Explore the advantages of switching from Salesforce to HubSpot and Hypha's proven methodology for smooth, successful CRM migration.
Migrating from Salesforce to HubSpot
Considering a switch from Salesforce to HubSpot? We've guided numerous organizations through successful migrations, developing a proven methodology that ensures a smooth transition and rapid time-to-value.
Why Organizations Switch:
- Ease of Use - HubSpot's intuitive interface requires less training and increases adoption
- Cost Efficiency - Transparent pricing often delivers significant savings vs. Salesforce
- Integrated Platform - Native integration of marketing, sales, and service tools
- Implementation Speed - HubSpot implementations typically require less time and resources
- Reduced Administration - Fewer dedicated admins and developers needed
- Streamlined Experience - Consistent interface across all functions
Our Migration Methodology:
Assessment & Planning
- Comprehensive analysis of your Salesforce implementation
- Documentation of existing processes and improvement opportunities
- Detailed data mapping between systems
- Phased approach to minimize business disruption
HubSpot Configuration
- CRM structure setup aligned with your business requirements
- Custom objects creation for specialized data needs
- Workflow development to support your processes
- User roles and permissions configuration
Data Migration
- Data preparation and normalization
- Test migration to identify and resolve issues
- Validation protocols to verify data integrity
- Production migration according to established timeline
Integration Setup
- Reconnection of essential tools from your tech stack
- Custom API development for specialized systems
- Data flow configuration for bidirectional syncing
Training & Enablement
- Role-based training for different team functions
- Process documentation for new workflows
- Administrative training for ongoing management
Go-Live & Support
- Detailed transition plan from Salesforce to HubSpot
- Enhanced support during the initial go-live period
- Ongoing optimization based on early usage patterns
What our clients say:
"We'd been using HubSpot for marketing and decided to migrate our sales CRM from Salesforce to HubSpot. Hypha were a sincere pleasure to work with."
— K. Scott | Health
Ready to explore migrating from Salesforce to HubSpot?
Contact us for a consultation to assess your situation and develop a tailored migration strategy.