Why migrate to HubSpot?
The HubSpot Sales Hub Implementation Process
Assessing Your Current
Business Process
Before getting the migration started, we'll learn in-depth about how your current business processes work and how these rely on your current CRM platform. This assessment includes how you qualify your leads and sales, lead handoff process and your business opportunity management, which will let us spot the core pillars we'll work on to set your team for success. Once we know these processes we'll structure a new most efficient and effective version of your processes to boost your company and team's productivity and results with Hubspot's Sales Hub and CRM.
Asset
Audit
By analyzing your current sales and marketing assets, we'll be able to assess the areas of improvement to establish a painless migration to your new CRM platform. This audit will allow us to ensure all your information and important data gets transferred accurately from your old CRM or excel sheet to the new CRM seamlessly.
Preparing for
Data Migration
The Orange Box will begin by cleaning the data stored in your legacy CRM platform and even though Hubspot makes a great work automatically cleaning parts of your data (such as eliminating duplicate content by emails or domain names), there are a lot of areas that we'll need to manually clean and organize to make this migration successful. Part of the manual cleaning and structuring the new optimized version of your business processes, we'll create custom properties and make sure we translate your legacy CRM fields into a Hubspot CRM language collaborating with your team and making sure we sync and transfer all the data in the most efficient way before presenting the processes to your team.
Migrating Data to
HubSpot Sales Hub
Now we are ready for migration! Now that is time to migrate, we'll discuss with your the options available to migrate the data which will depend on the type of data you'll be transferring and your available internal resources along with what type of Hubspot platform license you have.
Structuring your Data and
Setting Up New
Processes in HubSpot
The Fun part is here! Whether you select the Hubspot starter, professional, or enterprise sales package, The Orange Box is completely equipt to structure the necessary business processes in the Hubspot Sales Hub and set up your new CRM as seamlessly as possible so your sales team can get back to closing deals without a breaking your productivity or interrupt the tracking of all activities or missing information.
Introducing & Training
your Team in Their New CRM
Mission accomplished! We've successfully audit, cleared, structured and optimized your new business processes, now The Orange Box will create easy to comprehend personalized tutorials and a dedicated training presentation in the format of your desire to train your sales reps on the updated versions of their processes, this is an extra mile to help you set your company up for Hubspot success.
Unsure if you can Migrate from your Legacy CRM?
We’ve completed thoudsands of CRM migrations with all types of CRM platforms and we are positive we can help you translate and map all your data to improved business processes that increase your sales reps productivity, helping them focus on the prospect that have better chances of converting.
Have more questions? Schedule a free consultation with one of our growth representatives to learn more about your options and how we can be of assitance.
