For your growing company that wants to expand its reach, there will be a time you outgrow your existing software and systems. Excel spreadsheets and legacy email systems simply can’t scale at a quick enough rate, which is why Hubspot’s simple, yet powerful, automation functions are a few of the (many) reasons you may be considering a migration.
Let’s get specific! HubSpot has five core products you could migrate your existing system into:
In today’s blog, we’ll dive into some of these elements to ensure you have an actionable HubSpot migration checklist and a successful transition.
Instead of throwing all of your contacts from your legacy system into HubSpot and creating a giant mess, consider these steps:
The Marketing Hub is designed with scalability and optimization in mind, so you may as well rebuild your content within the Marketing Hub. Try populating the existing templates (and there are quite a few) with your existing content, such as your marketing emails and landing pages. The drag-and-drop style editors are great for new users or those who are not familiar with modifying HTML code.
The main piece of migration for the Sales Hub is the migration of Deals. There are two methods to do this: importing them or rebuilding them. Pro tips:
At Prism Digital, we are big fans of a gradual migration, as opposed to a one-time process. Here’s how we’d do it:
As a CMS, your website is one of the main lifelines of your web presence. Having worked so hard to create strong search engine optimization (SEO) and build web traffic you’ll want to avoid the following pitfalls that may occur when migrating a CMS and website:
To avoid major errors, we would encourage you to evaluate whether or not this is a time for a new website build, or if you’re set on migrating your existing website over. If you’re migrating, we’d highly recommend hiring a company to execute the migration for you.
This way, when things don’t go as planned, you have a team of experts to call to bail you out! After all, every minute your website is down, you’re losing potential leads and customers. A highly trained team who has performed migrations in the past will know where the pitfalls are and can ensure a smooth transition.
Use a HubSpot implementation checklist, like this one, to create a plan, test the plan, perform the migration, and then monitor your progress to ensure you’re harnessing all that HubSpot offers.
If you need help with a migration, Prism Digital can get you the results you hoped for. Schedule a call today.