Making The Switch To HubSpot – Let Hyper Warp Speed Lead You
August 16, 2022
In 2022, it is difficult to thrive in the market without a robust CRM solution. Conventional practices are no longer relevant in handling your customer records. If you are willing to provide personalized services to your customers and track their buying journeys, you need to implement a suitable CRM platform within your organization.
HubSpot allows you to record, store, track, and analyze your business records with advanced and automated tools. The modern CRM platform allows you to streamline your marketing, sales, and customer service processes to stand out from the clutter and make no compromises while tending to your contacts.
If you are still on a legacy platform for managing your customer records, it is highly advisable to make the switch to HubSpot. With automated tools and seamless functionality, HubSpot allows you to achieve your goals while building healthy relationships with your customers. From nurturing leads and creating multi-channel marketing campaigns to providing personalized customer support, the CRM platform helps you leverage your business processes to generate the desired ROI.
However, making the switch to HubSpot is not as easy as it seems. Several factors need consideration before you leave your existing CRM solution and migrate to HubSpot. Hyper Warp Speed helps you make the much-needed shift with the utmost efficiency and ease. Our HubSpot experts guide you every step of the way in transferring your data and business logic to a new CRM solution without facing any hassles.
Being certified HubSpot partners, we understand the platform to its fullest and would help you implement the same according to the customers you are targeting, the objectives you want to achieve, the tools you want to use, and the processes you want to streamline.
Steps Involved In Switching To HubSpot
While we provide all our services at a “hyper warp speed”, we make sure to follow a systematic approach in helping you migrate. Here are the major steps involves in switching to HubSpot:
Planning The Shift
Everything starts with charting out an extensive migration plan. As soon as we come on board, our experts would help you create an orderly plan that would guide you throughout the process. Having an extensive plan at hand would prevent you from losing your valuable data and eliminate the risks involved in making the shift.
Moreover, creating a HubSpot migration plan would provide you with a blueprint of the entire process. According to your requirements and preferences, we would help you create a project timeline with the milestones to be achieved along the way. This organizes the entire process and lets you know exactly how the migration would take place. Rest assured that our HubSpot experts would help you at every stage.
Cleaning Up Your Data
Once your migration plan is in place, we would help you clean up your CRM data. Bringing data with duplicate and unwanted records to HubSpot is never a good idea. Our experts help you clean up all the records you have stored in your CSV files and structure the data that is being migrated to HubSpot.
While cleaning up your data, you will need to get rid of duplicate records, cold leads, and records that are no longer relevant for your business. This will increase the efficiency and accuracy of the business processes carried out by your team once your records have been migrated to HubSpot.
Our HubSpot experts would also help you conduct a quality check of your data before it is migrated. Here are some of the major issues we would help you identify and fix:
- Typos while recording phone numbers and email addresses
- Incorrect spellings of company domain names, company names, or email addresses
- Duplicate contact information where the same information is present in multiple records
Updating Your Marketing And Sales Pipelines
Once your data is cleaned, we can now move on to updating your marketing and sales pipelines. These pipelines help your sales and marketing reps to interact with your prospects/customers and carry out their processes. From qualifying the captured leads to keeping track of the actions of your customers, these automated pipelines are highly valued by marketing and sales professionals.
While HubSpot provides you with a range of different tools for adding, tracking, and managing your customer records, failing to update your marketing and sales pipelines would mean starting everything from scratch.
We would start by helping your marketing and sales professionals update the lifecycle stages of your contacts. This would involve setting each of your contacts as a Sales Qualified Lead, Marketing Qualified Lead, Subscriber, Lead, Opportunity, or a Customer. Segregating your records would make it easy for future HubSpot users to manage your data effectively and obtain the desired results.
HubSpot also helps you track the progress of each of your sales deals. To help you make the most of this feature, our HubSpot experts would document where your Opportunities and Sales Qualified Leads stand before their contact information is updated. We would also help you remove the opportunities that are no longer active and are not likely to convert into customers.
Moreover, before we start with the import of your data into HubSpot, we would help you align your sales reps with the deals they are handling. This would make the shift easier for them and they wouldn’t face issues while handling deals on a new CRM platform.
Importing A Few Records
Before taking the plunge, it is important to dip your toe and check the water. While it may seem tempting to import all your records to HubSpot at once, it is never advisable to do so.
To ensure smooth and systematic migration, we help you start slow by importing only a few records to HubSpot. We lead you into the CRM first and help you create the necessary custom fields and properties. Once the custom fields are set, you can start by uploading not more than 50-100 records. This would give you an idea of what the migration would look like.
If there are any issues in adding these records to HubSpot, we would help you resolve them before your entire database has been migrated and it is too late.
Moving All Your Records
Once you have tested the waters, it is time to take the plunge! Once you are satisfied with the migration of a few records, we would help you move all the remaining records to HubSpot. We would help you time the migration well and ensure that none of your time is wasted at the expense of your business. Once the records have been moved successfully, we would help your team members get used to the new CRM solution and make the most of it.
Allow Hyper Warp Speed To lead Your Switch To HubSpot
If you have been planning to make the switch to HubSpot, our team of certified experts would provide you with personalized support every step of the way. Right from planning the migration to moving your records, Hyper Warp Speed ensures that you follow nothing but the best practices and make the migration a success!
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