HubSpot to Salesforce Migration: Process Steps and Key Benefits

Salesforce and HubSpot have been two of the most popular CRM platforms for an impressive duration of time. However, things in this regard have gradually started to witness a transformation. HubSpot to Salesforce migration is now being considered by a good number of organizations as the most rational thing to do. This piece intends to familiarize its readers with HubSpot and Salesforce along with the reasons that make the migration from the former to the latter extremely fruitful. Every step of the HubSpot to Salesforce migration process is also documented in detail. So, read on! 

What is HubSpot? 

HubSpot is a powerful cloud-based platform that effortlessly integrates marketing, sales, and customer service functions into a single user-friendly interface. HubSpot helps organizations of all sizes to build long-term customer relationships by empowering the marketing team with engaging content and automating the lead nurturing campaigns. HubSpot facilitates and accelerates deal closures by serving the sales reps with a centralized view of all the potential customers. HubSpot is highly scalable and offers something for everyone irrespective of their requirements. An impressively lengthy list of inbound marketing and sales features are available to be tried for free before paying for them. 

What is Salesforce? 

Salesforce is a highly advanced cloud-based platform that serves organizations by offering them a 360-degree view of their customers. Salesforce helps in building long-term customer relationships by offering customized services and fulfilling requirements no matter how specific they may be. 

HubSpot to Salesforce Migration: Key Benefits 

The primary benefits associated with the HubSpot to Salesforce migration are listed below: 

Advanced Scalability: As the business grows, Salesforce can seamlessly adapt to accommodate the increasing data volume and user base. HubSpot’s free tier, while suitable for the startups, may struggle to handle complex workflows and extensive data needs of larger enterprises. 

Deeper Customization: Salesforce offers a high degree of customization through its Salesforce Lightning platform. Tailor workflows, applications, and dashboards to precisely match your specific business processes. HubSpot's customization options are more limited. 

Enhanced Reporting and Analytics: Salesforce provides comprehensive reporting and analytics that offer unparalleled customer insights. Track key metrics like sales performance, marketing campaign effectiveness, and customer satisfaction to identify trends and make data-driven decisions. HubSpot's reporting capabilities, while user-friendly, may lack the granularity and flexibility of Salesforce. 

Best-in-class Integrations: Salesforce integrates with a vast ecosystem of third-party business applications, allowing you to connect your CRM with best-of-breed marketing automation tools, accounting software, and other essential platforms. This fosters a more unified business landscape and eliminates the need for manual data entry across disparate systems. While HubSpot offers integrations with various tools, the selection may be more limited compared to Salesforce's extensive library. 

Unmatched User Adoption: Salesforce is a CRM giant with a well-established reputation and extensive user community. This translates to a wider pool of qualified CRM professionals and readily available resources for training and adoption within your organization. 

HubSpot to Salesforce Migration: Process Steps 

The HubSpot to Salesforce migration process involves the following steps: 

Requirements Gathering: This initial step involves understanding your specific needs and goals for the migration. This includes identifying the data you want to migrate, your desired timeline, and any budget constraints. 

Data Cleaning: Before migrating your data, it's crucial to ensure its accuracy and completeness. This involves removing duplicates, correcting errors, and standardizing formats. Clean data ensures a smoother migration and reduces the risk of errors in your new CRM system. 

Solution Design: Based on your requirements and the data you'll be migrating, a plan is devised outlining the specific tools and techniques that will be used to move your data from HubSpot to Salesforce. This may involve using native import tools, third-party data migration services, or custom scripting. 

Build: In this stage, the chosen data migration solution is configured. This may involve setting up data mappings to ensure your data is transferred correctly between the two systems. 

Testing: Before migrating all your data, a thorough testing phase is essential. This involves running a test migration with a small subset of data to identify and fix any issues with the migration process. 

Training: To ensure a smooth transition, provide adequate training to your team on using Salesforce and any new processes implemented as part of the migration. 

Data Migration: Once everything is tested and approved, the actual migration of your data from HubSpot to Salesforce takes place. 

Deployment: After the data migration is complete, your new Salesforce system is deployed for everyday use. This may involve additional configuration and customization to fit your specific needs. 

The Role of Hexaview in a highly successful HubSpot to Salesforce Migration Project 

Hexaview Technologies is a digital transformation organization engaged in offering HubSpot to Salesforce migration services to clients across the globe for a long time now. On-time delivery and the best quality are the key characteristics that differentiate Hexaview from all its competitors. 

Hexaview recently helped a WealthTech firm by migrating its data from HubSpot to Salesforce. The client wanted to enhance CRM capabilities, improve data management, and support scalability. 

Hexaview conducted a detailed analysis of the current HubSpot setup and the requirements for Salesforce. A detailed data mapping document was created to establish clear mappings of data fields from HubSpot to Salesforce. This document outlined how each HubSpot field would correspond to the fields in Salesforce, including standard and custom fields. Data was extracted from HubSpot using APIs and data export tools, ensuring that all relevant data, such as contacts, deals, and attachments, were included. All the migrated processes and workflows were tested by Hexaview in Salesforce to verify their functionality. The transition from HubSpot to Salesforce was carefully managed to minimize disruption. 

FAQs 

Why should an organization migrate from HubSpot to Salesforce? 

Organizations should consider migrating from Hub Spot to Salesforce because of the advanced CRM capabilities, customizability, scalability, integration, Analytics, and Reporting capabilities of Salesforce. 

What data can be migrated from HubSpot to Salesforce? 

All the contact information and historical interactions, the company details and associated contacts, and the sales deals, including stages, amounts, associated contacts, tasks and activities, custom properties, and emails can easily be migrated from HubSpot to Salesforce. 

How should an organization prepare for the migration process? 

The preparation steps include Data Audit, Data Backup, Field Mapping, stakeholder involvement, and sandbox setup. 

What tools or methods are available for the migration? 

The third-party tools like Data2CRM, MuleSoft, and Skyvia can facilitate the migration process. Salesforce’s native Data Loader can be used for simpler migrations. Custom scripts using APIs can be written for more complex migration requirements. 

How long does the migration process take? 

The duration of the migration process depends on several factors like the volume of the data, complexity, testing, and validation.