What Happens if You Dont Review Hubspot Migration

five HubSpot Migration Mistakes You lot Don't Want to Brand

The benefits of marketing automation are well known in the digital marketing community. In fact, the chances that your digital team is not using any marketing automation tools are pretty depression. Co-ordinate to Social Media Today, 75% of businesses are using marketing automation tools.

These tools make smaller marketing teams more efficient, but as your company expands, y'all will need to shift from tools to a more advanced platform. With a marketing automation platform, you lot'll not merely proceeds a high-level view of your strategy but also greater insights across all campaigns and tools, which will enable you to optimize your digital marketing efforts and better authorize leads.

Those who have already adopted an stop-to-end marketing automation platform such every bit HubSpot CRM will most likely tell yous - "Practise it, it will salvage you and your team and then much time in the future". But the keywords here are "in the time to come" because the truth is that the migration process can be messy, disruptive, and last longer than expected.

But don't let costly mistakes shoot yous in the foot earlier getting started! Hither are 5 common mistakes that must be avoided when migrating to HubSpot or any other marketing automation platform.

1. LACK OF CLEAR Project Buying

The migration process is a complex project. There volition be many moving parts and tight deadlines to meet, which is why it's then like shooting fish in a barrel to lose sight of the big picture show. This is where a project owner comes into play.

The project possessor will exist in charge of setting clear goals and responsibilities, onboarding all relevant team members, and ensuring that the integration process is successful.

Tip: One of the best ways to ensure the HubSpot migration projection is successful is to adopt a smarketing strategy. Smarketing, sometimes also called RevOps, is the process of adjustment the sales and marketing procedures, ultimately integrating them into one approach with the aforementioned goals. A smarketing playbook is one of the tools that will assist the migration project owner align the sales and marketing teams. The playbook enables streamlined communication and handoffs betwixt all sales and marketing members, simplified lead opportunity management, improved conversion velocity, and more.

2. Making The HubSpot Migration A Marketing-Simply Project

While the project owner will likely be a marketing team member, the migration to a new platform should not be a marketing-simply project. The team involved in the integration should include representatives from all the teams that used the previous system(s) that will exist integrated into the new platform. Without their inputs and buy-in, your new marketing automation strategy will accept serious gaps, and the overall migration process will probable exist prolonged.

In many companies, it'south common to have representatives from marketing, sales, business development, and direction on the migration team.

3. MIGRATING WITHOUT A Clear Mapping Strategy

You can't run before you lot walk! If yous launch the data migration process without checking these boxes, your HubSpot CRM volition not be able to achieve the goals you've set:

• Map and marshal the properties, along with their predefined values
• Visualize and build the RevOps period for both Online and Offline sources
• Plan out the automation and assignment rules

Basically, you lot want to prepare your field names, their values and who should be receiving new information every bit it comes in. There is no way to map out your flows that they will answer every hereafter scenario, but y'all can map out the present scenarios clearly and create a stiff foundation to build from.

"Requite me half-dozen hours to chop down a tree, and I volition spend the first four hours sharpening the axe."

4. MIGRATING MESSY DATA

Warning : I strongly feel this is the most important role of data migration - and it'southward as well usually the lengthiest! If y'all dream of enjoying a make clean, organized, and useful marketing automation platform one day, DO Non skip this section.

There is no way to overemphasize how important information technology is to make clean your data records before importing them into your new marketing automation platform. Your CRM's health is only as good as the messiest slice of data information technology contains.

But where should you get-go? First, first by checking for contact and company duplicates. For example, HubSpot CRM automatically detects duplicate records and organizes them in 1 identify for your review.

In addition to indistinguishable cleanup, you should review unresponsive email addresses equally well equally bounced and hard-bounced. Removing them will help you lot focus your email marketing efforts on those who accept true customer potential.

Tip: Adopting a sunset policy to remove unengaged contacts will help your marketing squad ensure that the focus remains those who want to hear from your visitor.

5. INDIFFERENCE TO Information Loss

1 of the common pushbacks to system migrations is the fright of losing data, but there are a couple of all-time practices y'all tin can take to ensure that your data is transferred in its entirety:

1. Data backups - storing your data offline tin can salvage yous from some large headaches down the road. Merely what'south of import to call back here is that since you will probably not be migrating all of your data at once, frequent data backups should be carried out. Yous could even fix automated data exports every day so that y'all take one less thing on your mind.
2. Simply upload clean lists - uploading messy lists can corrupt the information entering your organisation, and important pieces of information volition be lost.
3. Transferring GDPR subscription information - what are a 1000000 email addresses worth if y'all can't legally communicate with the leads? Not a whole lot. This is why it'southward important to ensure that each and every atomic number 82'southward GDPR subscription information is carried over from system to system.
4. Carry out spot checks - imagine thinking you're washed with the unabridged migration projection only to discover that your CRM is messy, disorganized, and useless. To say the least, yous would accept a few regrets - and one would certainly be that you didn't check your work throughout the migration process. With frequent spot checks, y'all'll exist able to detect issues before they become out of control.

Gear up To Get-go The HubSpot Migration Process?

I didn't recollect so. Migrating your company's information is definitely intimidating and comes with a lot of responsibleness.

This is where the benefits of partnering with an experienced B2B marketing bureau experienced in complex projects really shines through. Such a partnership not only ensures that the job volition be done correct but it also gives your team more time to focus on their ongoing marketing initiatives.

At Penguin Strategies, we execute these projects on a daily basis and take a dedicated marketing platform migration team. From our years of feel with information migration projects, we've adult a systematic process and are familiar with the leading marketing automation platforms - HubSpot CRM, Marketo, Eloqua, and more than.

If yous're wondering which marketing automation platform is right for your company or take whatever other questions related to a arrangement migration project, nosotros can help! Feel costless to drop us a line.

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Source: https://www.penguinstrategies.com/blog/5-hubspot-migration-mistakes-you-dont-want-to-make

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