Digital Marketing Blog | Struto

Choosing a Trusted Guide for a Seamless Migration to HubSpot CRM

Written by Estee Hall | 15 Jul 2024

Are you feeling overwhelmed by the thought of moving your customer data to a new CRM system like HubSpot?

Migrating data can be a daunting task, riddled with concerns about accuracy, security, cost implications, including the nightmare of downtime. In this article, we discuss the various paths to data migration, and offer advice from our HubSpot data migration experts, on why choosing a solutions partner brings peace of mind by ensuring a successful data migration.

 

Finding the Right Path for Your HubSpot Data Migration

Firstly, it is good to know what your options are when it comes to moving your data. In this article, you can dive deeper into choosing the right method for your data migration.

  1. Manual Migration
  2. Custom-Built Connectors
  3. Marketplace Connectors

Migrating data to a robust system like HubSpot can be daunting, but understanding your options and following our tried and tested best practices, can make it far more manageable (and less stressful). 

What's the best method to migrate data to HubSpot?

There's no one-size-fits-all solution. The best method depends on your specific needs:

  • Data size/ complexity
  • Resources (budget, time)
  • Technical expertise

You might choose manual migration for its cost-effectiveness (we only recommend this for small-scale migrations), custom-built middleware for its versatility, or marketplace connectors for flexible, ongoing integrations (both of which will require technical expertise). Each method has its pros and cons, influenced by your business needs, data complexity, and resources. By exploring these paths, you can ensure a smooth and efficient HubSpot data migration tailored to your specific requirements. Read our blog about choosing the right data migration method to shed more light on these data migration options. 

An important factor to consider when planning a data migration to HubSpot is choosing the right tools and the right migration partner to assist with the technical aspects of the migration. Read on to learn more about how to find a trusted migrations partner. 


Choosing a Data Migrations Partner

Migrating data to HubSpot isn't just a technical task; it's an investment in your business's future. The right approach unlocks smoother workflows, increased productivity, data-driven decisions and ultimately, better customer relationships through consistent, delightful experiences.

Often, choosing a trusted solutions partner to assist you with this process is advisable. The right partner will help you to choose the best migration path that aligns with your needs, resources, and goals to ensure a successful migration that fuels your growth underpinned by your powerful HubSpot CRM tool.

What to Look for in a HubSpot Data Migrations Partner 

Tailored Approach:

Find a partner who doesn't offer a one-size-fits-all solution. Ensure that they work with you to understand your specific needs and create a customised migration plan. This ensures that all your essential data, from contacts and leads to sales history and marketing campaigns, is transferred accurately and efficiently. 

Data Integrity:

Data accuracy is paramount. Ensure meticulous planning and data mapping processes are in place to guarantee that your information remains consistent throughout the migration. To ensure accuracy, methods should include a sample migration to test the data compatibility before embarking on the full migration. This allows you to iron out any compatibility issues between your old and new systems, therefore minimising the risk of errors. 

Security Focus:

Security is a top priority! Ensure that your migrations partner uses secure data transfer protocols to safeguard your sensitive customer information during the migration process.

Expertise with HubSpot: 

Choose a partner with in-depth knowledge and a wealth of experience when it comes to HubSpot and its data structure. 

This should ensure that they have the best solutions for seamless integration of your migrated data into your new CRM system. 

Focus on Efficiency:

There's inherent risk in transferring data, no matter what system you're leaving behind. Data loss or disruptions to your daily operations could occur, therefore, work with your solutions partner and make it your priority to minimise these risks to ensure a seamless switch between platforms.

Struto offers a custom-built solution for migrating your data to HubSpot CRM. We have tried and tested methods applied by a team of experts with a wealth of experience in a multitude of industries. We understand the complexities involved and are dedicated to ensuring a smooth and secure transition. Our integration tool, CORE, provides a robust and secure connection that can integrate HubSpot with pretty much anything.

Benefits of Choosing Struto as Your Solutions Partner

By choosing Struto CORE for your HubSpot CRM data migration, you'll reap several benefits:

  1. Improved Data-Driven Decisions:

    With accurate and centralised data, you gain valuable insights to make informed business decisions.

  2. Enhanced Sales & Marketing Effectiveness:
    A well-organised CRM empowers your sales and marketing teams to better manage customer relationships and nurture leads.

  3. Increased Efficiency:
    Streamlined data eliminates the need to manage multiple systems, saving you time and resources.

  4. Peace of Mind:
    Struto's expertise and proven track record ensure a stress-free migration process, allowing you to focus on what matters most - growing your business.

Next Steps

Migrating to HubSpot CRM can be a game-changer for your business. Struto's data migration services provide a secure, efficient, and customised solution to ensure a smooth transition. Our tailored approach ensures that your business size, data complexity, and resources are matched with the best migration path, making the transition to HubSpot seamless and efficient.

Head over to the case study section in our resource centre to hear what our clients say about their data migration journey and overall experience with us.

Are you ready to take the next step on your data migration journey? Contact us for a chat about your needs and where to get started on your journey to a more data-driven future.