Skip the DIY disaster. Our Fast-Track program guarantees successful Salesforce to HubSpot migration in 6 months with 97% success rate. Fixed price, vendor-neutral expertise, zero surprises.
Our expert team handles every aspect of your migration
This is considered a HIGH COMPLEXITY migration requiring specialized expertise. Here's why professional help is essential:
Salesforce's extensive customization requires careful mapping to HubSpot's structure
Complex Salesforce workflows need recreation in HubSpot's automation system
Enterprise Salesforce integrations require complete reconfiguration
Large Salesforce datasets require specialized migration techniques
Salesforce power users need comprehensive HubSpot retraining
Complex Salesforce reports must be rebuilt in HubSpot's reporting system
Unlike Salesforce or HubSpot partners, we provide unbiased recommendations based on YOUR business needs, not vendor commissions.
Successfully completed across all major CRM platforms
No partnerships or commissions influencing recommendations
Focus on outcomes, not technical specifications
"We chose CRM Coach because they weren't trying to sell us on a specific platform. Their vendor-neutral approach helped us make the right decision for our business, not their bottom line." - Jennifer Taylor, VP of Sales
Why businesses are making the switch from Salesforce to HubSpot and how our migration services ensure a smooth transition
Reduce your CRM costs while maintaining powerful functionality. HubSpot offers more included features at a lower price point compared to Salesforce.
HubSpot's intuitive interface requires less training and encourages higher user adoption rates across your organization.
Access built-in marketing automation, email marketing, and content management tools that seamlessly integrate with your CRM data.
HubSpot implementations typically require less time and fewer resources than Salesforce, getting you up and running faster.
Gain a unified view of customer interactions across marketing, sales, and service in one connected platform.
Reduce dependency on developers and technical administrators to manage your CRM system.
Our end-to-end migration approach ensures a seamless transition from Salesforce to HubSpot with minimal disruption to your business
We analyze your current Salesforce implementation, identify critical data and processes, and create a comprehensive migration plan tailored to your business needs.
Our team meticulously extracts, transforms, and loads your data from Salesforce to HubSpot, ensuring data integrity throughout the process.
We recreate your critical Salesforce workflows, automation rules, and processes in HubSpot, optimizing them along the way for improved efficiency.
We connect HubSpot with your other business systems and tools to create a seamless technology ecosystem.
Comprehensive training programs to ensure your team quickly adapts to HubSpot and leverages its full capabilities.
A proven methodology to ensure a smooth, efficient, and accurate migration from Salesforce to HubSpot
We start by thoroughly understanding your current Salesforce setup, including data structure, integrations, workflows, and reporting needs.
Creating a detailed migration roadmap with timelines, responsibilities, and risk mitigation strategies.
Configuring your new HubSpot instance with the appropriate objects, fields, and permissions to match your business processes.
Performing a test data migration to identify and resolve any issues before the actual migration.
Recreating your critical workflows, automation rules, and processes in HubSpot.
Connecting HubSpot with your other business systems to ensure seamless data flow.
Executing the full data migration according to the established plan and validating data integrity.
Training your team, finalizing documentation, and supporting the official launch of your new HubSpot system.
Understanding the key differences to help you evaluate if migrating to HubSpot is right for your business
Not sure which CRM is best for your needs? We can help you make the right decision based on your specific requirements.
Schedule a ConsultationCommon questions about migrating from Salesforce to HubSpot
Have more questions about migrating from Salesforce to HubSpot?
Contact Our Migration ExpertsOur team of migration experts is ready to help you seamlessly transition to HubSpot and unlock its full potential for your business.
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