Migration to HubSpot

The Starting Point

The old CRM is holding us back: too complex, too expensive, and underutilized. A switch is on the horizon—and with it come concerns. Will data be lost? Will sales come to a standstill? What will happen to the automations that have been built up over the years? These are valid questions. That’s exactly why, with us, a migration is a planned project with tests, checkpoints, and a clear deadline.

Our Approach

Mapping Before Migration

We translate your data model in a structured way according to HubSpot: objects, fields, pipelines, history. First the plan, then the transfer.

Decluttering During a Move

Duplicates, inactive records, and legacy issues are left behind. You'll start with a database that's better than before.

Dress rehearsal included

A test migration reveals problems before they become issues. The actual migration then goes off without a hitch.

Engage people

Training and go-live support are part of the project. Your team will get off to a smooth start with the new system, right from day one.

Here's what you'll get.

Analysis of the Legacy System: Data Model, Processes, Integrations
Mapping Concept and Migration Roadmap with a Target Date
Test migration with validation by your key users
Production Migration, Including History and Activities
Redesigning Processes and Automation in HubSpot
Training, Go-Live Support, and Hypercare

HubSpot Migration

Here's how it works

Analysis Assess the legacy system and requirements

Result: a migration plan with a clearly defined scope
Mapping Translate the data model and build the target structure

The result: a HubSpot that's right for you
Test Run Test migration with acceptance testing by your team

Result: Quality verified before the deadline
Moving Production Migration and Go-Live

Result: a smooth start without any delays

OUR CUSTOMERS

For those who are interested.

For companies switching from Salesforce, Pipedrive, Dynamics, Zoho, or in-house solutions that have outgrown their original scope.
For anyone whose CRM contract is about to expire and who wants to make the most of this opportunity.

FAQ

Frequently Asked Questions

Will any data be lost during the migration?

Your data will be preserved as long as we capture it during the mapping process. We’ll work with you to determine in advance which data will be transferred. The test migration verifies that all data is complete before the actual migration begins.

How long will sales be suspended?

Sales operations generally don't come to a standstill. We schedule the transition for a weekend or a slow period so that your team can continue working in the new system on the target date.

Are you including the email history?

Yes, including activities, notes, and documents—to the extent that the legacy system can export them. We'll go over the details in the analysis.

How much does a migration cost?

That depends on the data volume, complexity, and integrations. After the analysis, you'll receive a fixed price for the defined scope.

Switch to HubSpot without losing any data or getting frustrated.

Our Approach

Here's what you'll get.

Here's how it works

For those who are interested.

Frequently Asked Questions

Plan your move with professionals.