HubSpot CRM Migrations
It's critical to get CRM data migration right.
We’re systems and process experts. We have deep experience across a number of platforms and are able to make objective recommendations based on our assessment of your needs.
Having recently acquired several business units under our company umbrella, we knew it was going to be a tall order to integrate all our brands and multiple tech stacks into HubSpot. Fortunately, Engaging came highly recommended to us, and we could not have asked for a more supportive team to guide us through the process. From the outset, the team went out of their way to get to know our business and our needs, enabling them to design tailored solutions which were right for us. Michelle, Dani, Ralph, James (and the rest of the Engaging team) have always been very responsive, highly professional, extremely knowledgeable and just lovely people to work with. I would highly recommend working with the Engaging team if you have the chance.
Leigh Stirling
Revenue Systems & Project Manager, Experience Co
Data migration is a serious business consideration. When executed poorly, it can cause frustration and, potentially drive business decisions made on incorrect data.
We have done many data migrations and have a proven phased approach that leads to success.
For these projects to be successful, they need:
- Existing process review, analysis and refinement
- Existing technical system and data review, analysis and refinement
- Seamless integration across all relevant technical platforms
- Robust training systems and collateral
- Change management plan
- A strong internal team of process owners and the ability for you to manage and improve these systems yourselves on an ongoing basis
- This is a long term project, long term projects require ongoing executive commitment.
Some of the key benefits & improvements for your business are:
- Single view of your customer
- Transparent reporting across all areas of the business, which allow your regular decision-making processes to be more strategic, accurate & ultimately effective
- Enhanced performance reporting & management
- Streamline processes – don’t lose data!
- Remove duplication of systems & processes
- Remove manual processes.
Partner with us
We can’t fix your printers, but we can help you resolve software-based technology challenges. Contact us for a friendly chat on boosting your agency’s capabilities.