If you already use a CRM then you'll know that the data within it is the beating heart of your business. If you use multiple spreadsheets or your email inbox to manage your customer and prospect data, you'll also know that it too is the beating heart of your business. They all contain critical customer and prospect data which is fundamental to running your business, which is why it needs a considered approach before you migrate the data to HubSpot CRM.
Imagine losing critical data such as customer order information, contact information, your sales pipeline data, and so on. The impact on your business is immense. Moving any stored data between systems require expert skills and an understanding of data models, the last thing you want to do is accidentally delete your business data.
Our team has many years of expertise in migrating systems across data schemas, technology, sales and marketing. We will ensure that you are up and running on HubSpot CRM, moving not just the data itself, but also how to logically structure and organise it too. Understanding how to move and configure data for use is a game changer for your business!
Critical to the success of any CRM migration is understanding the quality of the data to be migrated. We advise and help many businesses with data clean-up during the migration process. No matter the size and scale of the clean-up, we have approaches to help you fix them all.
Our structured best practice migration process ensures an orderly and error-free approach to moving your critical business data. Our data strategy is the foundation for the migration planning and set up of the new HubSpot CRM.
We've a package to suit most businesses but we can also customise our services to suit your needs.
Perfect for Small Businesses
Depending on requirements
Basic CRM Implementation:
Setup of 'HubSpot Free CRM'
Setup Deals & Pipeline Stages
Setup Custom Properties
Import Data & Cleanse
Apply GDPR Configuration
Setup Custom Filters
Setup Reporting Dashboard with 5 Reports
Setup Website Chat
Setup Team Email Inboxes
Setup Meetings Tool
Connect Website & Forms
Train up to 5 Users
Go Live Support
Depending on requirements
Our START package, plus:
Data Strategy & Plan
Data Cleanup Analysis & Mapping
Integration of Apps from the HubSpot App Marketplace
Create up to 20 Reports
Train up to 20 Users
Post Go Live Support with up to 3 User Coaching Sessions
Create Sales Email Templates
Create Sales Document Library
Create Sales Prospecting Sequences
Create Sales Snippets
** Requires Licence for HubSpot Sales Starter/Professional/Enterprise
Get results fast and with no data loss, talk to us about our HubSpot CRM Migration Services.
Fill in the form below and we'll contact you to arrange a suitable time to chat.