CRM migration to HubSpot
Your business process in HubSpot
Switching to a new CRM with ease? We make sure you can work in HubSpot overnight without disruption to your daily operations. We import all supplied data correctly into HubSpot and set up the portal to suit your unique business processes.
We actively think along with you and help you make the most of your new portal. We rebuild your email templates, landing pages, ticketing system and pipelines. Could these be more efficient? Then we tackle that right away. This way, we ensure you can start using your new portal immediately.
1. Step or event
Defining and cleaning CRM data
Instead of transferring everything, we determine which data you need and use first. This ensures you start with a clean slate in your new CRM.
1. Step or event
Filling in
What do your current processes look like? Does it provide the insight your employees need or is there room for improvement here? We will set up your new HubSpot environment for the best experience.
1. Step or event
Testing
We intercept any risks. We always test data imports first and import in phases. Step by step, your HubSpot portal fills up with the desired data.
1. Step or event
Transfer
Ready? Set. Go! Your new CRM is filled and ready to use. And even after migration, our HubSpot specialists continue to support you and your teams.
You may ask us anything
Or just stop by to say hi. We are thrilled to think about your challenges.
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