A correctly implemented CRM program will produce a $2.50-$5.60 ROI for each dollar invested. The demand for CRM has grown to $82 billion, up 12 percent last year. So, you can see that the right CRM is valuable for your business.
In this article, we’ll dive into the process of migration from HubSpot to Salesforce.
Challenges of Migrating Data
Data migration isn’t as easy a process as it can be described. It's not only the process of moving data from one CRM to another. Here are some pitfalls you need to overcome when migrating data on your own:
The complexity of source data
If you have a huge amount of records you need to transfer, working with your source data isn’t easy. With so many records to work with, it’s easy to get lost and create a mess of your source solution’s data.
The loss of data
Data corruption and loss is a big issue. Even if you lose just one record, your organization could get hurt.
Testing and validating data
Basically, it is difficult to find an IT team providing technical expertise in data migration. For quality assurance and analysis, you need a team of data experts, as content management transformation demands it.
Main Features of Salesforce
With Salesforce you don’t need to purchase new hardware, software installation, or locally stored files. Salesforce CRM provides you with insight into the different aspects of your sales process such as customers’ preferences, the progress of your sales and marketing activities, and your conversions. All departments, from sales to services, have access to the same information on the same platform. With advanced automation, employees can focus on the tasks that can’t be automated. Other features include:
- Contact management
- Sales tracking
- Real-time updates
- Unlimited customization
- Superior analytics
One more advantage is the 70% ROI. Salesforce customers can get $1.70 profit for every dollar they spend. Besides, Salesforce will improve customer satisfaction and sales revenue by up to 40%.
Tips for Successful Migration from HubSpot to Salesforce:
- Clean up data by removing unnecessary records before performing a migration from HubSpot to Salesforce
- Create a backup to eliminate any possible data loss
- Make sure you have an active account in both CRMs
- Inform your team about the changes
- Partner with an expert like Trujay to avoid challenges of doing migration on your own
Trujay is a perfect migration and integration solution that offers Self Service and Custom Migrations.
With Trujay’s Free Sample Migration, you can migrate a limited amount of records from your existing CRM to your desired target solution. You can see how this process works and, if you like it, start a Full Migration. We do not ask for your credit card information until after you try our system.
Migrate from HubSpot to Salesforce in 3 Steps
1.Visit Trujay’s Self-Service Wizard to perform a free sample migration from HubSpot to Salesforce. Choose your existing and desired CRM systems from the drop-down menu. Make sure you have active accounts to authorize CRM.
2. Afterward, you can 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 from HubSpot to Salesforce 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 at no cost.
Bottom Line
Now you know more about data migration from HubSpot to Salesforce with Trujay. To get more detailed information about migration and Trujay service read this article. Seize the opportunity to be on top.
You can read a longer article about migration from Salesforce to HubSpot here.
Proceed with a free Sample Data Migration today. If you have any questions, don’t hesitate to contact our experts.
