“Success is making those who believed in you look brilliant.”
-Dharmesh Shah, CTO, and Founder of HubSpot
Do you believe in HubSpot? I’m guessing yes since you’re reading this article.
It’s really worth migrating your data to HubSpot because it’s a powerful CRM platform that will skyrocket your business.
Why? There are thousands of reasons.
HubSpot as a Company
HubSpot founded the notion of inbound marketing. It refers to the idea that people don’t want to be interrupted by marketers or harassed by salespeople — they want to be educated.
HubSpot created a platform uniting software, education, and community to help businesses succeed every day.
- HubSpot Academy graduated 218,000+ trained and certified inbound professionals
- INBOUND has an extremely high number of attendees in 2019, which was up to 26,000
- There are 150+ HubSpot User Groups in 21 countries around the globe
- 73,400+ customers in 120+ countries and 3,300 employees who work for customers’ satisfaction
- 400+ integrations and the ability to create custom apps
HubSpot as a CRM System
With HubSpot CRM, your team can work together for better results in marketing, sales, and customer service. The platform is absolutely FREE because HubSpot wants your entire business to have the whole view of your customers.
HubSpot includes three hubs: Marketing Hub, Sales Hub, and Service Hub. Let’s explore the key features of each of them.
- Marketing Hub
With the help of Marketing Hub, you’ll be able to increase traffic, convert leads and show ROI.
Marketing Hub is all-encompassing, from getting real-time SEO tips to create a better content strategy, to bring more traffic to main pages through social media promotion, to launching expert-looking landing pages in minutes.
Give each lead an individual approach to purchase with powerful email tools and drip campaigns. You can connect with HubSpot CRM to automatically record and organize any customer interaction with your brand. There is a heap of advantages to increase your business profitability.
- Sales Hub
If you want to boost your sales productivity and shorten deals cycles, then Sales Hub is a great tool.
Automate your emails and convert the repetitive ones into templates, analyze their performance, and share with your team. With Sales Hub, you can connect with customers via live chat on your website. You can eliminate emails and missed calls by sending a link that allows your customers to select a meeting time that works for both of you.
Sales Hub automates time-consuming tasks such as lead rotation and task creation. You can see which sales reps are your best performers by tracking deals won and lost.
- Service Hub
With Service Hub, you can connect with customers easily, help them succeed, and turn them into promoters.
Customer experience is the main trend of 2020 and the secret to company growth. Customers have more control and higher expectations. They want conversational, human interactions.
HubSpot seizes it as an opportunity and provides the tools you need to satisfy customers at scale. Build an excellent and efficient experience with your company and help your clients.
Activities Before the Migration to HubSpot
As the appropriate planning and preparation are the keys to successful data migration, consider the following suggestions:
- Try out your solution
As HubSpot is free, you can test your future platform and see the system in action.
- Analyze and filter your records
Take time to discover how your data is structured, where it resides and which parts require extra attention. Decide what you would like to migrate to HubSpot and what should be left behind.
- Secure the information
It is necessary to create a backup and retain it even after the migration is over. It will help eliminate the possibility of any data loss.
- Notify your employees
Make sure your team members know about the change and are equipped with all the necessary tutorials.
Migration to HubSpot Step-by-Step
After completing the pre-migration steps, you have to find the right tool to perform a smooth and secure data transfer. Trujay can help you relocate the information in three easy steps without any problems. Besides, HubSpot is our official partner.
Take advantage of theTrujay’s Self-Service Migration:
- Security regulations that exclude the possibility of any data loss
- Exploration of the service functions
- Possibility to migrate a limited amount of data at no cost
- Multilingual interface (English, German, Spanish, French)
- No technical skills required
Data Migration to HubSpot Explained
1. Visit Trujay’s Self-Service Wizard to perform a free sample migration to Salesforce. Choose your desired CRM systems from the drop-down menu. Make sure you have an active account to authorize CRM.
2. Choose objects you want to migrate or you may change the specific mapping fields on your own. Click the ‘Fields Mapping’ button. If everything looks right, click ‘Free Sample Migration’.
3. When the Sample Migration to HubSpot is complete, you may evaluate the results. If you’re satisfied, choose an insurance plan and start a full migration. The price of the full migration will depend on the number of records you want to migrate.
In case something goes wrong and you want to set up mapping on your own or change migration options, click the “Change Fields Mapping” button. Choose data fields to migrate and check certain boxes to migrate your records.
You can re-run your free sample migration and change field mapping as many times as you need at no cost.
Actions After Migration to HubSpot
Now that the hard part is over, use these post-migration tips for better platform implementation and automation:
- Check out if the records are transferred to the proper fields
- Find out if the relations between the items are restored correctly
- Set up the filters for reporting tools
- Make sure to build personalized workflow rules
- Continue to educate your staff about the new system by providing the necessary training
Conclusion
To sum up, HubSpot can increase the quality of your sales processes as well as improve your customer experience. Proceed with the migration to HubSpot smoothly and securely using Trujay’s migration service.
If you want to learn more about the process of data migration to HubSpot CRM, contact our expert for useful insights.
