Get your CRM data migrated fast
We know that you want to fully migrate to HubSpot and set up your team for success. To do that, you need to quickly and easily migrate your CRM, marketing automation data.
The problem is you need all your historical data so your team can do their job; if you don't know what you're doing, this can be a stressful, time-consuming process.
We believe losing valuable customer engagement data will negatively impact your team's performance.
We have helped hundreds of companies with migration projects before to make it easier than ever to move your business data fast!
Because this is one of our core services and have been doing it for 11 years, we have the experience and tools to do it right, and fast. No guess work. No learning-on-the-go.
TECH STACK WE WORK WITH
Our process
4 STEPS TO MIGRATE TO HUBSPOT
01Data Migration Strategy
We audit, analyze your current CRM or marketing automation platform and create a data migration strategy. That identifies the data objects and properties and other assets like tasks, products, emails, lists, contacts, forms, etc., to migrate from your old system to HubSpot.
02Data Cleanup & Mapping
We create a detailed mapping document to identify each source data point and map it to HubSpot properties.
In this step, we clean up dirty data in your old CRM or marketing automation tool, as moving this data into your new HubSpot will create some issues in the future. For example, we can clean up contacts with invalid emails, duplicate companies, unused data properties, etc.
03Data Migration
In this step, we set up your new HubSpot data properties and any custom objects needed. Create all assets such as lists, forms, automation workflows, etc. In addition to building or connecting any external systems connected to your old CRM or Marketing automation system to HubSpot. Run the migration, which can take anything from hours to few days based on the volume of data we are migrating.
04Training & Onboarding
We offer a fast-track onboarding process that will help you and your team get trained on HubSpot in 30 days, after which we provide you with ongoing weekly support calls for three months. Our goal is to help you start getting value from the investment as soon as possible.
