Use import software There are applications that can achieve good results in a short time, once we have our priorities clear and our old CRM organiz and optimiz. These solutions are very robust and we recommend them if there is enough margin to make an extra outlay and the time to complete the CRM migration is tighter.
A database is
only as valuable as the well-optimiz information it contains. It is a mistake to believe that if we have years and years of disorganiz information, migrating the CRM to HubSpot or any new tool will magically fusion database organize and clean it up. It is preferable to dicate time and delay the process for a few weeks to unify and complete the information we have. Some of the points that must be review in detail when validating the cleaning of a database are, among others:
Select and optimize the fields that will actually be ne in the new system.
Complete any missing and relevant information, such as email addresses and names.
Unify the format and nomenclature focus on your mission your organization’s of drop-down field values.
Unify the format of date type fields.
Check that associations between objects (contacts, deals, and companies, for example) make sense and are correct.
Delete any obsolete information.
3. Prepare your HubSpot environment for migration
In HubSpot, the different fields that provide us with information about the objects we have in the CRM are call “properties.” Once we have decid on the data we are going to pass to HubSpot, our yeezy 350 boost v2s partner agency or ourselves, we will have to create the custom properties. Before we do this, we should also check that the fields we want are not already in HubSpot by default – for example, basic fields such as email or first and last name are already includ in HubSpot and we should be careful not to duplicate them.