Do I need to switch from Salesforce to HubSpot?
A more user-friendly platform that houses CMS (website administration), Marketing, Sales, and Service functions all in one system is frequently desired by Salesforce users. Moving your efforts from Salesforce to HubSpot would be an excellent choice if that describes you.
HubSpot has various CMS, Marketing, Sales, and Service tool tiers, and the CRM gathers data in the background to keep your activities connected. However, you could be happier sticking with Salesforce if you require a system that largely relies on intricate sales procedures and reports and doesn't require marketing or customer support tools.
Overall, the difficulty of learning is one of the primary factors that generate conflicting feelings between the two platforms:
- How to employ it.
- How to quickly access assistance.
- How to enable numerous team members to use the tools efficiently.
As the platform is simple to use, straightforward and offers much free assistance and online certifications, HubSpot can turn into your best friend in this situation.
HubSpot to Salesforce: Migration vs. Integration
Determine whether you want to go over entirely to HubSpot and unplug Salesforce before you do anything or if you wish to keep both platforms active simultaneously.
Why would I want to hold on to both? You might be wondering.
So, if you presently use Salesforce to accomplish your goals and have sophisticated sales processes and reporting requirements, keep up the excellent job!
However, you can use the integration to HubSpot to benefit from the best of both worlds if you require marketing capabilities, customer support tools, a CMS, or a more straightforward system for all team members.
You can link your Salesforce account with HubSpot and have data come into HubSpot from Salesforce by going to Settings > Integrations > Connected Apps. That is a simple technique to ensure that both platforms communicate and that data is available for all activities.
However, you can decide to make the transfer and proceed with migration if you believe that you would still be comfortable utilizing HubSpot's sales tools and you require additional Hub features, such as marketing and service.
However, you can decide to make the transfer and proceed with migration if you believe that you would still be comfortable utilizing HubSpot's sales tools and you require additional Hub features, such as marketing and service.
What to Take into Account When Moving from Salesforce to HubSpot
This step involves a lot of planning, recording, and research. Learn your processes, capture them in a document, and investigate whether HubSpot technologies are equivalent to those you would employ in Salesforce.
If HubSpot doesn't have the specific functionality you need, there is always a method to get around it. You can either duplicate the functionality using other HubSpot capabilities or use third-party software (HubSpot has a ton of integrations available).
Ask many questions now and make a detailed list of how you will represent each step of your operations in HubSpot. Here are some things to consider:
- Do I have inaccurate data that HubSpot should receive? Or should I first tidy it up?
- Do I have every custom property required in HubSpot to match the custom properties in Salesforce?
- How will I duplicate automation?
- Is there any new automation that could increase productivity?
- Do the attachments to the entries in the CRM need to be transferred over? (*bonus tip: to achieve that, you'll need third-party software!)
- Do you currently use any plugins or third-party integrations that require HubSpot to remain operational? This moment is an opportunity to see if HubSpot offers that integration or if you can stop using it altogether because HubSpot can handle the task.
Make a list of the necessary items to move to HubSpot, such as:
- Contacts
- Companies
- Deals
- Activities (this includes notes, logged calls, emails, etc. Be thorough when deciding what needs to be transferred to HubSpot)
- Attachments
- Custom Properties
What are additional items necessary for your company? The quantity and variety of objects will determine the difficulty and number of migration steps. The most extended and crucial phase of this procedure is the planning stage.
Consider Various Data Migration Methods
The size of your database and the complexity of the operations will determine this.
Both systems can function simultaneously thanks to HubSpot's native integration with Salesforce. It follows that you are not required to use it for your migration and that migration is not always the best course of action. A CSV file, for instance, can be used to export smaller amounts of data from Salesforce and import it into HubSpot.
Don't disconnect from Salesforce until your processes have been rebuilt in HubSpot. At the very least, wait until you have a firm plan in place and have downloaded a backup of the data.
Update Vast Amounts of Data Automatically
The lifecycle stage, contacts, deal owners, and any other property you can lose in translation may need to be updated in bulk after you transfer data to HubSpot and begin integrating your processes into HubSpot products. If the criteria for picking the updated records are unambiguous, you can utilize workflows for this.
Identify the records using lists and make the necessary manual modifications if you have any unique situations that would prevent a mass update from working.
