How To Make That All-Important Migration From Salesforce to HubSpot

How To Make That All-Important Migration From Salesforce to HubSpot

Making the shift from Salesforce to HubSpot can be a daunting prospect, but with some preparation and planning it’s possible to make a successful transition. Here are some steps you should take when considering migrating from SalesForce to HubSpot:

  1. Assess your needs. Before making the switch, consider what features you need and how they are currently supported by SalesForce. Understand why you're switching platforms and determine if HubSpot is the best option for your business.
  2. Calculate cost implications. Take into account the cost of software licenses, monthly fees, support services and other costs associated with running HubSpot before making the decision to switch platforms.
  3. Create a migration plan. Develop a comprehensive plan for data migration that outlines key tasks and timelines in order to keep your team on track during this process.
  4. Prepare for training costs. Consider any additional costs such as training or consulting that may be needed to ensure your team is up-to-speed on the new platform's features and functions before launch.
By taking these steps and assessing all the relevant factors, businesses will have a better understanding of whether moving from SalesForce to HubSpot is their best option for success going forward!