what they chose and where you saw it.

  3. 03Who

    Find the owner of the migration

    Goal. The one person accountable for the move.

    Why. Migrations have one owner. They feel every broken field and missing integration, and they choose who helps.

    How.
    • CRM: RevOps or sales ops. Marketing tools: marketing ops. Infrastructure: IT or engineering.
    • If a job ad is staffing the migration, the hiring manager on that ad is your contact.
    • At small companies, the founder or head of sales often runs the move.
    Find the ownersearch_people
    { "function": "revops", "level": ["head", "manager"], "company": "routivo.de" }

    You end withOne named owner per company.

  4. 04Find

    Get an email that is verified

    Goal. A working address for each owner, checked before you send.

    Why. Ops people are the first to notice a bounce, and bounces hurt the domain you send everything else from.

    How.
    • Find the address from the name and the company domain.
    • Verify it at the mail server before it goes into a sequence.
    • Hold contacts whose address cannot be confirmed.
    Find and verify with Breaknormfind_email · verify_email
    find_email({ "name": "Lena Brandt", "domain": "routivo.de" })

    You end withA verified email per owner.

  5. 05Say

    Help with the part of the move that breaks

    Goal. A message about their migration, with something useful for it.

    Why. The owner is deep in a project with a deadline. Help with the part that usually goes wrong is welcome; a pitch for something else is not.

    How.
    • Say what changed and where it is public: a job ad, an integrations page.
    • Name the part of that specific migration that usually hurts.
    • Offer a concrete fix for it and ask if you can send it.

    You end withOne message per company, built on the before-and-after.

  6. 06Measure

    Track how far into the move they are

    Goal. A view of which stage of a migration replies best.

    Why. Early in a migration, people are choosing partners. Late in it, they are fixing what broke. Your offer fits one stage better than the other.

    How.
    • Tag each company with days since the switch.
    • Compare replies for switches under 30 days with 30 to 60 days.
    • Keep the ones that did not answer: the next integration project comes after go-live.
    Push new switcheswebhook
    POST https://hooks.your-tool.com/… ← one row per new switch

    You end withA weekly list and a note on which stage replies.

Example

A worked example, start to finish

One company, through every step. The company and the person are invented; the steps are the real ones.

  1. Signal

    Routivo makes route-planning software in Hamburg and has about 45 people. You implement HubSpot, and you watch for companies leaving Pipedrive.

  2. Signal

    Pipedrive disappeared from Routivo's site and HubSpot appeared on October 2. Two open roles now ask for HubSpot experience.

  3. Who

    Lena Brandt runs RevOps and is the hiring manager on one of those roles.

  4. Find

    [email protected] comes back valid from the mail server.

  5. Say

    The message names the move and offers a field-mapping checklist for Pipedrive to HubSpot.

  6. Measure

    Tagged as 22 days since the switch, so the reply can be compared with later-stage migrations.

Prompt

Which logistics companies moved to HubSpot in the last 60 days?

Switched Oct 2
BeforePipedrive
NowHubSpot, named in 2 job ads
OwnerLena Brandt · RevOps · valid
38 eventsthis week · example
ILLUSTRATIVE · EXAMPLE DATA
Say

What to write to a team in the middle of a migration

A short email that gives before it asks: something useful for the situation they are in, not a meeting request. Why each line is there:

SubjectPipedrive to HubSpot at Routivo

Hi Lena, it looks like Routivo moved from Pipedrive to HubSpot this month, and two of your open roles now ask for HubSpot experience.

The part of that move that usually hurts is the deal history: custom fields and pipeline stages don't map one to one, and reports are unreliable for a while after.

We keep a field-mapping checklist for Pipedrive to HubSpot, with the fields that break most often and how to fix each one.

Can I send it over?

Pitfalls

When not to run this play

  • You don't work with the tool they moved to.
  • The switch was more than about three months ago; the migration is done.
  • The tool appeared only on one landing page or for a short trial.
  • Your message says you found their tracking code. Point to job ads or public pages instead.
  • You pitch a replacement for the tool they just chose.
Measure

How to measure whether it works

Track a few numbers per batch and compare them over time. What counts as good depends on your market, so the trend matters more than any benchmark.

Reply rate by days since the switch
Under 30 days versus 30 to 60. Partners often do better early; fixes do better later.
Reply rate by tool pair
Some moves create more work than others. Compare by what they left and what they chose.
Yes rate to the offer
How many say yes to what you offered.
Meetings per 100 companies
The number that tells you whether the play is worth the weekly time.
Data

From our data

Figures from Breaknorm's own technology and hiring data, refreshed every 1 to 7 days.

—

Companies that added HubSpot in the last 60 days, US, UK and EU

Live figure from our data, to be added before launch.
—

Most common tool switches this quarter

Live figure from our data, to be added before launch.
—

Share of switches that also appear in job ads

Live figure from our data, to be added before launch.
Recap

Checklist

  1. The tool you work with, and the tools it replaces
  2. New tool first seen in the last 60 days
  3. Competing tool removed, or the new tool named in a job ad
  4. Trials and leftover scripts filtered out
  5. Contact: the owner of the migration
  6. Email verified at the mail server
  7. Message names the move and offers help with the part that breaks
  8. Replies tracked by days since the switch
FAQ

Questions about this play

How do you know a company switched CRMs?

A new CRM shows up on the website, in scripts, forms or an integrations page, and in job ads that ask for experience with it. When the old CRM disappears in the same window, the switch is almost certain.

How soon after a switch should I reach out?

Within the first two months, while the migration is planned and partners are chosen. After about three months the move is usually done, and the next opening is the integrations that come after go-live.

Is it OK to mention that I saw the tool on their website?

Point to where it is visible to anyone: a job ad, an integrations page, a public case study. Avoid saying you read their tracking scripts; it is public, but it reads as surveillance.

Which tools can be detected?

Tools that leave a trace on a website, such as scripts, forms and widgets, and tools named in job ads. On Breaknorm, list_filter_values returns the current list.

Can I run this play without Breaknorm?

Yes, for a short list: check the websites and job ads of companies you care about every few weeks. Spotting the change across a whole market, and telling a switch from a trial, is the part that needs a data source.

Video transcript: The tech switch play in two minutes

Switching a CRM or a platform is one of the few moments a company rethinks everything around it. Every integration, report and process has to be moved or rebuilt.

So the play watches websites and job ads for a tool that appears for the first time, ideally while a competing tool disappears. When both happen within sixty days, a migration is under way.

Find the person who owns it: RevOps for a CRM, marketing ops for marketing tools, IT for infrastructure. Job ads often name the role.

Then offer help with the part of the move that usually hurts, like a field-mapping checklist, and ask if you can send it.

Run it

Run it with Breaknorm

Steps one to four in one prompt, from any agent with the Breaknorm MCP server connected. Writing the message and measuring the replies stay yours.

Which logistics companies moved to HubSpot in the last 60 days?
{
  "describe": "logistics and shipping software",
  "tech": { "added": ["hubspot"], "removed": ["pipedrive"], "within_days": 60 },
  "people": { "function": "revops", "level": ["head", "manager"] }
}
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