Changing CRM often means undertaking a major process that involves several professionals in the company, since not only the sales departments take information from these tools – marketing, administration or operations will also likely have a lot of valuable information stor. Therefore, before undertaking such an important change, it is normal for doubts to arise or for us to not know exactly where to start.
For this reason, at mbudo we have prepar a short guide to help you understand the keys to migrating data to HubSpot’s CRM.
1. Plan your data migration to HubSpot
As with any other project, before starting, we must draw up an action plan. We will have to coordinate people from various departments within our company; doubts will arise on the following points and everyone will have to do their part to move the CRM migration forward.
The timeline for this project will be more or less extensive not only architect database depending on the characteristics of your old CRM, but also on the method you choose to migrate all the information to HubSpot. There are several options:
Import an Excel or CSV file to HubSpot
This is the easiest and most economical option if the entities you want to import are few or do not have many associations between them. The estimat time will depend on the complexity of the complete guide to implementing account based marketing framework and model database and how refin you ne the information to be within HubSpot. Although it is the simplest migration method , it could take several weeks, since several iterations may be ne to get all the data correctly formatt in HubSpot.
Even so, if we start from a well-optimiz database and the data to be migrat is not complex, this option will be the most appropriate for our company.
Using the HubSpot API
If you have a developer on your team or you have yeezy 350 boost v2s experience working with APIs, this option can be faster and more automatable . The estimat time will depend on the skills of your team and the complexity of the information you want to migrate to the CRM. If you don’t have a team of developers, a HubSpot partner can provide you with the necessary support.