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Quick, easy and flawless…

HubSpot CRM Migration Service

What is HubSpot
CRM migration?

Our HubSpot CRM migration service ensures a quick, easy, and flawless export of your current data to the HubSpot platform. If you’re moving to HubSpot but have concerns about moving your data with you, then let us put your mind at rest.

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How HubSpot CRM migration will benefit your business?

Migrating your current systems to Hubspot should be simple, but sometimes you need a bit of help getting the ball rolling. Our HubSpot experience and expertise position us perfectly for managing and implementing seamless migrations.

This is no one-size-fits-all migration package. We'll work with your business to design a bespoke CRM migration. Then, we'll move everything you need in the order you need it while keeping the data completely intact. Whether it's simple spreadsheets or vast databases, our migration service will have you up and running with HubSpot in no time.

How can Digital Media Stream help?

Migrating your data from one system to another is possible with our CRM migration services.

CRMs we regularly migrate include:

  • MS Dynamics
  • HubSpot CRM
  • Salesforce
  • Maximiser
  • ActiveCampaign
  • Capsule CRM
  • SugarCRM
  • Batchbook
  • Pipedrive
  • And many more...

Don't see your CRM in the list? Get in touch and let us know how we can help.

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01

Establish which data to migrate

We’ll work with you to understand your current systems, to identify the data that needs migrating, and to lay the groundwork for an effortless migration.

Then we’ll make sure that no data gets left behind: The list of data types that can be migrated to HubSpot is almost endless, as is the list of platforms you can migrate from.You can move contacts, companies, deals, tickets, and custom data from Salesforce, Pipedrive, Zoho, and many others.

If you’ve got non-standard data, we’ve got you covered as well. Through custom migrations, complex data can be mapped and moved with zero disruption.

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02

Prepare and cleanse the data

A successful migration relies on careful planning, but no business should be punished for having disorganised data. If there are gaps in your data organisation, we’ll get it ship-shape before migration. Clean data means it will arrive in HubSpot ready to go.

We’ll also ensure data is structured correctly and that everything is appropriately formatted, to make sure nothing gets lost in migration. This process will also highlight any custom fields that need creating: A vital part of the next step.

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03

Create optimal data mapping

If you’ve got non-standard data, that’s no problem. HubSpot can accept pretty much anything as long as its configured and mapped correctly. Through the use of API endpoints, we can import your custom data into any HubSpot CRM object.

We’ve built custom code to facilitate complex data transfers in previous CRM migration projects, and we’ll tap into this technical expertise to ensure optimal data mapping. We’ll be guided by what you need your data to do, rather than trying to change what it is.

Then, once data mapping is configured and optimised, we’ll schedule the migration to take place at a time that works for you.

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04

Verify successful migration

Once everything’s ready, we’ll work with you to confirm that the migration was a success. Imported data will be tested and cross-referenced with source data to ensure it’s correct and functional. Then, we’ll hand you the keys to your shiny new HubSpot CRM.

With the transition complete, your business is perfectly positioned to leverage the migrated data. Your contact, company, deal, and ticket data will be there waiting for you, alongside any other data your business relies on, in perfect condition.

Why Digital Media Stream?

We are inbound marketing experts, and our HubSpot Platinum Partner credentials are a testament to our expertise. We’ve delivered success to a proud portfolio of clients, across a variety of sectors and campaign budgets.

We know that data is vital for any business, and we understand that fear of disruption can often hold you back. Our expertise positions us perfectly to manage the migration from your existing system to HubSpot.

Our motivation is simple: To provide the best inbound marketing services in Manchester. We look forward to delivering success in your business.

 

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Request a Quotation

Request a quotation and we can help you find the service that will get you up and running with the HubSpot suite.