Wholesale and secure data migration

HubSpot datamigratie

All of your valuable information needs to be transferred to the right place in HubSpot, securely and without taking any risks. With our wealth of experience, we make sure this process is completed without a hitch.

Let's talk! Schedule a call
HubSpot datamigratie

Make the switch, without the risk

Once you've made the decision to go for HubSpot, you'll need to transfer all the valuable data your organisation has amassed to the new platform. The fact that this can go badly wrong won't come as a surprise to you. Fortunately, we know how to get this right the first time.

 

No data loss or restrictions

One of the benefits of HubSpot is that it enables you to bring together all your marketing, sales and service activities on a single platform: from your customer data to your website, and from your blog pages to your social media campaigns. You may have been using lots of separate tools for all of these different tasks up until now, but soon, everything will need to be transferred to the right place in HubSpot. If you don't get that migration process exactly right, there's a risk of your data getting corrupted — or worse still, lost. And if there's one thing you don't want, it's seeing all your hard work over the past few years go up in smoke!

 

Go for wholesale migration

Even if your current software landscape is poorly organised, all that data needs to be migrated successfully. Doing so will not only result in a properly functioning HubSpot portal, but will also enable you to start with a clean slate and move forward with a proper structure in place.

Make the switch, without the risk
No data loss
Wholesale migration
Wouter, HubSpot consultant

Successful migration in seven steps

1
Audit

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.

2
Plan

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.

3
Mapping

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.

4
Testing

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.

5
Migration

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.

6
Training

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.

7
Go live

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.

More about integrations and custom CRM solutions
https://www.bureaubright.nl/hubfs/Bright%20Digital%20website/Referenties/referentie-vrr.jpg
Ben Lakerveld, Sales Manager at VRR aero

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."

bright-cta-1000x1000-Cherinda

Keen to find out what we can do for your business?

Schedule an appointment Schedule an appointment