Migrating from Salesforce to HubSpot

With its advanced technology combined with its strategic approach to marketing, sales and service tools, many businesses are choosing HubSpot as their preferred CRM. 

Salesforce is another big player in the CRM industry with many businesses having started their CRM journey using the Salesforce platform. However, as HubSpot continues to add to its offerings, these businesses are asking if it is possible for them to make the switch from Salesforce to HubSpot. And the answer is: absolutely! 

HubSpot offers a complete Salesforce CRM integration that allows you to import records and data from Salesforce to HubSpot. 

Before we dive into the process of migration, let’s take a look at Salesforce and HubSpot and why the latter is becoming one of the most sought-after CRM platforms on the market today. 

About Salesforce

Salesforce is a California based tech giant and a leader in the Customer Relationship Management space. Having been a cloud pioneer for almost 20 years, the company has over $200 billion in valuation, over $10 billion in annual sales and over 150 000 customers across the globe.

The Salesforce suite is mostly used for start-ups and large groups and allows for great organisation and personalisation. And the platform offers a vast ecosystem of Artificial Intelligence, marketing tools and business intelligence. Essentially, the company is dedicated to providing its customers with top-class technology and this is what has made Salesforce an innovator in the digital transformation space. 

About HubSpot

HubSpot is a Boston-based company that was founded in 2006. Since its inception the company was aimed at marketers who were looking to generate high quality leads. HubSpot also theorised a methodology that was based on permissive marketing and the production of high-quality and customer centric content known as “Inbound Marketing.” The Inbound Marketing methodology offers a way for brands to reach their target audience with helpful content that is designed to drive action. With the success of this new strategic approach to lead generation, HubSpot launched a freemium CRM tool in 2014. The HubSpot CRM has since evolved (and continues to evolve) and has become a powerful marketing, sales and service tool. 

The company has grown substantially and as of February 2021, it surpassed 100 000 paying customers and reached $1 billion in annual recurring revenue, marking two of the most important milestones in the organisation's history. 

But what makes this platform so successful? It’s ever advancing technology, close-attention-to-detail and strategic outlook is what sets the platform apart from its competitors. As HubSpot understands the importance of customer satisfaction and preaches this in its Inbound Marketing methodology, the business is founded on the same customer-centric principles. 

And its approach to helping its customers, offering support and learning is what makes it stand out from the rest. This is why many businesses are looking to migrate to the HubSpot platform. 

Why Companies are Making the Switch

As a global digital transformation group. We have seen many scaling companies make the switch from Salesforce to HubSpot because they wanted to:

• Operate as quickly as possible, within minutes or hours as opposed to days or weeks
• Align marketing, sales and service departments by providing all teams with access to data from a single location
• Provide employees with training, support and world-class educational resources (HubSpot is dedicated to upskilling and supporting its clients)
• Allow IT and OPs teams to spend their time on revenue-driving projects as opposed to CRM systems
• Connect their company to critical business tools via HubSpot’s advanced integrations and APIs

The thought of switching software can certainly be intimidating, especially when migrating vast amounts of data. However, HubSpot understands this concern and has created a migrating process that results in zero loss in productivity across your business. Essentially, the benefits of making the shift outweigh the challenges.

How DXG Consultancy Can Help

As DXG, we are one of the largest HubSpot Partner Groups. Collectively, we provide the entire HubSpot product suite across CRM, Marketing, Sales, CMS, and Service. Our agencies have been recognised with Diamond or Elite Solutions Partner status which means our HubSpot knowledge, expertise and skill is unmatched.  

We will help you on your journey to seamless migration, helping you minimise any costs and interruptions to your business. Our team has the expertise to move your business from legacy software such as Salesforce to HubSpot with minimal disruption. Through HubSpot’s phased approach to migration, you will have both systems function while the migration process takes place, which results in zero productivity loss. 

HubSpot knows that you still have a business to run and has made the process as efficient, effective and seamless as possible. And we are here to help. Our strategic approach to migration means we increase margins, reduce operating costs and drive efficiencies at every organisational level. 

So, whether you have 100 employees or 10 000 employees, making the switch to HubSpot is worth it. 

About DXG

Based in the UK, France, Dubai, Spain and South Africa, DXG is a Group of four leading digital agencies and HubSpot experts with an unmatched global reach.

With our combined expertise, we have the skill and scale to solve any marketing and sales problem, for any organisation, anywhere in the world. Our Mission is to enable organisations to harness the power of digital transformation. 

Contact us today for all your digital transformation needs and grow your business - better. 

Get in touch with one of our HubSpot experts.