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How can Impulse Creative help me with migration from SFDC to HubSpot?

Our approach to migrating from Salesforce to HubSpot is a five-step process: discovery, data cleanup, HubSpot configuration, migration execution, and training. Our goal is to ensure a seamless transition to a more user-friendly, all-in-one platform that helps your business grow.

Here's how we typically approach a migration from Salesforce to HubSpot:

  • Discovery and Strategy: First, we'll dive deep into your current Salesforce setup. We audit your data, custom objects, workflows, and automations. This is our chance to understand what you're doing, and more importantly, what's working and what's not.
  • Data Cleanup and Mapping: This is a crucial step! We'll work with you to clean up your Salesforce data, removing duplicates and archiving old records. Then, we meticulously map your Salesforce fields to their new homes in HubSpot to ensure nothing gets lost in the move.
  • HubSpot Configuration: We build out your new HubSpot portal, recreating your sales pipelines, setting up custom properties, and rebuilding your workflows and automations. We make sure everything is in place to support your sales, marketing, and service teams from day one.
  • Migration Execution: With a solid plan in place, we handle the data migration itself. We're very careful to manage this process, ensuring data integrity and minimizing downtime for your teams. We can also help integrate any third-party tools you rely on.
  • Training and Adoption: Once the data is in HubSpot, our work is just beginning! We provide comprehensive training to ensure your team is not just comfortable with the new platform, but excited about the opportunities it provides. We make sure they understand the new workflows and how to leverage HubSpot to its full potential.
Ultimately, our goal is to help you move to a more user-friendly, all-in-one platform that truly works for your team and helps you achieve your business goals. We're here to be your partner every step of the way, and we'll work on a point-based system that ensures our projects are efficient, on time, and on budget.