How to Successfully Migrate from your Current CRM to HubSpot CRM

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How to Successfully Migrate from your Current CRM to HubSpot CRM

Why switch from your current CRM to HubSpot CRM?

 

Easy! 

 

HubSpot is the leading CRM application on the market, with a large number of satisfied users. 

 

HubSpot was built to allow sales teams to start using CRM without making changes to the existing workflow. 

 

Though data transfer may look like an intimidating and challenging task, if you’re planning to migrate from your current CRM to HubSpot CRM, we’ve got all the tips and tricks to guide you through the process from beginning to end.

 


How to prep for data migration: solution, analyze, filter, records, secure, information


Ready? Let’s migrate!

Step 1.

Visit our Wizard and start a one-page sample migration with no registration required.

 

Step 2.

Once sample results are generated, check out the results. If you’re happy with them, choose an insurance plan and continue migrating the rest of your data.

 

What if I want to make changes?

Click “change fields mapping” to map your own fields. You can check which fields you want and match them with their modules. For more advanced options, click on the pencil icon. Note: you can re-run the sample as many times as you want at no additional charge.


post data migration records are correct, relations are restored, filters are modified for reporting, workflow rules created and personalized


Final Notes

Free, straightforward and standalone, HubSpot CRM is designed to enhance business success with simplicity and affordability.

Now that you’ve read the tips and tricks on how to migrate to HubSpot CRM, you are ready to perform the actual data import. In case you want to know more about the migration process or have some specific questions, feel free to contact our experts. We’ll be sure to get back to you within the hour!

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