Stop Fearing Your CRM Migration. Start Mastering It.
We execute complex HubSpot migrations from Salesforce, Microsoft Dynamics, Oracle, and more. Our meticulous process guarantees data integrity, preserves history, and minimizes downtime. Engineered for your peace of mind.
The High Stakes of a Complex Migration
A flawed migration doesn't just move bad data; it breaks processes, erodes trust, and stalls growth. Understand the risks we mitigate.
Data Corruption & Loss
The danger isn't just losing records, but also the relationships between them. Broken associations between contacts, companies, deals, and historical activities lead to a critical failure of institutional knowledge, making accurate reporting and targeted marketing impossible.
Hidden Costs of Failure
The true cost extends far beyond the budget. It's a composite of sunk internal hours, the expense of a corrective migration, and the opportunity cost of delayed initiatives. A significant portion of our work involves rescuing projects initiated by others.
Operational Downtime & Poor Adoption
A technically flawed data transfer is catastrophic for daily operations. If the new system is perceived as untrustworthy from day one, teams will reject it, defeating the entire purpose of the investment and leaving you with the same inefficiencies you sought to eliminate.
Our 'Built for Complexity' Migration Service
This isn't just a data transfer. It's the re-architecting of your revenue operations foundation. Our white-glove service is built on three pillars of certainty.
Meticulous Planning & Auditing
Flawless execution is born from meticulous planning. We start with a deep, forensic audit of your source CRM to create a comprehensive Migration Blueprint, eliminating surprises and ensuring total alignment.
Flawless Technical Execution
With over a decade of experience and proprietary scripts, we don't just move records; we preserve the full context of your business history, guaranteeing data integrity through rigorous validation cycles.
Our Meticulous 4-Phase Migration
We demystify the migration process with a proven, transparent methodology. Select a phase to see how we transform a complex undertaking into a structured, predictable journey.
Audit & Strategic Planning
In-depth stakeholder interviews, process mapping workshops, and a deep-dive technical audit of your source CRM's data structures, objects, and automations.
Migration Audit & Cutover Plan: The master blueprint detailing scope, data mapping, timelines, risk mitigation, and a cutover schedule for minimal disruption.
Technical Configuration & Data Mapping
HubSpot portal coordination (users, roles, pipelines), creation of custom properties, and building the custom data mapping, validation, and deduplication scripts.
Data Mapping & Validation Scripts: The custom-coded intelligence that ensures your data is cleaned, transformed, and loaded correctly and consistently into HubSpot.
Phased Execution & Validation
Primary data migration into a sandbox environment, followed by multiple, structured User Acceptance Testing (UAT) cycles with your key users for feedback and refinement.
UAT Cycles & Change Management Plan: A fully validated and approved dataset.
Final Cutover
Execution of the final 'delta' sync during a low-impact window, followed by a period of post-launch 'hypercare' support.
Full Data Set & Support: A fully migrated data set, comprehensive documentation, and the peace of mind that comes with ongoing expert support.
The 'Built for Complexity' Advantage
When the stakes are high, expertise is non-negotiable. See how our specialized, risk-averse approach compares to standard or DIY methods.
Frequently Asked Questions
Our process is designed for minimal disruption. The final data sync occurs during a pre-agreed, low-traffic window (e.g., a weekend). The actual period of inaccessibility is typically limited to a few hours, not days, all detailed in your Cutover Plan.
We perform a full audit of your automations. We then rebuild the business logic natively in HubSpot using its Workflow engine. For highly complex logic, if you have the license, we leverage Operations Hub Enterprise to write custom-coded actions, ensuring no functionality is lost.
Yes. And, we can help. Best practice includes merging duplicate records, ensuring records include all critical properties, and associations are in place. Time spent up front ensures you start in HubSpot with a clean, reliable slate.
Security is paramount. We use secure, encrypted API connections for most of our data transfers. In some cases, we will export/import records. Your data is never stored on intermediate servers. Our processes are designed with a safety-first mindset.
Ready to Move to HubSpot with Confidence?
Don't let complexity create uncertainty. Partner with the specialists in migrations others can't handle. Let's architect your seamless and secure transition.
Book a Free Migration Scoping Call