Migrate from Salesforce to HubSpot in 5 Clicks
Sometimes to make your business successful, you have to do a switch.
Older CRM systems like Salesforce can work for you, but may not suit your business needs any more. If you’re looking to make the Salesforce transition to HubSpot, here’s how you do it.
Trujay is an automated migration service that migrates customer data for you so you don’t need to lift a finger. We bridge the gap between virtually all migrations of CRM data including Salesforce and HubSpot.
Why migrate from Salesforce to HubSpot with Trujay?
Trujay specializes in the migration and integration of different CRM systems. Our company meets all your business requirements and various budget limitations. Trujay can automate the process for more than 30 CRM platforms. To perform the CRM data import, Trujay’s clients don’t need to have any technical skills.
Let’s take a look at three main options you have when doing data migration with Trujay.
- Self-service Migration
Perform the data migration process on your own with Trujay’s Self-Service Wizard. You export, stage, and import data manually. The main features of this option are:
- Free Sample Migration
- Cost-conscious migration
- Quick turnaround
2. Guided Self-Service
If you’re not sure how to proceed using the Self-Service tool, get a Guided Service and we’ll do the entire project for you. Visit our Guided Self-Service Migration and get in touch with our experts at email@example.com. Characteristics:
- Feel like the Self-Service tool is right for you, but you don’t have the time to do it yourself
- 5 hours of expert support
- Less time-consuming
- Personal account manager
3. Custom Migration
Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process. This service caters to those who have a lot of complex data. Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features:
- Higher cost
- Almost no limitations
- Very low involvement
- Little to no time consumed
What’s so special about HubSpot anyway?
HubSpot vs Salesforce
HubSpot CRM is a perfect solution for businesses that just want an easy setup. HubSpot has many advantages, one of which is the most essential to people: it’s free!
HubSpot’s functions are also good for all-sized companies. Improve your professional skills with free online courses from HubSpot Academy.
Salesforce is ideal for all-sized companies. It customizes its features depending on the customer’s company size and needs. Salesforce offers a lot of features and helps users understand how to use them all through Salesforce Trailhead Academy.
According to the Salesforce-HubSpot comparison on SoftwareAdvice.com, Capterra, and HubSpot vs Salesforce G2Crowd, HubSpot CRM is estimated at 4.4/5., and Salesforce gets an average customer satisfaction score of 4.07/5.
- User-friendly interface and innovative design
This fully free platform offers a variety of features to make usage easy and effective. Automated tasks and customizable data allow you to concentrate on how to use the CRM framework to improve your sales rather than learn.
- Website integration
This feature enables you to get updates when a lead visits your site. This can be very helpful as you can see, for example, the places that your lead has seen, know what they need, and immediately sell it to them.
- Track communications
The recording and tracking of communications with potential customers can be a bit of a headache for any sales representative. However, the HubSpot CRM system manages this very well by allowing you to send the email immediately from the website to customers, documenting correspondence instantly in the lead communication log — there is even a feature that enables you to monitor your phone calls.
- Real-time updates
The CRM’s real-time notification sync every 10 minutes, ensuring salespeople get the most up-to-date offers. They should also be confident in reaching out to leads with the most reliable and accurate hands-on knowledge.
Here’s what you need to do before you start:
- Delete any unnecessary data from your current CRM
- You should know how the platform operates because HubSpot is free
- Create your backup plan
Ready to go?
Follow these 5 simple steps to complete a smooth and efficient data migration:
Step 1: Visit Trujay’s Self-Service Wizard for a free sample migration to HubSpot from Salesforce.
Phase 2: Pick your current CRM and future CRM by filling in all necessary credentials
Step 3: You can then choose objects you want to move to, or you can adjust the mapping fields on your own. Click on the ‘Mapping Fields ‘ button. Select ‘ Free sample migration’ if everything is right.
Step 4: When the Sample Migration from Salesforce to HubSpot is finished, you may evaluate the results. If you’re satisfied, choose an insurance plan and start a full migration.
Step 5: In case something goes wrong and you want to change migration options, click the “Change fields mapping” button. You can re-run your free sample migration and change mapping fields as many times as you at no cost.
After migration, make sure:
- Records are in their correct placements
- Field relations are properly restored
- Filters are modified for reporting
- Workflow rules are created and personalized
- And don’t forget to tell the team!
Now you’ll learn more about Salesforce to HubSpot data migration. You have a chance to increase productivity and build a long-term, healthy business relationship with your clients.
You can read a longer article here.
Start your free sample migration immediately, or get an estimate for your project.