Go to content
  1. Services
  2. Digital Marketing
  3. HubSpot CRM Migration

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?

  • chart icon

    Unreliable and inaccurate reporting

  • people connecting icon

    Misalignment between marketing and sales teams

  • head with lightening icon

    User adoption and change management

How we work
  • a light ball in the box icon

    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.

  • lamp icon

    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.

  • chess icon

    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.

  • icon of different lines and symbols

    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.

  • pen inside the setting image icon

    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.

  • heart icon

    Ongoing HubSpot support

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

See similar

Relevant insights

Digital Marketing
Digital MarketingMarch 1, 2022
March 1, 2022
TikTok Advertising for Beginners – Ready, Set, Go!

TikTok advertising is the new ads platform in town. The medium is still young, which means low competition with other advertisers. Low competition also means lower prices and better opportunities to get attention from the young target audience that can be hard to reach.

Read more
Digital Platform
Digital PlatformMay 18, 2021
May 18, 2021
8 Reasons Why Law Firms Need a Good Website

Discover 8 reasons why your law firm needs a great website. Learn how a well-developed website will help you gain potential clients.

Read more
Digital Marketing
Digital MarketingJanuary 15, 2020
January 15, 2020
Digital Tricks to Attract Students to Your Educational Institution

There are many ways you can attract excellent students to your educational institution using digital tricks | Click Here to find out more! - Novicell UK

Read more
Digital Marketing
Digital MarketingOctober 30, 2019
October 30, 2019
Six Brilliant Ways to Advertise for  Black Friday 2019

Six ways to advertise for Black Friday in 2019. Learn how to create your own Black Friday marketing strategy and plan.

Read more