Strategy & Planning
Our migration begins with a detailed assessment of your legacy system's architecture, aligning it with the HubSpot schema to optimize features. We meticulously define objects, properties, and field mapping to prepare for a smooth transition. Our team then crafts a strategic plan, outlining the timeline for data migration and integration of new sources, marketing assets, and custom solutions tailored to your specific requirements.
Execution
Following the strategic plan, our data team will refine, clean up, and de-duplicate your data to align with HubSpot’s import requirements. We’ll develop custom objects, fields, and properties as necessary, ensuring your setup is tailored to your needs. Our final steps include migrating all data points, establishing necessary associations, and seamlessly integrating all marketing assets and automation within HubSpot.
QA and Testing
Our team conducts a thorough Quality Assurance (QA) check on all migrated data, including object data and activities, to verify the accuracy of information and mapping. The QA team also tests all emails across different email clients, and ensures landing pages and web pages function correctly on various browsers. Additionally, we meticulously test workflows and automations in a controlled environment to confirm their reliability before deployment.
Deployment & Monitoring
Once testing and QA are complete, our team proceeds to deploy the system. We activate the workflows and marketing assets, ensuring everything is live and functional from the cut-off date. We also guide your team through the onboarding process to seamlessly transition to using HubSpot. After deployment, we closely monitor key performance indicators in comparison with historical data over the following weeks, ensuring the migration’s success and resolving any discrepancies promptly.
Most Popular Hubspot Integrations
Embarking on a systems migration has been transforming for EnergyBroker. Diogo, Jose and the team at Findmore Solutions were determined and persistent in understanding our business and what we needed help with the most. They have a brilliant understanding of how HubSpot can work to improve our business needs.
Working with Findmore was a breathe of fresh air from start to finish. Despite us having a number of technical integation issues that were out of our control (caused by previous systems and accounts package), the team at Findmore were persitent, patient and thorough.
Working with Findmore on implementing our new CRM (HubSpot) has been fantastic. They managed the transfer of our data from our previous CRM, Gold-Vision, moving all of our previous reporting and data across to the new CRM, including suggestions on improved ways of working in the new CRM.
Let’s design a migration plan tailored just for you.
Our team is here to guide you every step of the way, from initial assessment to full deployment and beyond. Start your seamless HubSpot journey with us now—contact us to schedule your personalized consultation.