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.
Reduce Headaches and Stress
Our team is well-versed in platform migrations and can help reduce the 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.
One-time setup and migration. With a concise design and setup, your marketing and sales platforms will be automatically integrated to help you capture more data in less time.
HubSpot’s CRM and Sales Hub is always working in the background. Sales reps no longer need to waste time manually adding new leads or logging emails and call notes, giving them more time to spend on closing deals.
Built for Sales Reps
Empower your sales reps with a prospect’s behavioral data in a platform that is easy to manage, update, and optimize.
The HubSpot CRM and Sales Hub Implementation Process
Analyze Current Sales Process
Before jumping into 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.
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 process.
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. We will also determine the most efficient way to set up migration processes with your team.
Migrating Data to HubSpot CRM
The time has come to migrate your data into HubSpot.
Structuring Data in HubSpot
Data in HubSpot’s CRM is structured across four categories: companies, contacts, deals, and tasks.
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. They know by being a trusted partner to us, it will help ignite their own business.”