When we do migration for a customer our process looks almost the same for every CRM system. We have done this for Sugar CRM, SuperOffice and lots more. It’s a straight forward process that takes 3 weeks.
- Start-up call to ensure everybody is on the same page and that we get all the access to HubSpot, Old CRM system etc.
- Getting a test file from your old CRM
- Data mapping between fields in your old CRM and HubSpot
- First test migration done by us
- Client checks test migration and accept migration or send changes to Doidea
- Doidea change the migration
- Doidea does new test migration
- Client accepts test migration
- Doidea migrate data
- Client accepts migration
This are the simple steps we do and after that you are up and running in HubSpot CRM.