Our service works with all major CRM and Marketing Automation platforms, including Salesforce, Marketo, Pardot, ACT, Zoho, and Hubspot. We can help you start migrating your data today instead of taking weeks or months.
I don't have the resources to do this
I don't want to dump my dirty data into my new CRM
I am afraid to lose or have outdated or messy data
I am running out of time, and my current CRM license will expire soon
It seems too complicated, so it's better to stay as we are now
I don't know the best practices to migrate data to new CRM
We audit, analyze your current CRM or marketing automation platform and create a data migration strategy. That identifies the data objects and properties and other assets like tasks, products, emails, lists, contacts, forms, etc., to migrate from your old system to HubSpot.
We create a detailed mapping document to identify each source data point and map it to HubSpot properties.
In this step, we clean up dirty data in your old CRM or marketing automation tool, as moving this data into your new HubSpot will create some issues in the future. For example, we can clean up contacts with invalid emails, duplicate companies, unused data properties, etc.
In this step, we set up your new HubSpot data properties and any custom objects needed. Create all assets such as lists, forms, automation workflows, etc. In addition to building or connecting any external systems connected to your old CRM or Marketing automation system to HubSpot. Run the migration, which can take anything from hours to few days based on the volume of data we are migrating.
We offer a fast-track onboarding process that will help you and your team get trained on HubSpot in 30 days, after which we provide you with ongoing weekly support calls for three months. Our goal is to help you start getting value from the investment as soon as possible.
The team was absolute rockstars for us during our migration to HubSpot/Digital River. We would not have been able to complete such a monumental task without them. From the start of the project to the finish line, the entire team was on the ball--working with us to overcome obstacles and walking us through some of the more complicated aspects of the migration.
Achieve Similar Results
We've worked with dozens of HubSpot agencies and the team has always impressed us with not only their creativity but also their problem-solving capabilities. Their team also has deep technical skills that are unmatched in the industry. Highly recommend them for any company looking to grow.Achieve Similar Results
VP Operations X1
Our timespans for some of the migrations were incredibly short, but the team was able to jump in quickly and get everything done. We had been using our old systems for over a decade, but they were still able to find and migrate all of our data without missing anything.Achieve Similar Results
Pricing depends on how many objects and records you want to migrate; we will connect our tool to your CRM to give you an accurate costing.
We can help you migrate from your CRM or marketing automation platform to HubSpot in 4 to 6 weeks, in some cases it can be done sooner. In step 1 of the project, we will create a data migration strategy we will scope the volume and size of data and estimate the time needed for a full migration.
We need to meet with the people who have a stake in the CRM project. For example, we will meet with team members from sales, marketing, and support. That way, we can understand each team's requirements for the CRM project.
You can continue using your CRM or marketing automation tool while we are doing a complete migration, after which we will run a delta migration or partial migrations to sync the modified records since the complete migration started.