The 6 Biggest Mistakes Businesses Make During a CRM Migration

18 June, 2021

There are many reasons why a business may consider changing its CRM. Maybe the cost of the software is becoming too high, or perhaps they have decided that there is better functionality available in other systems. Whatever the reason, it's not uncommon for businesses to switch from one CRM provider to another at some point in time.

According to Capterra's research, 40% of the companies who switched to a new CRM did so because their old one didn't have the right features.

crm-why-switched-bar (1)

Working with hundreds of HubSpot customers over the past seven years, I know that migrating to a new CRM system can be a stressful, time-consuming process. However, to set up your team for success on your new CRM, you need to quickly and easily migrate your CRM data. You need all your historical CRM data, including all customer engagements, so your sales team can do their job; losing valuable customer engagements will negatively impact your team's performance.  

In this post, we will list the six biggest mistakes businesses make when migrating.

Top CRM Migration Mistakes

  1. Underestimating the time needed for complete migration
  2. Dirty data
  3. Outdated data structure
  4. Overlooking the limitations of the new CRM
  5. Forgetting to pause active workflows and automation
  6. Not backing up your data

Underestimating the time needed for complete migration

Many factors can affect how long a complete CRM migration will take, for example, how many records and the size of the data and the daily API limits and throttles.

I have often seen this with customers who underestimated the time needed for a complete migration and wait until there are only three weeks left in their old CRM license. 

Data migration is a time-consuming process as each of your old CRM and HubSpot have daily API limits; consequently, forcing the data migration to pause once crossed the daily limit and restart the next day.

Delays due to hitting API limits can result in data loss as you get locked out of your old CRM as your license expire, or you need to negotiate with your old CRM provider to extend the license cutoff date.

Dirty data

Dirty data is when the information you have is not accurate, not complete, or inconsistent. Inaccurate data can result in data integrity problems or make your information not useful and undermine all the processes related to it.

Ensure data integrity in your new CRM by having clean and accurate records by validating, reformatting, de-duping, or cleaning up data from your old CRM before migrating to HubSpot.

Outdated data structure

It is essential to think about the structure of the new CRM before you migrate data. For example, will all of your current CRM objects and fields be available in the new CRM? You may need to alter some data before you can use it in the new CRM. That way, your CRM database will be clean and better organized. It also might reduce the time of the migration if you only migrate the data that is needed.

Overlooking the limitations of the new CRM

Some data cannot be migrated from one CRM to another because of technical limitations. For example, in HubSpot web analytics data and email performance, these fields are not accessible via API. Another example if you are migrating from SalesForce to HubSpot, you need to think of workarounds for SalesForce dependent picklist property types as they are not available in HubSpot

Forgetting to pause active workflows and automation

It is essential that before you start with migrating your CRM data to HubSpot that you disable any workflows or automation setup in HubSpot until the full migration is complete. Pausing all automation in HubSpot will prevent any automated email from getting sent out or creating hundreds of tasks for your sales team.

Forgetting to back up your data

Take a full CRM backup after completing the migration so you can have a historical snapshot of your data from your old CRM. A full backup is the only way to ensure that you won't lose everything if something goes wrong.

If you're considering a move to HubSpot CRM and want to learn how to avoid the common data migration pitfalls and make a success of your transition to HubSpot CRM, get in touch today for a free consultation.



My name is Izzy and I am a co-founder of IDS, an award-winning HubSpot Solutions Partner. I lead our team of consultants who provide professional guidance to help businesses implement the HubSpot CRM platform migrate, integrate their tech stack to HubSpot to create a seamless environment for sales reps to use. There is nothing I love more than solving the challenges that come up when someone wants to migrate an old system or integrate their tech stack with HubSpot - it's like a puzzle!

Twitter Linkedin

Related posts

HubSpot, CRM Migration

HubSpot vs. Pipedrive Which One to Choose?

If you are looking for a new CRM for your business, chances are you have seen Pipedrive and HubSpot names popup in many searches. Here in this post, I will list the advantages and disadvantages of ...

23 July, 2021
HubSpot, Integrations

Top 5 HubSpot Integrations to Empower Your Sales Team

If you are reading this is because you are already a HubSpot user, or you are about to become one and want to assure yourself that it's worth it.

10 July, 2021

How Much Does HubSpot Cost?

If you're evaluating HubSpot to improve your sales, marketing, and service, you've probably come across so many options that it can be overwhelming. The Five different Hubs, each of the Hubs has four ...

06 July, 2021
Marketing Automation, HubSpot

Pardot vs. HubSpot: Which One to Choose?

With so many platforms available, deciding which one is right for your marketing campaign can be an overwhelming question. Over the past two years, we have helped tens of customers migrate ...

04 July, 2021
Marketing Automation, HubSpot

6 Tips for Choosing your Marketing Automation Platform

You are about to make one of the most impactful decisions in your business, and, as such, you should not do it lightly. Although there are many automation tools on the market with excellent ...

02 July, 2021
HubSpot, RevOps

HubSpot Operations Hub: 3 Features We Love

HubSpot continues its mission to streamline business operations and centralize data in a customer-centric approach by launching the Operations Hub. Here, you can read how other companies are using it ...

30 June, 2021
HubSpot, Inbound Sales

6 CRM alternatives other than Salesforce

If you are looking for a CRM, you have probably come across Salesforce more than once. Being one of the most extensive CRM in the world, it is practically impossible to ignore. The reality is that it ...

28 June, 2021
HubSpot, Integrations

HubSpot Salesforce integration pros & cons.

The HubSpot-Salesforce integration allows you to seamlessly pass data between HubSpot and Salesforce and maintain consistency between your marketing and sales teams.

24 June, 2021
HubSpot, Integrations

10 HubSpot Salesforce Integration Problems and How to Avoid Them

Salesforce and HubSpot are two powerful sales and marketing platforms. Strong integration between the two can help you save time, increase productivity, and improve your bottom line. But if you're ...

21 June, 2021