Data migration is a difficult task. And the task becomes even more difficult when you have to switch from one CRM to another (e.g. HubSpot to Salesforce). The success of a CRM migration depends on proper preparation, technical expertise, and organization. We are a Salesforce consulting firm with extensive experience in successfully and seamlessly performing data migrations from various CRM deployments to Salesforce. Based on this experience, we’ve created a step-by-step guide to ensure a smooth transition from HubSpot to Salesforce.
I. Clean and optimize business data
Before starting a migration, it is essential to perform data cleansing and optimize your data assets. Our team of CRM migration experts works closely with you to identify and evaluate the management rules for your existing database. Based on this analysis, we distinguish key information and ensure validity and consistency when transmitting data. We merge or replace duplicate records to create, maintain and maintain data integrity and eliminate duplication.
II. Building a Business Team for Success
Our migration team works with you to build effective data handling rules. This will ensure that all records are kept in order throughout the migration process. It also uses sales goals and a variety of organizational criteria to help businesses structure and categorize their accounts, contacts, and leads to simplify accessibility and improve visibility.
III. Comprehensively analyze business data
Data analysis is essential to determine which key objects you want to migrate from HubSpot to your newly formed Salesforce organization. Our experts begin the process by carefully assessing your existing CRM deployment. This assessment helps find missing data or inconsistencies, such as previous meetings or appointments. Performing these steps is essential to ensure a smooth and seamless transition without any data loss.
IV. Protect your data with a powerful backup plan
Businesses are concerned about data loss during migration. Salesforce experts make sure you have a strong data backup plan in place even before the migration effort begins. This backup plan ensures that your data remains completely safe during migration. We have access to a variety of tools to help you create data backups to ensure your valuable business information is well protected.
V. Efficient data mapping
CRM data asset mapping is essential to a successful migration process. For this reason, our team thoroughly evaluates the specificities of existing CRM and compares it with Salesforce. Create custom fields and data by considering entities, custom fields, and relationships during data mapping and evaluation. This is how you resolve any form of inconsistency that may exist between the two CRM systems. Additionally, well-planned data mapping ensures smooth data transfer.
6. Test your migration smoothly
We test our CRM data migration strategies extensively to uncover any potential issues that may arise during the process. Our team provides expert guidance to help businesses overcome migration challenges as effectively as possible. We also help companies implement Salesforce deployments efficiently and in a timely manner using business data.
VII. Get a quote
Finally, companies should obtain quotes from a variety of migration experts. We ensure that transparency is the cornerstone of every migration project. Before starting their CRM data migration journey, companies connect with our team to estimate the final cost. No doubt, the estimate will give you a clear idea of ​​your migration project, but the final migration cost will ultimately depend on the unique requirements of your business. Rest assured, we aim to provide competitive and accurate quotes.
Migrating from HUBSPOT to Salesforce? Take advantage of us!
We have become a trusted Salesforce solutions provider to undertake CRM data migration projects for a variety of reasons.
- expertise: We have many years of experience in CRM data migration and have honed the myth to ensure that data transfer is smooth, secure and fast.
- Custom: Our team customizes the migration process based on the specific needs of your business to ensure your CRM operates optimally, especially in the post-migration phase.
- Data Security: The backbone of your business is data. We have rigorous backup plans in place and take comprehensive security measures to protect corporate data throughout the migration process.
- Skill Proficiency: Our team includes Salesforce experts who are skilled at managing complex data mapping and solving key challenges.
- Timely delivery: Time is an asset and we know it. To achieve this, we follow efficient, traditional processes to ensure that migrations are completed on time and without compromising quality.
at last
Seamlessly migrating your CRM data from HubSpot to Salesforce requires detailed planning, comprehensive data analysis, and deep technical capabilities. We offer a comprehensive suite of Salesforce solutions that help businesses prioritize data integrity and security. Our team has access to a variety of migration tools and technologies to facilitate CRM data migration. Meet with a Salesforce expert today to discuss how we can help you move your business data from your CRM applications to Salesforce.