HubSpot CRM Migration Services

At dJolt, we know how daunting it can be to move from one CRM platform to another. As a certified HubSpot Partner, we are here to help you make the migration to HubSpot as smooth and easy as possible.

Why Should You Consider Migrating to Hubspot CRM?

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 new 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 providing HubSpot CRM Migration Services so that you are confident moving forward with this important platform change.

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! Our support team has been trained specifically in this area so they will be able to walk you through everything step-by-step.

Our HubSpot CRM Migration Process

The time to migrate is NOW. Don’t be caught off-guard by an unexpected drop in rankings, or a poor user experience. Trust in the experts from our HubSpot Migration team, and we’ll get you there with a smooth and stress-free transition of your website and 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 website migrations, and we understand their security, scalability and performance.

Step 1. Detailed CRM 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, we design the migration 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 with Test Data

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 CRM Migration?

dJolt offers tailed HubSpot Migration Services team to help 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 website migration from CMS 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.

See how we migrated a customer from Zoho to HubSpot CRM

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Have Questions about HubSpot CRM Migration?

At dJolt, we are all about you. We understand your business needs and focus on what is essential to reach your business goals. We prioritize your CRM migration needs and move the data on a priority basis.

Our offering includes CRM migration from Salesforce, Zoho, Dynamics and many more. Our HubSpot experts have been doing this for years and have built our reputation on trust and quality workmanship.

The price depends on the size of your project, the number of contacts and leads you have, as well as any additional features you need. We offer fixed prices for small projects and flexible pricing for large projects. You can further details from our pricing page.

Yes. We are happy to help you with migration of custom objects; Have Questions About Our Hubspot Migration Services? So Let’s Talk!

We do the CRM migration in phases. We identify which parts of HubSpot are different from your old CRM and develop a plan for migrating your CRM data.

Later, we map the objects and import sample records from your old CRM system into HubSpot. Then we’ll go back through each record again and make sure everything looks right before moving onto the next step: migrating any the whole data that hasn’t yet been uploaded into the new CRM. We clear those issues and migrate the whole.

The CRM migration to HubSpot will take between two and four weeks, depending on the size of your database. This is because we start with a data migration phase that involves importing all of your contact information directly from CRM to HubSpot or from Google Sheets to HubSpot CRM. We then configure the new platform so that it is a seamless continuation of what you have in place now. After all this work, we test thoroughly to make sure everything works as expected and that there are no issues with any customizations we made during setup or testing.

The first phase (the data migration) usually takes about one week; however if there are any issues during this time period, it could cause delays later on in the project or even push back completion date by several months!

Yes, it’s our duty to get you aquinted with all the unique aspects of the entire HubSpot platform. In concrete terms, you can obviously benefit from the front design and several features, but unlike any other company, we’ll let you in on some cool tricks to get things done more efficiently.

We have a proven process, tools and team of experts that can handle the migration for you.

We’ve been doing this for years and we understand what it takes to migrate from one system to another. We use built-in migration features as well as advanced tools to make sure that your data is securely transferred seamlessly into HubSpot CRM.

Our migration services are flexible so if you need anything else done, just let us know!

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