Your CRM can either be a major obstacle for your go-to-market or a powerful engine driving their success. A well-implemented CRM can help your business’s pain point valuable opportunities and speed up the sales process, whereas a poorly designed system may keep your team busy with manual tasks.
For many startups, the choice usually comes down to HubSpot and Salesforce. Companies often begin with HubSpot Sales Hub and then switch to Salesforce Sales Cloud when their growth outpaces HubSpot’s capabilities. If you’re considering making this shift, this blog will be going to answer a lot of your questions.
In this blog, we’ll cover everything you need to know about migrating to Salesforce. We’ll explore the differences between HubSpot and Salesforce, the stages of the migration process, and what steps to take after the migration to ensure a smooth transition.
Salesforce vs. HubSpot: A Quick Overview
HubSpot began as a marketing tool and evolved into a CRM, whereas Salesforce started as a CRM and expanded its sales and marketing capabilities. Today, HubSpot is renowned for its inbound marketing strengths, while Salesforce is known for its strong sales automation.
- CRM
- Sales forecasting and analytics
- Marketing Features
- VoIP
- Customer service tools
- Contact scoring
Here’s a quick comparison of their key features:
HubSpot:
- Forecasting & Reporting: Advanced reporting is available with upgraded plans.
- Ease of Use: User-friendly onboarding with integrated dashboard and navigation.
- Customization: Customizable workflows with JavaScript and Python options.
- Marketing Features: Extensive marketing tools are included in free and Starter plans.
- AI Features: Well-integrated AI, including generative tools and predictive analytics, even at lower pricing tiers.
Salesforce:
- Sales Reporting & Forecasting: Highly advanced reporting, with basic features available in lower plans.
- Ease of Use: Onboarding is effective but the layout can be less intuitive at first.
- Customization: Highly customizable, including extensive coding capabilities.
- Marketing Features: Extensive marketing automation in separate packages.
- AI Features: AI features come through the proprietary Einstein app, offering tools like generative AI and predictive analytics, though not as seamlessly integrated.
Ultimately, the best choice between Salesforce and HubSpot will depend on your team’s specific needs, considering their pricing models, interfaces, and available features.
Essential Tips for HubSpot to Salesforce Migration
- Data Audit
Before starting the migration process, this is the very first step to audit the existing data in your HubSpot system. Figure out what’s essential to move over and what can stay behind. This means clearing out any duplicates, fixing incomplete or inaccurate details, and making sure everything follows the same format.
- Identify Errors
Once you have a clear understanding or picture of your data, identify any inconsistencies and errors that could cause issues during migration. Look for outdated records, missing information, or any incorrect entries that need to be looked out.
- Clean the Data
After identifying the errors, it is time to clean the extra data or entries. Remove inaccurate, extra, and duplicate data from the system to make it more reliable and consistent. This is an important step which helps to prevent complications and ensure a smoother migration.
- Verify Accuracy
After cleaning the data, double-check for accuracy. Make sure all corrections have been properly applied and that the data aligns with your current needs and standards. This verification step helps avoid issues that might arise during the migration process.
- Prepare to Transfer
With clean and accurate data, you’re ready to prepare for the transfer. Set up your Salesforce environment to match your data needs, configure necessary fields, and ensure that all systems are ready to handle the incoming data. Proper preparation helps facilitate a seamless migration and ensures that your data integration is as smooth as possible.
Benefits of Switching from HubSpot to Salesforce
- Greater Scalability
Salesforce offers a highly scalable platform that grows with your business. As your company expands, Salesforce can easily accommodate increasing data, users, and more advanced functionalities, making it ideal for long-term growth without the need for platform changes.
- More Tailored Customization
Salesforce allows for deeper customization options, letting you tailor workflows, automation, and data structures to suit your specific business needs. This flexibility ensures that the platform works exactly the way you need it to, offering a personalized experience for your team.
- Advanced Reporting and Analytics
With Salesforce, you gain access to powerful reporting and analytics tools that provide more in-depth insights into your business performance. From detailed dashboards to advanced forecasting, Salesforce’s capabilities give you a clearer picture to help guide decision-making.
- Seamless Integration Capabilities
Salesforce is known for its wide range of integration options. Whether it’s third-party applications or your existing business tools, Salesforce makes it easier to connect systems and streamline your operations with minimal disruption. If you want, you can also integrate HubSpot with Salesforce for better workflow.
- Higher User Adoption Rates
Salesforce’s intuitive user interface, extensive training resources, and community support lead to higher user adoption rates. Teams find it easier to navigate and make full use of its capabilities, ensuring that your investment in the platform delivers strong returns.
Conclusion
Migrating from HubSpot to Salesforce may seem like a difficult task, but with the right approach and the right Salesforce Implementation Consultant & Partner, it can transform how your business operates.
CRM Masters helps you deeply understand the Salesforce system, unlock its full potential and also provides other services including development, integration, support, etc.
Their experienced developers provide very cost-effective solutions with a 100% satisfaction rate.
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