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Successful data migration with HubSpot CRM
Keeping data clean is essential to building healthy growth. Whatever system you use, we help companies migrate their teams and data to HubSpot CRM.
OUR APPROACH
Guaranteeing reliable data for your business
Customize HubSpot CRM to your business challenges
A CRM is not an off-the-shelf tool. Its use must correspond to the specificities of its market, the company's growth phase and sales objectives. HubSpot is based on four standard objects: contacts, companies, transactions and tickets. Each object groups together different types of data. We customize the information architecture to meet your business challenges.
Data that can be used and fed back automatically
The beauty of the HubSpot CRM platform lies in the power of its marketing and sales automation tools. They enable key information to be fed back and the behavioral actions of prospects to be tracked. In order to enjoy its full potential, migrating the company's historical data is strategic. We guarantee the quality of this mission.
Centralize data and internal teams
A CRM serves to align efforts between marketing, sales and customer relations departments. The tool serves to enhance the effectiveness of in-house talent. The challenge of migrating data to HubSpot CRM is to ensure this transversality. By importing useful information with the rigor and availability your company deserves.
PROCESS
Successfully switch your business to HubSpot CRM
A corporate entity that survives the ages must leave a competitive legacy for future generations of talent. Such a legacy is only possible if it is nurtured. We can help you achieve this vision.
01.
Data quality audit and file cleansing
A company can be equipped with the most powerful CRM in the world, but if its internal teams don't use it, or use it badly, it's as if it had none at all. Data quality is the key to tomorrow's marketing and sales success. We quantify the usability of information and clean it up accordingly.
02.
Tailor-made configuration of HubSpot CRM and sales tunnel
We use standard HubSpot CRM objects: contacts, companies, transactions and tickets. When your company needs an object specific to its business, we define a custom object. Then we create properties in association with it, the other objects and the sales tunnel.
03.
Importing data and historical data
Once the files have been completely cleaned and the HubSpot CRM is ready to receive the data, we carry out the imports. We make it a point of honor to ensure that the information is complete and that the historical data is accessible. Every user needs to find his or her way around, to make daily life easier.
04.
Segmentation and configuration of static and smart lists
Once the data has been imported into the CRM, it's time to start using it. We segment your various databases to anticipate automation and email marketing actions, using static and dynamic lists. At this stage, your ambitions are clear: to generate conversions and revenues.
Ensure useful data for marketing and sales actions
Save time on data entry, centralize information and manage your business. These are just some of the benefits of using a CRM system. Let's start making your internal teams' daily lives easier today.
Contact a CRM migration expertDEFINITION
What is CRM data migration?
It's a transfer of information to a chosen CRM. Including different types of file formats, databases and storage systems.
Ensure the usability of your company's data
Changing CRM is a strategic and important moment in a company's life. The aggregation of data must ensure a rapid return on investment and a subsequent increase in revenues. Its success depends on data cleansing after transfer, and the ability to involve internal users in the proper use of the new tool.
The benefits of a successful CRM data migration
Since data and internal services are centralized, this project puts an end to the disparities between the systems used. There's no longer any need to connect to several different programs every day, everything becomes intuitive and consistent. This collective adoption of CRM improves data visibility. Marketing is at the service of sales, who in turn collaborate directly with the after-sales service. And vice versa. This alignment accelerates company growth.
Our approach
Results and that's it
We test, we iterate and we're constantly on the lookout. To exceed your B2B growth targets, there's no magic formula, just method, challenge and know-how.
Contact our experts