HubSpot Platform Migration

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Marketo Consulting

HubSpot Migration Preparation

First thing first you need to know what you migrate. We conduct a full audit of what is necessary and what is not. No need to waste time and effort

HubSpot Database BackUp

Your marketing database needs an audit. No need to migrate bad data and outdated email addresses. We can help you sort through everything so the migration is as efficient as possible. Macro will provide:

  • Project Manager
  • HubSpot Certified Expert
  • QA & Testing

Ongoing Support As Needed

Review and evaluate your marketing operations in HubSpot. You will receive a marketing automation and CRM improvement plan with recommendations and best practices from our certified Experts.
  • Marketing Platform Audit 
  • Database Audit
  • CRM Sync Review

HubSpot Heavy Lifting

When it comes to doing the migration work, we’ll do the heavy liftin for you. We always make sure there is no interruption to lead flow or your business process. Macro is a team of doers, not talkers. 

Here's a comprehensive outline of the process

Step-by-step guide of HubSpot’s migration plan:
1
Plan and prepare:
  • Define migration goals and objectives
  • Identify key stakeholders and form a migration team
  • Create a timeline and budget for the migration
2
Audit current systems and data:
  • Inventory existing data, tools, and processes
  • Identify which data needs to be migrated
  • Determine data quality and cleanup needs
3
Choose HubSpot products and plan your setup:
  • Select appropriate HubSpot tools (Marketing Hub, Sales Hub, Service Hub, etc.)
  • Design your HubSpot portal structure
4
Clean and organize your data:
  • Remove duplicates and outdated information
  • Standardize data formats
  • Enrich data where possible
5
Map your data:
  • Create a detailed mapping of your current data fields to HubSpot properties
  • Configure lead scoring criteria based on your ideal customer profile
6
Set up your Hubspot account
  • Configure basic settings
  • Create custom properties
  • Set up user accounts and permissions
7
Migrate your data:
  • Export data from your current systems
  • Use HubSpot's import tools or APIs to import your data
  • Verify data integrity after import
8
Configure HubSpot features:
  • Set up workflows, lists, and segments
  • Create templates for emails, landing pages, and forms
  • Configure your sales pipeline and deal stages
9
Integrate the tools:
  • Connect HubSpot with other essential software (e.g., CRM, accounting software)
  • Test integrations to ensure proper data flow
10
Migrate your content:
  • Transfer blog posts, landing pages, and other marketing assets
  • Update links and CTAs to work within HubSpot
11
Set up tracking and analytics:
  • Install HubSpot’s tracking codes on your website
  • Set up goals and custom reports
12
Test thoroughly:
  • Verify all migrated data and functionalities
  • Test workflows, forms, and integrations
  • Conduct user acceptance testing
13
Train your team:
  • Provide comprehensive training on HubSpot to all users
  • Create standard operating procedures for using HubSpot
13
Go live:
  • Switch over to HubSpot as your primary system
  • Monitor closely for any issues
14
Post-migration optimization:
  • Gather feedback from the impacted teams and users
  • Fine-tune processes and workflows
  • Continue to optimize your HubSpot setup

Ready to Use Macro's Extensive HubSpot Expertise?

Let’s get your free consultation started!
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Learn More about HubSpot

Macro’s award-winning team can support teams like yours, who need extra hands and brains to run marketing operations. Deliver better results from HubSpot with our help.
Hubspot Consulting

Macro’s award-winning team can support teams like yours, who need extra hands and brains to run marketing operations. Deliver better results from HubSpot with our help.

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Hubspot Implementation

Macro, a certified HubSpot partner with capabilities in North America, EMEA, LATAM and APAC, has done over 100 HubSpot implementations without any business interruption.

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Hubspot Optimization

Macro’s award-winning HubSpot Partner can support marketing teams like yours to make the most out of your HubSpot subscription.

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