CRM Data Migration

A CRM migration reffers migrating the data from your current CRM to a new one. When you need to migrate to a new CRM platform you should analyze which data you want to keep unchanged, reorganized, updated or deleted. Most CRM systems are modular, which means you need to figure out how you want to organize your data and contact information to choose the modules and customize them if it`s needed.

The CRM migration process is a tedious process that requires an appropriate amount of time and attention.

Below is the point which could be the reason of the CRM data migration.

• Lack of scalability
• High maintenance costs
• Lack of configuring capabilities
• Limited range of supported applications
• Lack of cloud-based storage functionality
• Limited number of integrations with third-party services

Your customer information database is the core of your business’ success. Losing it means giving up important information on your existing customers and potential customers.

HubSpot CRM is one of the leading CRM apps currently available on the market and one of the best CRM in the market.

HubSpot CRM is a platform that allows sales teams to get started quickly without making much of a changes in their existing workflow. It is ideal solution for companies that are still starting to recognize the value of CRM and their fullest potential.

HubSpot CRM is a smart and easy option that carries all the necessary basic HubSpot vs Salesforce features but without confusing complexity that many other CRM platforms have. Beginners and mid-market companies will also appreciate the fact that HubSpot CRM is currently a certified premier Google partner that suits well all niches and industries.

HubSpot is one of the best-integrated CRM platforms on the market and no other free CRM solution can offer the same level of Salesforce HubSpot integration. HubSpot can be integrated with Microsoft Dynamics, Salesforce, Zapier, Shopify and many other tools.

HubSpot vs Salesforce Features

Salesforce CRM

Salesforce ecosystem is the market leader in customer relationship management (CRM) software, so this is almost certainly going to be one of the first names you come across and quite possibly, the first CRM you consider trying out.

HubSpot CRM and Salesforce both have different scope. HubSpot CRM was not designed to compete with that of Salesforce. It is for companies that have never used a CRM before and want to start or those that find Salesforce is too robust for their needs.

If you’re a growing company and needs to implement a lightweight CRM that improves organization and efficiency for sales reps and creates closed-loop reporting on sales and marketing initiatives, then HubSpot CRM is for you.

If you need an enterprise-wide ecosystem in one platform, Salesforce may be a better option.

Why Salesforce vs HubSpot?

Salesforce has the ability to work around your custom industry needs and provides a 360° view of your client information. The platform includes features that enhance sales and stimulate marketing efforts. Salesforce lets you collaborate on projects and sales opportunities through its main newsfeed and provides a full-blown social network via Salesforce Chatter.

It is highly imperative for corporate to move from outdated development tools to newer ones for enhancing their productivity and capabilities. The new Salesforce Lightning experience is worth giving a try because of its incredible performance, blazing flash speed, faster development time and vital components, which makes it one of the preferred choices of worldwide developers.

HubSpot Salesforce Integration

Salesforce HubSpot Integration is the process of building and maintaining the synchronizing of data between one CRM and another CRM. While data migration and integration are two different things, the processes are very similar.

CRM systems are valuable assets for businesses across various industries. These systems hold customer data that can enable teams from marketing and customer service to sales and operations to better understand their customers how those customers interact with the business.

Most companies resort to approaches such as point-to-point integration for Salesforce HubSpot integration, in order to connect their CRM systems to other applications, whether it is a POS system, SAP, etc. However, traditional approaches are no longer suitable and with point-to-point integration, developers to build custom code between CRMs and numerous systems. Although this approach quickly and easily enables communication between a few applications, it is not future-proof and does not scale.

Ways of HubSpot to Salesforce Data Migration

HubSpot to Salesforce data migration almost always requires a number of business-level decisions. It’s not a task that should be delegated solely to the technical team.

There are three ways that you can choose.

• Manual Data Archive – This is manual process of the data migration where .csv file of the data will be prepared for import to the application. While this sounds simple, the success of this method depends on whether the files are compatible with the new CRM system and whether the data structure is similar.
• Third Party Tool – Install a new application to the migration for you. This method will work only if the two systems are similar or mapping can be adjustable. There are many products available which are very powerful and help with the data migration. Advance tool helps to migrate data from one system to other with data field mapping.
• Custom Script or Tool – This is the most efficient way to migrate your data, as it allows you to transfer third-party integrations as well. In this case, data migration is done using API calls. This approach also implies that you customize your target CRM. The only thing you may consider is that you are likely to need the help of qualified developers.

Salesforce Data Migration Preparation

Data migration almost always requires a number of business-level decisions. It’s not a task that should be delegated solely to the technical team. You need to plan ahead and prepare for the migration procedure properly.

Stakeholders – Before you start working on the technical aspects of your migration, you should bring together the CRM end-users and decision-makers. Together, you can determine what exactly you expect to achieve with the new CRM system. Discuss what needs to be improved, what data is critical to keep, and what data can be deleted. System Comparison – Determine what types of data and fields can be used in the target CRM. Then, take a look at your current system and analyze whether all its data and field types can be transferred into the new one. If you have customized fields, see if the new CRM can be customized in the same way to make the migration possible. Data Analysis – This is the most crucial step. You need to analyze what data your legacy CRM contains, its formats and types, how it is organized, and what CRM data you need to migrate. This is also when you should get rid of any duplicate data. Once you’ve done this, you should create a data map that describes what data goes where. Data backup – A data backup is a result of copying or archiving files and folders for the purpose of being able to restore them in case of data loss. Data loss can be caused by many things ranging from computer viruses to hardware failures to file corruption to fire, flood, or theft. If you are responsible for business data, a loss may involve critical financial, customer, and company data. If the data is on a personal computer, you could lose financial data and other key files, pictures, music, etc that would be hard to replace. Customization – Customize the target CRM system to make migrating data from customized field possible. Besides, you can get rid of the fields you are not going to use. Migration Script and Tool – This is the most technical part of the whole process. It can be a script or a tool that does all the work for you. Unless you have a CRM data migration specialist on your team, we strongly recommend you to turn to the company that provides such services. A single mistake in the code may cost you gravely, so it’s not something you should try to save on. Migration Test – Conducting a trial is always a welcome move when verifying the authenticity of the CRM migration tool. In short, it is always a good practice to conduct data migration testing. Testing is always important when you create new tools, and CRM migration tools are no exception. You should try transferring one or several pieces of data to see if the tool works the way it should and whether you have prepared your data and its structure properly.

Manual HubSpot to Salesforce Data Migration

The simplest way to migrate data to your CRM would be to use its native built import tool. Most CRMs allow you to export their data in the form of a .csv file. Before migration, some manual data manipulation of the .csv file may be required at your end.

After the scrubbing process, importing data such as Accounts, Leads, Contacts, and Opportunities can be done in a matter of clicks through the import tool. It can also help you map simple one-to-many relationships but for more complex relationships you would need a more comprehensive solution. The exact functionalities and availability of the native import tool would vary from CRM to CRM. Moreover, you can also take advantage of data backup

Extract, Transform and Load (ETL) is the most popular open-source tool available. It is very easy to use as every process is created with a graphical tool where you can specify what to do without having to write a single line of code. It supports a wide variety of input and output formats, including text files, data sheets, and commercial and free database engines.

• Migrating data between applications or databases
• Exporting data from databases to flat files
• Loading data massively into databases
• Data Cleansing
• Integrating applications

Choosing the right tool depends on your unique needs and preferences. If you are just importing modules like Accounts and Contacts or Leads, the native Import Wizard in your CRM may suffice. If a native tool is unavailable or your data is more complex, a more comprehensive third-party solution will be recommended.

Let’s take an example – A Company that wants to upgrade the CRM system from HubSpot to Salesforce and activity needs to move from HubSpot to Salesforce.

Please follow the steps below to export records.

• Navigate to the Sales and Tasks tab.
• Click on the checkbox next to the export task.
• Select the number of records that you want to export.
• Click on the export button and select the file format which needs to be exported.

Now you can make the modification and transformation in the exported .csv data with Salesforce CRM. Here are the steps how to import your data to Salesforce:

• Login in Salesforce CRM.
• Login to the Workbench of the Salesforce account.
• Navigate the data and import option.
• Select Object as Task.
• Select from the file option to import the records.
• Do the record field mapping: record owner details, record id, description, due data, and subject line.
• Execute file in bulk which will update activity against lead, account, Contact, or Opportunity.

Salesforce and HubSpot Data Sync

Inconsistent prospect and customer data across multiple CRM instances add up to a big drag on revenue. Teams used different CRM products, which usually require costly, time-consuming migration. Not having your various CRM instances in sync with each other across your sales and revenue teams reduces sales effectiveness and damages customer experience.

Data Sync connects to all your CRMs with visual workflows that make it simplify to sync data between them – any volume, any workflow and any field, even custom ones. It’s the fastest way to standardize data, processes and analytics, so your CRMs can work as one.

You have to remember to update your cloud apps with new data. You no longer have to manually import/export your data. Data Sync automatically transfers your data and any updates you make, in real time, across all your connected cloud apps.
Data synchronization ensures accurate, secure, compliant data and successful team and customer experiences. It assures congruence between each source of data and its different endpoints. As data comes in, it is cleaned, checked for errors, duplication, and consistency before being put to use.

Let’s take an Example – HubSpot Salesforce integration allows you to pass data between HubSpot and Salesforce seamlessly and maintain consistency between your marketing and sales teams.

• Provide Salesforce Credential and login to the application.
• You’ll be redirected back to the connector wizard in HubSpot.
• Click Start the Salesforce package installation to begin.

• Select the Yes, grant access to these third-party web sites checkbox, then click Continue.
• After the package has been installed in Salesforce, navigate back to the HubSpot connector wizard and click next.

• Add the HubSpot Visualforce module to Salesforce. Click Add HubSpot to Salesforce.
• Follow Wizard to configure.

• Click the Contacts, Companies, or Deals tab to configure the sync type for standard properties for that object. In the Companies and Deals tabs, you may need to click to toggle the Enable company/deal sync switch on before you can create field mappings.
• The table displays the standard HubSpot object properties and their Salesforce field equivalents. For each property sync, select the sync type: Prefer Salesforce (default), Always use Salesforce, or Two-way. Learn more about the sync types for Salesforce field mappings.
• Verify and click Finish setup and begin syncing.
• Now data between HubSpot and Salesforce will begin syncing.

Selection of CRM Data Migration Tool

Today requirement can be provided with the number of vendors and wide range of offerings. A good practice before you go looking at solutions is a quick introspection into exactly what you’d like to gain from this purchase.
Before you spend lot of time vetting a company and finding out about their customers, a good idea would be to take a close look at the solution and ask yourself a few questions.

• Is it compatible with my current setup?
• Does it do everything I need it to do?
• Is it better than my current solution?

Data migration is the process in which data is transferred between systems. These transfer systems can be data storage types or file formats. Data from the old system is transferred to a new system through a particular mapping pattern.

Mapping patterns contain designs for data extraction as well as data load activities. The design acts as a translator between the old data formats and the new system formats, thereby ensuring smoother data migration.

Data2CRM

HubSpot and Salesforce are advanced platforms, but how do you know which one is the best for you? If your business is evolving or you’re running an enterprise, Salesforce is the most effective solution.

Salesforce has the ability to work around your custom industry needs and provides a 360° view of your client information. The platform includes quality features that enhance sales and stimulate marketing efforts. Salesforce lets you collaborate on projects and sales opportunities through its main newsfeed and provides a full-blown social network via Salesforce Chatter.

Let’s perform data migration with the help of Data2CRM Migration tool which will help to migrate data easily. Data2CRM is an all-in-one master touch instrument to create the perfect data environment for prosperous internal and external connections.

Stuck with outdated CRM that stops business growth? It’s time to move on with Data2CRM. It will automatically import your CRM clients, opportunities, communication history and other data to a more robust and professional solution.

• Data2CRM provides a unified API for fast and easy data interaction.
• Single tool to integrate and sync.
• Latest API technologies.

It provide wizard which will help to migrate data from old CRM to New CRM based on the data mapping. Let’s jump to the wizard and explore.

• Go to the data2crm application and login.
• Select source system as Hubspot and Destination system as Salesforce.

• Make connection of source and Destination system.

• After make connection between HubSpot and Salesforce it will open Wizard where on each step you have to provide details of the mapping.

• Mapping can be changed by the user, based on the configuration requirement.
• If there is no need to migrate particular object, it can be unselected.
• In the Account field mapping, as per the requirement Field can be modified or even can be updated on custom created field.
• You can map whole object with the same way.
• Both CRMs might have different object names for the same functionality. Hubspot Ticket will be Case in Salesforce CRM which will also have different set of columns.

• After you prepared data propelrly, CRM can be migrated

• Once the process will complete you will get the notification on mail box.

• Now you can see all mapped records mapped in Salesforce columns.

Data Backup

Data backup is the result of copying or archiving files and folders for the ability to restore them in case of data loss. Data loss can be caused by many things such as computer viruses, hardware failures etc.

There should be additional data backups if the original backups result in data corruption or hard drive failure. Additional backups are necessary if natural or man-made disasters occur.

Migration Testing

Migration Testing is a verification process of migration of the legacy system to the new system with minimal disruption/downtime, with data integrity and no loss of data, while ensuring that all the specified functional and non-functional aspects of the application are met post-migration.

It is essential to ensure the below points.

• Any kind of disruption/inconvenience caused to the user due to migration needs to be avoided/minimized.
• Need to ensure if the user can continue to use all the features of the software by causing minimal or no damage during migration.
• It is also important to anticipate and rule out, all the possible glitches/hindrances that might occur during the actual migration of the live system.

Once a customer has made a purchase and needs to speak with your customer service team, they will expect that you know when, where and what they’ve. They also need to perceive quick time-to-value and ultimately want to feel appreciated. Miss these tricks and you will fail to capitalize on hard-won loyalty or even worse, turn your potential advocates into antagonists. To be successful, your company must understand the changing requirements.