Data migrations to Hubspot
If, on the other hand, your CRM data is too complex to export to a CSV file and you are also faced with the problem that your team does not have experience in this field, here are the steps you should follow with HubSpot
Audit your current CRM system and data
Develop the import strategy
Test migration
Full migration
Audit your current CRM system and data
Inbound professionals or specialists will analyze your current CRM system list of telegram users in lebanon and data, identify which of these data should be migrated, and if necessary, recommend some type of cleanup to optimize the system.
Develop the import strategy
Ask HubSpot partner specialists for help designing the right approach to migrate data. This process will include mapping data to the new business process, establishing the technical approach to data migration (export or direct connection via integration with the tools of your choice), and defining timelines.
Test migration
A test migration will be performed before transferring all data, so that everything can be validated in HubSpot.
Full migration
After completing the three steps above and verifying that you are ready to do so, the migration will be executed so you can start using it in HubSpot.
From this point on, the CRM will be ready to use. Thanks to this new system, you will never have to update reports manually again. You will also be able to observe your sales pipeline in real time and save time by giving your sales team the right tools.
