How to migrate from HubSpot to Salesforce: a hassle-free guide

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How to migrate from HubSpot to Salesforce: a hassle-free guide

How to migrate from HubSpot to Salesforce: a hassle-free guide.

 

CRM systems may experience failure in performance after being used for long periods of time. When a system crashes, experiences data loss, or simply doesn’t fit your custom needs, it means it’s time for a change. In this blog post, we’ll take a look at the processes and benefits of migrating from HubSpot to Salesforce.

 

 

Why Salesforce is the right option

 

Both HubSpot and Salesforce are advanced platforms, but how do you know which one is best suited for you? If your business is evolving or you’re running an enterprise, Salesforce is the most effective solution.

 

Salesforce has the ability to work around your custom industry needs and provides a 360° view of your client information. The platform includes quality features that enhance sales and stimulate marketing efforts. Salesforce lets you collaborate on projects and sales opportunities through its main newsfeed and provides a full-blown social network via Salesforce Chatter.

 

According to SoftwareAdvice.com, Capterra, and G2Crowd.com, Salesforce gets an average customer satisfaction score of 4.07/5.

 

At first, Salesforce CRM can be a little bit tricky because of the huge number of offered features. Also, if you are willing to pay for the privilege, you can attend Salesforce University to get a week’s worth of training to get the most out of the software. There is a lot of available customization because Salesforce is a great solution for all types of companies.

 

Salesforce works with some of the best third-party apps, whether you're talking about G Suite, MailChimp or Quickbooks. These integrations operate with the platform seamlessly to permit a smooth transition for your team. Salesforce has an entire system called App Exchange that’s dedicated to the thousands of products and integrations.

 

 

A practical guide for CRM data migration

 

Businesses are always looking for the right tool to transfer CRM records quickly and securely. There are several different ways to do this, so let’s take a look. 

 

1. A DIY Approach

 

If you decide to rewrite the records on your own, here’s how you’ll benefit: 

 

  • You’ll be able to recollect contacts and delete old or useless ones.
  • The relationships between records will be set manually and in the correct order.

 

However, there are major consequences when migrating on your own: 

 

  • The task is time-consuming; you will spend hours or even days transferring data, time that could be spent working on your business. 
  • The process is tedious and easy to mess up, depending on the number of records you have. 
  • If you decide to contract the task out to a freelancer, expect to pay that person a lot of money. 

 

2. Migrate data automatically

 

This kind of data transfer can provide you with the following benefits:

 

  • The information will be migrated as fast as possible
  • You’ll have the time to manage other business operations
  • No room for “human mistakes” during the migration process

 

Trujay’s automated-service migration is the best solution for transferring data from HubSpot to Salesforce. This hands-off process allows the data to be migrated without you lifting a finger; no copying, no pasting, no programming.

 

The best part: Trujay’s migration service is an official Salesforce partner. There is no need to get an API key from Salesforce because we can import your data to any Salesforce edition

 

 

HubSpot to Salesforce step-by-step

 

Step 1. Visit our Wizard to start a one-page sample migration. No registration required. Just log into your current and future CRMs by filling in the required credentials or by clicking the "Connect" button. You’ll receive your results by email.
insightly to salesforce
Step 2. After the sample migration is complete, evaluate the achieved results. If they satisfy you, choose an insurance plan and proceed with the full migration.
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In case something goes wrong or you’d like to set up mapping on your own, click “change options”. Choose data fields to migrate, uncheck unneeded ones, and match users and modules to set up relationships between them.
You can also click on the "Change fields mapping (optional)" button to open advanced mapping options.
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Keep in mind that you can change mapping and re-run the sample migration for free as many times as you need.

 

 

Bottom slice

 

If you have a growing business with specific demands and increasing configurations, the HubSpot to Salesforce migration is your best move. So, don’t wait!

 

Move a part of your actual data from HubSpot to Salesforce by trying out our free Sample Migration. Otherwise, feel free to estimate your migration price. We can’t wait to offer you the best quote.

 

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