HUBSPOT CRM MIGRATION

Exploring ways to migrate over to HubSpot’s sales solutions? We can help make that happen. HubSpot’s new CRM and Sales Hub offers multiple sales plans with varying features depending on your company’s specific sales goals.

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Reduce Headaches and Stress

Our team is well-versed in platform migrations and can help reduce the headache and stress of switching to a new CRM. We’re committed to providing seamless transitions that assist you in increasing sales and decreasing costs to drive profitability.

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Thorough

One time setup and migration. With a concise design and set up, your marketing and sales platforms will be automatically integrated to help you capture more data in less time.
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Increased Productivity

HubSpot’s CRM and Sales Hub is always working in the background. Sales reps no longer need to waste time manually adding new leads, logging emails and call notes. Sales reps will have more time to spend on closing deals.

Built for Sales Reps

Empower your sales reps with prospects’ behavioral data in a platform that is easy to manage, update and optimize.

The HubSpot CRM and Sales Hub Implementation Process

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Analyze Current Sales Process

Before jumping into the migration, we’ll want to review your current sales processes and recommend improvements. This includes reviewing your pipeline management, sales qualification, lead handoff and gaining an understanding of how to prepare your teams for success.

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Sales Assets Audit

We will analyze your current sales assets and identify opportunities for improvement. This audit will help us determine the best approach to our migration, so we can ensure all of your information transfers accurately in the migration.
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Preparing for Data Migration

To prepare for data migration, we will analyze and clean the data housed in your legacy sales platform. We will also define and create any required custom properties, which ensure a seamless data migration to HubSpot. With your team, we will determine the most efficient way to set up migration processes.
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Migrating Data to HubSpot CRM

The time has come to migrate your data into HubSpot.
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Structuring Data in HubSpot

Data in HubSpot’s CRM is structured across four categories: companies, contacts, deals and tasks.
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Setting Up Sales Processes

We can now take all of the information we reviewed in the first step of this process to create the necessary sales process and reports in HubSpot. Our goal is to migrate, structure and streamline your new CRM so your sales team can get back to closing deals.

What Our Customers Have to Say

Don’t just take our word for it, see what our customers have to say.

“digitalJ2’s most significant selling point is that they care about our growth just as much as their own growth and they know by being a trusted partner to us, it will help ignite their own business.”

Constantino Lannes

President, SENNEBOGEN LLC

Ready to Transform Your Current Marketing & Sales Teams?

Request a free assessment and get started today.