How-To Guide: Migrate from Capsule CRM to HubSpot CRM

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How-To Guide: Migrate from Capsule CRM to HubSpot CRM
by Gabriela Theard

In 2020, we’re seeing the CRM market make headway like never before. Employees in today’s world rely upon CRM frameworks to build productivity and increase profit numbers.

 

As your business advances, a comprehensive CRM solution is absolutely essential. Here are the questions you should be asking yourself:

 

 

  • Have I utilized my CRM platform for more than 5 years?

 

  • Is my product lacking automation and configuration alternatives?

 

  • Does my CRM coordinate well with different applications?

 

  • Are the reporting tools productive enough for my organization?

 

  • Does the CRM provide my sales team with the capacity to organize their assignments?

 

  • Is there a solution that’s more cost-efficient with additional comprehensive features?

 

 

If any of these contemplations ring a bell, it’s time to begin searching for a more distinct advantage framework. Learn why HubSpot is the most favorable CRM you can find on the market!

 

 

HubSpot CRM Abilities

 

  • The timeline helps users manage emails, calls, notes, and even website visits all in one view

 

  • The software can easily cooperate with Gmail and Google Apps, where users can send emails from any contact in the CRM

 

  • Users can create a series of templates for repeatable follow-ups, so sales reps are able to use their time more efficiently

 

  • HubSpot may connect with Google Calendar, enabling users to see scheduled meetings and revise new ones with one click

 

  • HubSpot is FREE, forever, this includes 2 users per month and stores up to 250 contacts

 

 

 

Tips to Keep in Mind Before Migrating

 

To steer clear of any surprises, set aside some time to prepare for the procedure. Follow these 4 simple steps below:

 

  • Test the solution (HubSpot CRM) first – don’t forget, it’s FREE

 

  • Clean up your data  – cut out dupes and outdated information from your existing Capsule CRM so you avoid it after the transfer

 

  • Crashes happen – prepare a backup plan to keep from losing any data after migration from Capsule to HubSpot

 

  • Notify your employees about the switch and provide needed tutorials/training about your new HubSpot CRM software

 

 

 

 

How to Migrate from Capsule to Hubspot CRM Using Trujay’s Self-Service Wizard

 

 

Whatever your chosen CRM system is, Trujay’s Self-Service tool can trial the system to see if it’s a good fit by launching a free sample migration. Follow the steps below:

 

 

1. Go to Trujay’s Self-Service app

 

 

How to migrate from Capsule to HubSpot

2. Select your current CRM and future CRMs from the drop-down menu and provide all required credentials

 

 

3. Click the ‘Fields Mapping’ button to set up the fields you want to migrate from Capsule to HubSpot. If everything looks good, click ‘Free Sample Migration’.

How to migrate from Capsule to HubSpot

4. Check your sample results after the migration from Capsule to HubSpot. If you’re satisfied, click the “Start Full Migration” button.

 

NOTE: Should you decide to modify your fields, click “Change Fields Mapping”; you can rerun the sample as many times as you need at no cost

How to migrate from Capsule to HubSpot

 

Post-Migration Tips

 

  • Ensure that all objects are in the right places 
  • Test if the relationships between the records are preserved in the correct way 
  • Arrange all the different analytics filters 
  • Set up custom workflow rules
  • Provide training courses for employees 

 

 

Final Notes

 

On the off chance you feel your business needs a further developed and contemporary CRM platform, HubSpot is the best approach! Another advantage? Each and every one of the tips above can assist with both a quick and secure migration.

 

Chat with Trujay experts to acquire more understanding on migrating your data from Capsule to HubSpot CRM. Visit the Trujay website for more details on the services and additional features offered.