Migrate Data from Sugar CRM to HubSpot in 5 Clicks

schedule a call
Home | Blog |
Migrate Data from Sugar CRM to HubSpot in 5 Clicks
by Gabriela Theard

 

Business growth is always a great thing, until you come across a much more difficult and time consuming process when organizing bulks of important data.

 

 

That’s where a CRM  (Customer Relationship Management) solution comes to play, as it helps companies store information on interactions between your employees and their clients/prospects.

To help you choose the most compatible CRM, check out HubSpot’s report on the best CRMs for small businesses and start-ups⬇

 
 

Features of HubSpot CRM

 
 

 
 
  • Offers timeline that assists users in managing emails, calls, notes, and even website visits all in one view
 
  • Capable of easily cooperating with Gmail and Google Apps, where users can send emails from any contact in the CRM
 
  • Users are able to create a series of templates for repeatable follow-ups. In result, sales reps are use their time more efficiently
 
  • HubSpot can connect with Google Calendar, giving users the opportunity to see scheduled meetings and revise new ones with one click
 
  • One more important thing…. HubSpot CRM is free forever with an opportunity to store as many as 1,000,000 contacts, companies, deals, and tasks.
 
 

 

 

 

How to Migrate from Sugar to HubSpot CRM Using Trujay’s Self-Service Tool

 
 

With any given CRM system, Trujay’s Self-Service tool can help you migrate your data by following the simple steps below⬇

1). Go to Trujay’s Self-Service app

2). Select your current CRM and future CRMs and provide the access detail

3). Evaluate your sample results. If you are satisfied, click “Start Full Migration” 

results of data migration

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

 

5). If you’re happy with the results, you can start the full migration process


 

 

 

Final Notes

 
 

Are you ready to make your switch from Sugar to HubSpot CRM? Follow our steps to guide you through a smooth and easy data migration!

Keep your conversion open to moving fast or slow, depending on your business schedule. Migration expertise is a MUST because the consultation definitely wraps around our onboarding offer where strategy is necessary. Try out our Trujay’s onboarding service and keep all the aspects of your data migration project under one roof.

Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, check out this page.

In the off chance that you may have additional questions or concerns, Trujay experts are here to help. Visit the Trujay website for more about our company and how we can help solve your data problems!