As more and more business migration from HubSpot to Salesforce, its critical to do the migration properly to ensure you get up and running on your Salesforce licenses as quickly as possible and to ensure Salesforce has high adoption levels with your employees.
1) Get your team involved: Very often system implementations land in the inbox of the IT team, but its very important to take a multistakeholder approach – even for small businesses. Ensuring you have representation across all department will boost adoption and will help spot important requirements needed for each area of the business.
3) Keep it simple at the start: Its not always necessary to implement all aspects of your Salesforce vision in phase 1. You will generally have higher implementation success and a much greater uptake from your team if you keep the first phase of the project as simple as possible. Create a Salesfroce roadmap and talk about the features that will be released over the next 6-12 months. This will keep Salesforce top of mind and highlight the importance of the system to your company.
3) Run HupSpot in parallel to Salesforce for a while: In keeping with tip 2, keep some of your HubSpot licenses and keep the system alive for at least 3-6 months. This will help smooth the transition and ease anxiety about the sudden switch to a new system. It will also allow you to transition data & functionality over time to Salesforce
Navirum is a leading Salesforce implementation partner. We are experts in migrating HubSpot to Salesforce. Together with our clients, we can unify your data, people, applications, and processes. If you would like help to fast-track your success to greater efficiency and fewer technology roadblocks so you can focus on what matters most, reach out to an expert from our team.
