HubSpot CRM Migration

Seamless CRM migration to HubSpot or any CRM

Inboundsys, a HubSpot Diamond Partner Agency, provides complete CRM migration services to transfer your business data seamlessly. Whether you're transitioning to HubSpot from another CRM or leaving HubSpot, our professionals manage every step of the process with accuracy and care.

What is CRM migration?

CRM (Customer Relationship Management) migration transfers corporate data, such as contacts, deals, tasks, and reports, from one CRM system to another. This move is critical for firms seeking to improve workflows, increase functionality, or connect their tools with changing corporate goals.

Why is CRM migration needed?

Migrating your CRM isn't just a technical decision; it's a strategic one. Here are some common reasons businesses choose to migrate:

• Enhanced Features: Moving to a CRM like HubSpot unlocks advanced tools for automation, marketing, sales, and customer service.
• Cost Efficiency: Transitioning to a better-priced platform can reduce operational costs.
• Scalability: As businesses grow, they require a CRM system that can scale seamlessly.
• User Experience: Switching to a more user-friendly interface can improve adoption rates among your team.
• Data Consolidation: Migrating helps integrate all data under one robust system, reducing duplication and errors.

Migrating from other CRMs to HubSpot

Transitioning to HubSpot unlocks unparalleled marketing, sales, and customer support capabilities. Our step-by-step migration process includes:

• Needs Assessment: Understanding your business goals and why you want to migrate.
• Data Mapping: Identifying critical data points such as contacts, companies, deals, and tickets.
• Data Extraction: Exporting data from your existing CRM while ensuring data integrity.
• Data Transformation: Cleaning and reformatting data to align with HubSpot's schema.
• Migration to HubSpot: Importing data into HubSpot with zero disruptions to ongoing business operations.
• Testing & Validation: Ensuring data accuracy, resolving issues, and verifying workflows.
• Team Training: Training your team to maximize HubSpot's features.

Migrating from HubSpot to Other CRM

If you're moving away from HubSpot to another platform, we ensure the transition is as smooth. The process includes:

• Business Analysis: Understanding your reasons for migrating and the features you need in the new CRM.
• Data Preparation: Extracting data from HubSpot in the required format for the destination CRM.
• Custom Field Mapping: Ensuring the new CRM accurately reflects custom properties in HubSpot.
• Migration Execution: Transferring data to the new platform securely and efficiently.
• Workflow Replication: Rebuilding workflows, automation, and integrations in the new CRM.
• Post-Migration Support: Providing ongoing assistance to fine-tune your setup.

What do we migrate?

We ensure a comprehensive migration process, covering every critical aspect of your CRM, including:

• Contacts and Companies: All customer and business records with detailed properties.
• Deals and Pipelines: Sales deals and pipeline stages, including deal properties and history.
• Tasks and Activities: Pending and completed tasks and activity logs.
• Custom Properties and Fields: Any custom data fields tailored to your business.
• Workflows and Automation: Existing workflows, triggers, and automation rules.
• Marketing Campaigns: Active and historical campaigns, including associated assets.
• Email Templates and Communication History: All email templates and logs of customer communication.
• Reports and Dashboards: Analytics, reports, and dashboards for data insights.
• Lead Scoring Models: Any criteria used for lead scoring in your current CRM.
• Product Library: Information on your product or service catalog.
• Knowledge Base Articles: Support documents or resources stored in your CRM.
• File Attachments: Documents, images, and files attached to records.
• Integration Settings: Connected third-party tools and integration configurations.
• Team Permissions and Roles: User roles, permissions, and team structures.
• Appointment and Meeting Schedules: Linked calendars and scheduled appointments.
• Social Media Data: Social media interactions and campaign insights (if applicable).
• Subscription Preferences: Customer subscription preferences and opt-in statuses.
• Chat Transcripts: Customer chat histories from integrated chat tools.
• Survey Responses: Customer feedback and survey data are stored in your CRM.
• Support Tickets: Historical support cases or tickets, including statuses and resolutions.

We ensure a thorough migration that leaves no data behind, enabling your team to seamlessly transition to your new platform.

Why choose Inboundsys for CRM migration?

• Expertise in HubSpot CRM: As a HubSpot Diamond Partner, we bring unmatched expertise to every migration.
• Tailored Solutions: Every migration is customized to suit your business needs.
• Zero Downtime Guarantee: We ensure your business remains operational throughout the migration process.
• Secure Data Handling: Your data is handled with the highest standards of security and confidentiality.
• Post-Migration Support: Beyond migration, we offer training and support to ensure your team gets the most out of your CRM.

Ready to migrate your CRM?

At Inboundsys, we take the stress out of CRM migrations. Let our experts handle the complexities while you focus on running your business.