Migrating CRMS
Seamlessly Migrating CRMs and Marketing Automation Systems
From Insightly to HubSpot and Marketo to Pardot, we specialize in tailored migrations that enhance operations, save costs, and deliver immediate value with actionable insights and reports.
Description
We provide end-to-end CRM and marketing automation migrations, rebuilding what works in your old system while layering in new functionality. Our process ensures clean data migration, user-friendly enhancements, and cost savings, helping businesses transition smoothly and operate more efficiently.
The Challenge
Migrating from one CRM or marketing automation system to another is a complex process requiring a deep understanding of both the existing and new platforms. Companies often face challenges such as:
- Retaining what’s working in the current system while addressing pain points.
- Managing large-scale data migration without interrupting ongoing operations.
- Adopting new system capabilities without overwhelming users.
- Ensuring immediate value in the new system to justify the effort and costs of migration.
The Solution
We’ve successfully completed migrations across various platforms, including:
- Insightly to HubSpot
- Close.io to Salesforce
- Marketo to HubSpot
- HubSpot to Marketo
- HubSpot to Pardot
- Pardot to HubSpot
Our process starts by meeting companies where they are, understanding their current workflows, data architecture, and key pain points. We map out their existing system, identify what’s working and what needs improvement, and align this with the capabilities of their new platform.
Key steps in our migration process include:
- Data Architecture and Migration:
- Diagramming the current data structure.
- Migrating data while ensuring continuity in the old system until the cutover.
- System Rebuilds and Enhancements:
- Rebuilding features users loved in the old system.
- Gradually layering in new functionality without overwhelming teams.
- Reports and Alerts:
- Creating immediate value in the new system by delivering actionable reports and alerts.
- Managed Services:
- Providing ongoing system maintenance and enhancements to maximize long-term value.
The Results
Our migrations consistently deliver:
- Improved Operations: Clients see enhanced workflows, streamlined processes, and better system performance.
- Cost Benefits: Migrations typically lead to cost savings while leveraging the advanced features of the new platform.
- Data Accuracy and Accessibility: Cleanly migrated data ensures that teams operate with confidence and clarity.
- User Adoption and Success: New reports, alerts, and training ensure teams see immediate value, driving adoption and satisfaction.
From data migration to system rebuilds and ongoing managed services, our approach ensures a smooth transition with measurable improvements.