How to Prepare Your Business for HubSpot Migration Services

Any business may achieve great success by implementing a modern CRM (Customer Relationship Management) like HubSpot. It provides automated marketing, simplified sales channels, better data, and fewer hassles. However, let’s get all honest for a bit – transferring all of your company’s data from one platform to another can be just like moving to a new home.

If you simply stuff all of your junk into unmarked cardboard boxes and place them in the truck, you will be in for a real mess on the first day in your new house.

The key to an easy, stress-free move is not only to select the right software, but to get your business ready for the move before it even begins. If you’re looking for a painless, step-by-step plan for HubSpot migration services, here’s the plan.

1. Clean Up Your Data

If you have an existing CRM or database, consider it as an old storage closet. It contains a lot of dust over the years: duplicate contacts, old notes from employees, old email addresses, and deals that were active back in 2019 but no longer are.

Having dirty data in HubSpot will result in higher subscription costs (because HubSpot charges based on contact count) and aggravate their sales team.

2. Audit Your Current Processes and Tools

In order to find any inefficiencies or areas for improvement, you could review your present procedures and equipment.

HubSpot is capable of much more than just automating manual operations, yet it is unable to repair a malfunctioning business process. Before transferring even a single byte of data, take stock!

Map out your current workflows

With your department heads, and on paper, describe the “as is” processes for your department.

• How can a lead end up in a salesperson’s Inbox from a Web form?
• What are the stages required for a deal to be “Closed Won”?
• What does the customer support do when someone needs assistance with a ticket?

Identify the apps you need to keep

Examine the software stack you currently have. Using Shopify, Quickbooks, or email (Gmail, Outlook, Slack)? List all the tools your team utilizes on a daily basis since HubSpot can link to thousands of tools. Reconnecting these tools as soon as the migration is finished is crucial.

3. Map Your Data Fields

Every CRM labels things a little differently. What your old system calls “Account Owner,” HubSpot might call “Contact Owner.” What you used to label as “Lead Status,” HubSpot might call “Lifecycle Stage.”

Data mapping just involves creating a cheat sheet that tells the migration team that “Field A in our old system belongs to Field B in HubSpot.”

Key areas to focus on

• Names, email addresses, company names, and transaction values are examples of regular fields that often move over very readily.
• Custom fields are where things start to get interesting. Before importing the data, you must build the same custom properties in HubSpot if your prior system had any unique drop-down menus or text boxes (like “Favourite Product Category” or “Contract Renewal Date”).

When tackled on a basic spreadsheet, an hour of organizing these fields will help avoid loss of data resulting from translation.

4. Get Your Team On Board Early

The technical side of a HubSpot migration is actually only half the battle. The harder part? Getting your team to actually use the new system.

Even if the new system is ten times better, your sales representatives or account managers may be reluctant to change if they are at ease with their current habits.

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