Salesforce To Hubspot Migration Services

WHAT IS HUBSPOT?

HubSpot is an inbound sales and marketing platform that assists organizations in attracting visitors, converting leads, and closing deals. It brings together grants sales and marketing departments to manage all their activities in one application. It also improves workflows and revenue based on multiple exchange channels. HubSpot has a strong hand in vendor innovative marketing technology solutions. Its prime areas include marketing automationsocial media campaign managementand now it has a stronghold in the Customer Relationship Management (CRM) domain. ThinkTech is certified partner to HubSpot. We at ThinkTech have qualified and certified professionals in Calgary and Edmonton working with HubSpot’s core processes and updates. ThinkTech has already helped 200+ clients globally.

WHY HUBSPOT OVER SALESFORCE

Choosing the right CRM platform is critical to your business. HubSpot and Salesforce are the world’s leading CRM platforms. Both platforms are sales-oriented and come with robust solutions that help you achieve your business goals. Salesforce is older than HubSpot in the market and has different bases on which it was built. The factor which decides between the two is an easy-to-use option, faster processing, faster adoption by clients/customers, etc. So the major points to consider choosing between these two CRM platforms are:

More Features Than Salesforce

Salesforce is a cloud-based CRM platform with sales marketing, service marketing, sales automation tools, reporting tool, deal management, and more. In contrast, HubSpot offers sales marketing, service marketing, content management, sales engagement tool, CPQ tools, conversation tools, and sales analytics tools in addition to all features provided by Salesforce.

Faster to Use and Adopt

Salesforce was built like a mesh, meaning the experience and the connections can differ depending on the products you are using. In contrast, HubSpot was constructed on a one-code base, making it easier and faster for your team to understand and adopt.

Less Staffing and Resources

Salesforce has different applications or tools for every product being traded. It requires expertise in all applications and uses more human resources. But HubSpot is an all-in-one application that allows you to use all the features in one place, requiring no extra staffing.

Cost-Effective

Salesforce charges for each user, and its essential features include paid add-ons. Even a shared inbox for a single user will cost you extra in Salesforce. Conversely, HubSpot offers all features you need in the premium version. You only pay for additional revenue-generating sales seats. Free seats are available for team members who need reporting without any regular sales tools.

MIGRATE FROM SALESFORCE TO HUBSPOT

Each phase of your migration journey comes with a plan. Migration will be handled by ThinkTech’s migration experts, who will work closely with your team or partners throughout the process. 

The complete migration process consists of the following categories and sub-steps:

RECORDS

  • First, differentiate which data (leads, accounts, contacts, etc.) should be migrated to HubSpot.
  • Create new properties in HubSpot. 
  • Use Hubspot’s native salesforce integration to automate the migration. 

INTEGRATIONS

  • Re-evaluate your existing processes and create enhanced strategies in HubSpot.
  • HubSpot has 500+ pre-defined connectors, which helps the business connect its analytical business applications.
  • It offers a vast API library if the business doesn’t have the integration it needs.

AUTOMATION

  • Document automation and take care of the follow-ups. 
  • Optimize the same processes in the new HubSpot environment.
  • Remodel automation in HubSpot’s workflow tool.

REPORTING

  • Check out all reports in the current tool.
  • Determine future reporting needs.
  • Select and modify custom reports that meet your business needs, or you can build these reports if needed.

POST MIGRATION

You’ve transitioned successfully from Salesforce to HubSpot, but your journey is not over yet. ThinkTech will help you excel in your business. ThinkTech’s Standard plan offers additional features like 24/7 Product Support, HubSpot Training, Customized Roadmap and Growth Plan, Annual Health Checkup and Strategy, and Customer Success Manager. In addition to these features, the premium plan has additional features like Ongoing Campaign Strategy and Optimization, Ongoing Technical Strategy, Architecture, and Integration Support.

WHAT YOU CAN EXPECT FROM OUR MIGRATION SERVICES

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