Hiring a professional migration service for your business is vital, but how do you choose the best one? Here are nine important tips to help you choose a good migration service:
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Migrating From Another CRM
If you’re thinking about making the switch from another CRM to Hubspot, you’ll need to consider the data migration process. Often, companies are worried that moving their contacts from one CRM to another will result in losing data. But that’s not the case – you can use HubSpot’s migration services to get the data moved safely and securely.
1. Contacts Management
The first step in transferring your data is to export your data from the previous CRM to a spreadsheet. It is important to treat your contacts as if they’re the most vital thing you’ll have to transfer.
Then, in HubSpot, you can import contacts and assign them to the appropriate person. After you’ve exported your data, you’ll need to cross-check it for errors and issues.
2. Manage your Data on Spreadsheet
In order to migrate your contacts from one CRM to another, you need to export them to a spreadsheet. You can export your contact data to a new spreadsheet, making sure to include column headers for first name and last name.
3. Migrating From an Email System
When transferring from one email system to another, there are several steps you should take to ensure a smooth transition. First, determine which users need to migrate, and which ones aren’t. Make sure you know which type of licenses your current system requires and what permissions each one has.
If your organization uses single sign-on, consider what the impact might be on the licenses and other aspects of the other side of the migration. Second, know how many types of email accounts you need to transfer. Generally, email migration involves emails, calendars, tasks, and contacts, while POP and IMAP will transfer only emails.
4. Get a Sales Team
Third, you’ll need help from your sales team. Because of the sales-centric nature of HubSpot, it’s important to support your team. For example, if you’re a small business, you’ll probably need CRM tools for your sales team, and the CRM is integrated into the program. Your company’s data is vital and must be protected and cleaned up to prevent loss.
5. Migrating from WordPress to HubSpot
There are a number of reasons to migrate from WordPress to HubSpot. Both platforms have different strengths and weaknesses, so making the right choice is crucial. For example, WordPress can provide many features, but HubSpot is far more comprehensive. Moreover, HubSpot also integrates with the major marketing automation tools.
By contrast, WordPress users must piece together multiple tools to get the same features. For example, WordPress users may have problems tracking conversions with a plug-in called Gravity Forms.
6. Import Content and Blogs as Well
Before you migrate your website, you must import your content and images. To do this, visit the Settings section of your HubSpot account. You will see the HubSpot blog importer in the settings section.
Once you’ve imported your content, you’ll see a list of blog posts and their respective values. After that, you can choose the ones you want to migrate. You’ll also need to change the URL for each blog post to make it easy for search engines to follow the content.
7. Handling Sample Data Before Migration
Before beginning the migration, you should prepare for the move by checking the data that you’ll be migrating. To do this, you should first set up all of your team members in HubSpot. Make sure that everyone has the correct permissions to edit and add information. Choose a CSV import tool that allows you to preview data before importing it into a system.
Before you begin the process of moving from one CRM to another, you should create a list of custom properties, field types, and other data. This will help you identify objects to migrate and identify the differences between the two systems.
8. Security Concerns
Security concerns are always a common concern when choosing a third-party service provider. While most companies don’t worry about security during the migration process, Hubspot has implemented several tools to protect users from malicious activity.
These tools include a web application firewall and network-level firewalling. It also has a “Bug Bounty” program and crowd-sourced vulnerability testing. While it might not be possible for your organization to protect your data in real-time, you can rest assured that your data will be secure at all times.