Why Migrate to HubSpot?
No One Has Time For Mishaps; It’s Time To Make Things Hassle Free!
Migrating from one CRM to another is never an easy process. The last thing you want to imagine is that the HubSpot CRM is not as user-friendly or intuitive as your old one. That’s where we come in: we’ll help make sure your transition goes smoothly by migrating your CRM data and CMS to HubSpot. We cover WordPress to HubSpot migration, HubSpot to HubSpot migration, Salesforce to HubSpot migration and more.
HubSpot CRM is more than a simple platform for managing your leads and contacts. It integrates with other HubSpot Hubs, allowing you to send emails, make phone calls and design your company’s website.
You can nurture your leads through automated workflows that are triggered depending on certain events (i.e. clicking on a like, view a page, etc). If you have questions about how the system works or if it seems complicated at first glance, don’t worry! Read our blog on why go hubspot or reach our support team that has been trained specifically in this area so they will be able to walk you through everything step-by-step.
Our CRM Migration Process and Best Practices
Trust in the experts from our Migration team, and we’ll get you there with a smooth and stress-free transition of your CRM to the HubSpot platform in no time!
Transitioning to a new platform is always filled with risks! But, is there anything to worry about? Of course not! We have already managed and performed HubSpot CRM and HubSpot website migrations, and we understand their security, scalability and performance.
Step 1. Detailed HubSpot Migration Review
Our HubSpot CRM migration process starts with a review of your existing CRM (whether it is Salesforce, Zoho, Dynamics etc), architecture, CRM usage, existing challenges and more. Our CRM migration review helps our HubSpot experts create a checklist of necessary requirements to start the migration process and ensure success with HubSpot.
During this process, we look for built-in integrations for CRM migration, map existing CRM objects with HubSpot objects, define strategies to resolve existing CRM challenges through HubSpot CRM customizations to suit your business needs and more.
Step 2. CRM Migration Plan and HubSpot Customization
After reviewing the existing CRM and business requirements, we create a HubSpot migration checklist and customization plan. It usually starts with mapping the business functionality with HubSpot CRM. Also, we customize HubSpot and clean the data.
HubSpot offers several built-in bidirectional sync with CRMs such as Salesforce. It makes the migration easier. For other CRMs, we download all the CRM data, clean it to ensure there are no duplicate columns and any other irrelevant data in the spreadsheets. We resolve them before we export your data to HubSpot. Once the cleaning process is completed, we create the custom properties in HubSpot to store your data.
Step 3. Migrate Test Data to HubSpot
We know how important HubSpot is for you. We start the migration process with test data and verify whether all your business use-cases are met. We choose records that is linked to other objects such as Companies, tasks and deals for analyzing the situation better.
Step 4. Verify and Migrate the Whole CRM Data
At this stage, we verify whether all the data is migrated properly. If we do not meet the business needs, we list down the issues and identify the root causes. Later, we fix the issues and plan a strategy for dealing with such errors in the full migration. Once the issues are cleared, we import the whole data into HubSpot with confidence. Once the full migration to HubSpot CRM meets our expectations, your HubSpot CRM is ready to use.
Step 5. Automation & Final Touches to CRM Migration
Finally, we focus on the automation needed to nurture your contacts and save time for marketing and sales teams. Later, we inform the marketing and sales teams about the completed migration and the positive impact of the migration/automation HubSpot brought to the customer.
Looking for Hassle-Free HubSpot Migration Services?
dJolt helps you move to HubSpot reliably, efficiently, considering your business requirements. We will work with you to determine the best way for your business to migrate from your old CRM platform(s).
Our team of HubSpot CRM experts will handle the technical aspects of migration, and we’ll be there to support you every step of the way. We also cover HubSpot CMS migration from other platforms such as WordPress along with website content and design. Throughout the migration process, we’ll provide weekly check-ins and progress reports to keep you up to date on where things stand.
