Migrating from another CRM to HubSpot involves several key steps to ensure a smooth transition.
Firstly, ensure you have everything prepared.
Start by assessing data in your current CRM. Take the time to go through and clean up the data by removing duplicates, update outdated information and organise your records properly. Once done, you can export your data in a CSV or Excel format, making sure to include all necessary fields such as contacts, deals etc in the headers.
Next, set up your HubSpot account.
If you haven’t done so already, set up your HubSpot account and choose the plan that best suits your business needs. Then customise your HubSpot to support your business processes including setting up pipelines, custom properties and any integrations you’ll need.
Now it’s time to import your data.
Use HubSpot’s import tool to map fields from your own CRM to the corresponding fields in HubSpot. This step is crucial to ensure all your data is imported correctly. Once everything is mapped, go ahead and import your data into HubSpot.
Check and test everything to ensure no problems occurred.
After importing, take some time to verify that all the data has been correctly transferred. You can check for accuracy by comparing a sample of records from both systems. Also trial your workflows, automations and integrations in HubSpot to ensure they run correctly with your newly imported data.
Finally get your team onboard using HubSpot!
Provide training sessions for your team to help them get familiar with HubSpot’s interface and features. Keep an eye on how they’re adopting the new system and offer ongoing support to address any issues or questions they might have.
By following these steps you’ll be ensured a smooth transition to HubSpot, and remember you can always access HubSpot academy if you come across any bumps in your journey.
At BBD Boom, we provide CRM migration services so feel free to check them out here.