Let’s face it, HubSpot is the hottest ‘spot’ on the CRM market.
Older CRM systems like Salesforce might work for you, but may no longer fit the needs of your business. If you’re looking to make the switch from Salesforce to HubSpot, here’s how you do it.
Trujay is an automated migration service that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM data migrations, including Salesforce and HubSpot.
We’re partnered with HubSpot and use it ourselves. So, yes; naturally, we are the experts.
If you didn’t already know, HubSpot is FREE for an unlimited number of users and up to 1 million contacts.
What else is so great about HubSpot?
- User-friendly interface and winning design
- Connects to all Google applications
- Variety of templates
- Connects to Sidekick for real-time notifications
Here’s what you want to do before you start:
- Trial the system
- Get rid of unwanted data
- Have a backup solution
- Tell the team
Ready? Let’s migrate
Follow these 5 simple steps to complete a smooth and successful data migration:
Select your current CRM and future CRMs and provide the access detail
Evaluate your sample results. If you are satisfied, click “Start Full Migration”
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
If you’re happy with the results, you can start the full migration process.
After you migrate, make sure…
- Records are in their correct placements
- Field relations are properly restored
- Filters are modified for reporting
- Workflow rules are created and personalized
And don’t forget to tell the team!
Adaptability is key. You can read about the best ways to train your staff on the new CRM system here.
Visit our homepage to start chatting with a specialist. We’ll respond within the hour.