Migrating from one CRM to another is a big decision! Without proper planning, in-depth knowledge of both systems and a team to support you, the transition can quickly become time consuming.
If you're considering migrating to HubSpot, here’s what you need to know for a smooth transition…
How to Prepare
The key to an excellent migration is preparation. Here are some things to consider…
- Define your migration goals:
What are the specific reasons for migrating to HubSpot?
What do you hope to achieve with the new system? Knowing the answers to these questions will help you establish a clear plan.
- Assess your current data quality:
How accurate and complete is your data? Having clean data before migrating to a new CRM system is very important. This will save you time and effort in the long run and ensure that your data is properly organized in HubSpot for your sales and marketing teams.
- Evaluate your current CRM system's capabilities:
What features and functionality does your current CRM system offer?
Which of these are essential to your business?
Knowing these answers will help you identify gaps in your current system and HubSpot.
Before making the switch to HubSpot, it's crucial to take a step back and assess your current systems and processes. Consider how HubSpot will fit into your existing technology stack, and think about the workflows and processes that will be affected by the migration.
Common Challenges (and how to overcome them)
Which switching CRMs most companies run into similar issues. Here’s a list of challenges to look out for and how to prepare for success…
- Data mapping: One of the most significant challenges during a migration is mapping data from the old system to the new one. Establishing a clear mapping strategy is essential before you start migrating your data.
- Data quality: As mentioned earlier, it's important to ensure your data is clean and accurate before migrating it to HubSpot. This can be time-consuming, but it's crucial for long-term success.
- User adoption: Moving to a new CRM system can be challenging for your team, so it's important to provide adequate training and support to ensure user adoption. HubSpot provides a library of free resources to get your team trained up and confidently using your new system.
Best Practices for Migration Success
On The Fuze has helped hundreds of client migrate to HubSpot and successfully setup their sales, marketing and business operations!
Migrating can be tricky, so here’s our best practices to have a successful transition…
- Start with a small sample: Before you start migrating all your data, start with a small sample to test your migration process. This will help you identify any issues and ensure the migration succeeds.
- Develop a migration plan: Develop a clear plan for the migration, including timelines, roles and responsibilities, and testing procedures.
This will help ensure that the migration is well-organized and executed smoothly.
- Validate your data: After migrating your data, it's important to validate it to ensure that it's accurate and complete. This can be done by running reports and checking data integrity.
- Involve all stakeholders: Make sure to involve all stakeholders in the migration process, including sales, marketing, and customer service teams. This will help ensure that the migration meets everyone's needs.
- Use HubSpot's resources: HubSpot provides various resources to help you migrate to their platform successfully. These include migration guides, training resources, and support forums.
In summary, migrating to HubSpot from another CRM system can be a complex process, but with proper planning, execution, and adherence to best practices, you can make sure it’s smooth sailing!
To help you with your CRM migration, we've developed two comprehensive checklists: one for standard migrations and another for more complex ones.
Download your checklist today and to ensure your switch to HubSpot is successful!