Resonate Growth Agency:
HubSpot Diamond Partner
HUBSPOT MIGRATION
from Marketo, Salesforce, Pipedrive, Zoho, Bitrix24 and others
CRM Data Migration
Data migration starts with analysis of your data (objects, properties) in your old system and do the mapping with HubSpot standard objects and properties and custom objects and properties.
Migration starts with assessment of your data (objects, fields/properties) and do the mapping HubSpot standard objects and properties and custom objects and properties. Migrating incomplete and outdated data might lead to a bad user experience and might make the system unusable.
- After assessment we choose best technical solution for the migration (standard data connectors, files, custom solution using APIs).
- Data clean up and preparation
- Data migration
- Quality assurance
Best practices for data migration
Prepare a data scheme. Keeping connection between objects (deals/opportunities, leads, contacts, accounts/companies, campaigns, custom objects etc.) is important as it is very easy to break some of the connections/associations between objects during migration.
Using automated data migration tools (start with checking if there’s HubSpot Standard Data Connector for data sync with your current system).
Audit your old system for inactive and unengaged contacts, outdated records, duplicates.
Back up your data. Keep a separate list of previously bounced and unsubscribed contacts.
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"They took time to study our business needs and configure HubSpot so that make best use of it... and also gave us valuable advices how to improve our sales and marketing to the best industry standards."
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"They put together our growth strategy, getting social ads and email marketing to the next level, implementing Hubspot and helped us generate 100K+ leads in just few months."