HubSpot migration is a crucial step if you want to leverage this platform’s full potential. Getting this process right matters a lot if you want to experience the transformative benefits that HubSpot can bring to your marketing, sales, and customer service operations.
However, the reality of HubSpot migration is that it can be messy and confusing, often lasting longer than expected. Surprisingly, the errors that delay this process are easily avoidable, with migration services. That said, here are the dos and don’ts that will guide you to success:
Dos
When using HubSpot migration services:
Understand HubSpot’s Import Tool
This is one of the most essential factors for success when using HubSpot migration services. While the HubSpot migration services provider you choose should handle everything related to the data migration process, understanding how the tool works is useful even in determining whether the provider is doing it right.
Alternatively, you can simply look for a reputable HubSpot migration services provider like RevPartners so you don’t have to worry about anything. They will handle every part of the process, including the migration of custom objects and let you focus on your core business operations.
Take Your Time When Choosing a Provider
Utilising the services of a migration provider is a good idea, but you have to keep in mind that no two are the same. So, avoid rushing your selection process and take all the time you need to ensure you’re getting the best provider on the list. Consider checking user ratings and reviews from online community platforms to guide you in the right direction.
You may have to consult with the provider or check their website to see whether they offer the service you are interested in. Also, check testimonials and ask for a few former clients’ contacts just so you know what their experience was like. Bear in mind, however, that not all clients the migration services provider has served want to be contacted, so it’s possible the provider won’t have any contacts for you.
Have Clear Objectives and Goals
HubSpot migration experts can only offer the best service if they understand clearly what you are looking for. That’s why you should outline your objectives clearly before starting the migration process. Some of the most common goals are to streamline customer service, enhance lead management, and optimise marketing automation.
Having well-defined goals will go a long way towards guiding both your internal team and the migration experts. That’s in consideration that you may need a tailored setup with custom integrations and other additions to suit your long-term goals.
Plan for Minimal Downtime
Whether your business relies heavily on uninterrupted CRM access or not, it’s important to minimise downtime as much as you can. Ask the migration service provider to assist in scheduling the migrations during off-peak hours or switch to a phased approach so you won’t have disruptions. Migration experts also come in handy in planning contingencies to ensure business continuity.
Don’ts
Avoid doing the following when using HubSpot migration services:
Rushing the Process
This is one of the worst mistakes you can commit during a data migration. Rushing the migration process typically has nasty repercussions such as data loss, extended downtime, and system errors. That’s why you should allow ample time for testing throughout different migration phases.
A migration expert will help you establish realistic timelines based on how complex your data is and other needs.
Skipping Testing and Validation
It’s not uncommon for business owners to want to skip some steps to have their new CRM up and running as soon as possible. If it ever gets to this, don’t get tempted to skip the testing and validation processes. These two steps are, in most cases, the only chance you have to ensure your data is accurate, complete, and functional within Hubspot.
That’s why running tests on data integrity, workflow automation, and integrations with third-party tools is highly recommended. That way, you can reduce issues that may disrupt business operations later on.
Overlooking Post-Migration Support
Completing the migration process doesn’t mean everything will run automatically going forward. Your team may still encounter unexpected issues, which is why you need post-migration support.
In most cases, a reputable migration expert will offer post-migration support to help you troubleshoot issues, make minor adjustments as your team adjusts to the new system, and address user questions. That makes it easier to maintain momentum and assures you that your team will utilize HubSpot effectively from the outset.
Sail Through HubSpot Migration With RevPartners
Partnering with HubSpot migration experts is crucial to simplifying the complex process of transitioning data, integrations, and workflows into HubSpot. The dos and don’ts mentioned above should point you in the right direction regarding using HubSpot migration services.
Not sure which direction to look in? Start at revpartners.io, as they more than likely have exactly what you’re looking for and more. With a highly experienced team and all the solutions you need to make HubSpot work for you, there’s no such thing as going wrong with RevPartners!
