Successful migration in seven steps
The first thing to do is take a look at how you go about things today. Which systems do you use for CRM, emailing and blogging? How are your contacts stored? Which CMS was used to build your website? Together, we'll decide which data you wish to keep, and which data can be cleaned up. That way, you'll see your results improve, time and time again.
The first thing to do is take a look at how you go about things today. Which systems do you use for CRM, emailing and blogging? How are your contacts stored? Which CMS was used to build your website? Together, we'll decide which data you wish to keep, and which data can be cleaned up. That way, you'll see your results improve, time and time again.
Now that we know what you want to migrate, we'll start looking at how your organisation can get more out of your data using HubSpot. We'll also explore the best way to use the different hubs. Our specialists will decide what to spend the most time on, for which migrations links are already in place, and which migrations our developers need to build specific links for. However unstructured your current data may be and whichever tools your organisation uses today, our specialists know exactly how to get everything into the right place in HubSpot, without risks.
Now that we know what you want to migrate, we'll start looking at how your organisation can get more out of your data using HubSpot. We'll also explore the best way to use the different hubs. Our specialists will decide what to spend the most time on, for which migrations links are already in place, and which migrations our developers need to build specific links for. However unstructured your current data may be and whichever tools your organisation uses today, our specialists know exactly how to get everything into the right place in HubSpot, without risks.
This is where things get a little technical. We'll now start looking at the extent to which we can import your current data to its new destination in HubSpot. We'll compare the data fields in the CRM systems, for example, and we'll set up redirects for the CMS migration. Nothing will get lost along the way — apart from the noise.
This is where things get a little technical. We'll now start looking at the extent to which we can import your current data to its new destination in HubSpot. We'll compare the data fields in the CRM systems, for example, and we'll set up redirects for the CMS migration. Nothing will get lost along the way — apart from the noise.
Before we go live with your new HubSpot environment, both we and you will extensively test the platform. Is everything in the right place? Is anything missing? This initial testing will take place in a sandbox environment, of course, and not in the actual working product. Once you've agreed that the tests all look good, we'll proceed to the next step.
Before we go live with your new HubSpot environment, both we and you will extensively test the platform. Is everything in the right place? Is anything missing? This initial testing will take place in a sandbox environment, of course, and not in the actual working product. Once you've agreed that the tests all look good, we'll proceed to the next step.
Everything all set? It's time to stop time! From this point onward, we'll no longer make any changes, and your HubSpot environment is final. This sounds scarier than it is: we've tested everything extensively, after all. Once you've agreed, we'll start preparing your HubSpot environment, so that all the hubs your organisation will be using from now on are ready to go.
Everything all set? It's time to stop time! From this point onward, we'll no longer make any changes, and your HubSpot environment is final. This sounds scarier than it is: we've tested everything extensively, after all. Once you've agreed, we'll start preparing your HubSpot environment, so that all the hubs your organisation will be using from now on are ready to go.
Next, you and your employees get to experience for yourselves how exactly your new software platform works. During a comprehensive HubSpot training programme that is tailor-made for your organisation, we'll show you the ropes on the portal. We'll do so using your own data, so that your employees instantly see the relevance and get to use tangible examples. That way, they can see how the new system adds value right from the start, and they'll understand how HubSpot works for them.
Next, you and your employees get to experience for yourselves how exactly your new software platform works. During a comprehensive HubSpot training programme that is tailor-made for your organisation, we'll show you the ropes on the portal. We'll do so using your own data, so that your employees instantly see the relevance and get to use tangible examples. That way, they can see how the new system adds value right from the start, and they'll understand how HubSpot works for them.
Once everything is working as it should and everyone is all set to go, the platform can go live. During the go-live process, a team of specialists is on hand behind the scenes to support you during startup & resolve anything that's not instantly clear.
Once everything is working as it should and everyone is all set to go, the platform can go live. During the go-live process, a team of specialists is on hand behind the scenes to support you during startup & resolve anything that's not instantly clear.
Why choose Bright?
A migration from one platform to another is not something many organisations look forward to, and the same applies to HubSpot. With Bright on board to handle your migration, you get to sit back and relax. Our team of experienced specialists have completed many successful migrations in the past, and will link or integrate every single tool you need in HubSpot.
Wide-ranging know-how and expertise
"We're a business active in the aerospace industry (B2B). When we were confronted with the limitations of our current CRM system, we set out to find an alternative solution. Bright helped us implement HubSpot, and helped us migrate our data from the old system. They operated in an extremely professional and accurate way, and they were able to answer even the most complex and in-depth questions we had."
