Lately, the migration from Highrise to HubSpot CRM has been drawing a lot of attention.
On August 20, 2018, Highrise announced they're no longer accepting new signups.
HubSpot not only takes new signups but continues to evolve it's completely free and easy to use interface.
When you decide to move records from Highrise to HubSpot CRM, it is suggested to find the right transfer tool to perform the switch. In this case, you can take advantage of Trujay and benefit from valuable functionality:
You can automatically download full sales activity history from the existing CRM and import it into HubSpot. We can export from a variety of CRM tools. Trujay for HubSpot is an online CRM data migration service. It automates HubSpot data import from other CRMs, such as Zoho, Sugar, Highrise, and Pipedrive.
Step 2.
Once sample results are generated, check out the results. If you’re happy with them, choose an insurance plan and continue migrating the rest of your data.
Step 3.
What if I want to make changes?
Click “change fields mapping” to map your own fields. You can check which fields you want and match them with their modules. For more advanced options, click on the pencil icon.
By the way, you can re-run the sample as many times as you want at no charge.
Trujay will transfer all your data without any hassles and business interruptions so you will be able to get to work right away as well as implement your post-migration actions.
In case you’ve reviewed our self-service tool, but you don’t want to use the self-service tool on your own, we have your back.
Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, visit our Guided Self-Service Migration and get in touch with our experts at sales@trujay.com. Characteristics:
Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process.
Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features:
You can find the difference between Self-Service Migration and Custom Migration here and more useful information in our blog.
Custom migration offers these following packages.
Provide Ongoing Training for New CRM Features & Processes
When new CRM features are introduced, it is important to make sure the team is up to date. Without constant planning, the team would not be able to complete tasks with new CRM functionality that could lead to delays and failures. CRM functions' effort to simplify processes would have been redundant simply because no one knows how to use them.
Estimate Your CRM’s Features
Estimate the implementation of your platform 2-3 months after the start of the CRM.
Is that everything you expected? Are you satisfied with your layouts?
Many vendors allow users to make small changes to the system in the first few months of use.
It is recommended that the CRM be re-estimated after one year of use. There might be some new fields that you'd like to add. Or there are some features that weren't needed at the beginning, but now it would be a good thing to have.
Test your HubSpot CRM
Even if you have gone through the migration process smoothly and error-free, you also need to conduct a post-migration audit. Take the time to look for potential problems in your new CRM. Make sure the required data was migrated and the dashboard is working correctly.
Technological advances are happening every day, around the clock. Keep up with the times. If you wanted to move to Highrise but can't sign up, or you're already a member and you'd like to try out a new CRM, start with our free sample migration to make sure Trujay is the right fit. You can also get a quote or reach out directly. Our team of experts will get back to you straight away.
That explains the migration process
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