A guide to help you plan your data’s journey from your legacy CRM to a new, intuitive home in the HubSpot CRM.
Gain a clear understanding of HubSpot's four objects and deduplication rules before planning your migration to avoid creating messy data.
There are many fine points that could be overlooked in the thick of the migration planning process. This guide outlines the ones we have encountered so they won't sneak up on you later.
Learn how to make your team feel valued, train them effectively and get their buy-in — this is integral to the success of a software implementation.
We’d wish you luck, but you'll soon have something better — a plan!