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HubSpot CRM Migration and Onboarding Services

Seamless onboarding onto your new HubSpot CRM platform

Bespoke HubSpot CRM migration journey

Migrating your data to another CRM solution isn’t easy; it’s a complex process that involves a lot of preparation to ensure that no data is lost. As a Diamond HubSpot solutions partner, we’re committed to helping you get the most out of your HubSpot platform. This means we help you to migrate your CRM data successfully and seamlessly without fuss, no matter what CRM solution you are using.

What can we help you overcome?

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    Unreliable and inaccurate reporting

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    Misalignment between marketing and sales teams

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    User adoption and change management

How we work
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    Kick-off call

    We’ll set the scope of the project and cover all your requirements, deliverables and milestones for your HubSpot platform. Most importantly, we’ll unpack what success looks like to you and work toward this.

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    Discovery workshop

    We’ll discuss your current CRM setup, marketing and sales processes, alongside your business and technical requirements, and make recommendations on how to improve your HubSpot CRM migration based on these.

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    Architecture and strategy recommendation

    We’ll audit your current CRM system and data as well as identify what data needs to be transformed. Then, we’ll produce a personalised HubSpot CRM migration and onboarding plan to suit your exact sales needs.

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    Configuration and implementation

    We’ll implement and configure your HubSpot account according to the new lead management process so that it delivers exactly what you need from it.

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    Training and change management

    The HubSpot platform is only as valuable as your team’s willingness and ability to use it. We’ll provide personalised training and coaching of key users to manage the change in platforms.

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    Ongoing HubSpot support

    Once onboarded successfully, we’ll provide ongoing support and mentoring to further optimise your HubSpot platform and inbound marketing strategy.

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