Build the machine that powers your machine.
01 Map out the structure of existing CRM instance
Whether you're coming from Salesforce, Dynamics, an industry specific tool, or moving off of spreadsheets we like to have a plan before we start building. Before beginning any work it’s best to start with an understanding of the current setup of your data. A simple map of the objects being used, the relationships between them, and the automations affecting them will help make the transition to a new system flawless.
02 Translate your data to work within HubSpot
Once we have the data structure within Salesforce or your existing CRM we can map those over into the new system. We’ll map out the part of your data that translates seamlessly, and provide guidance on how and where things might change in the new system, or where you can best take advantage of HubSpot’s native sales tools.
03 Migrate your fields
Set up the HubSpot <> Salesforce sync or leverage an operations hub data sync connector to automatically bring over your existing fields. We often turn off the data sync after the initial batch to prevent data from coming over, but your fields and their associated mappings will sync automatically to build your schema.
04 Create operational workflows in HubSpot
We’ll help you configure your business processes using HubSpot workflows to automate routine tasks, notifications, and field/record updates. We will also set up the “rep console” at this phase so you can see how your team will use the tool on a daily basis and start testing different operational flows.
05 Import your data
Whether we can import data using HubSpot's importing wizard, a 3rd party tool, or need to do an API injection we can ensure everything comes across and all of the associations remain intact so your data is prepped to empower your team.
06 User Acceptance Testing
This step ensures that the end users understand how HubSpot is set up and also provides an opportunity to get additional feedback from people actually using it. Some tweaks are often necessary at this point, as often user opinion doesn’t match how they actually work. We can take this phase and apply hotfixes or changes to ensure your users are ready to go on launch.
07 Beta goes live
Starting with a small set of users is best when making a large transition such as the migration from Salesforce or Dynamics into HubSpot. It provides the perfect balance between getting started and product in hand while leaving room to make adjustments on the fly with a small and adaptive team.
08 Full team goes live and training
Once our beta users have signed off on the deployment we will get training for your team, your managers, and any operational resources that will maintain the system post launch set up. We will be available during the launch phase for support, and can either transition the system to your team or provide ongoing support.
09 Ongoing Iteration/Refinement
No CRM should be static. We believe that continual refinement is necessary as your business grows and changes. We are happy to partner with you to continue to improve your system or help you onboard or train your internal staff to take on the lift long term. We will never hold you hostage or leave you high and dry.