Insightly to Hubspot CRM Migration: Give Your Business a Fresh Look [+Video Inside]
For many businesses taking the next step to a new CRM platform may revolutionize it, helping to become more efficient, joined up and eventually increase sales. But when do you know it’s time to invest in a new CRM solution, and move away from an old one (e. g., Insightly to Hubspot CRM)?
According to CRM Industry User Research it was identified that the main reasons for the CRM switch are:
● previous CRM didn’t have enough features ● the solution was not longer evolving ● platform became too expensive ● the software didn’t support company size anymore ● CRM was too hard to use
Accordingly, if your company encounter some of the issues above, then you should keep your eyes open for the game-changer solution. So, let’s talk about how to make Insightly to Hubspot CRM migration smoothly as well as the upsides and drawbacks of mentioned platforms.
Insightly vs. Hubspot CRM: Strong and Weak Points ​
As both systems are ideal for small and mid-sized businesses, Insightly and Hubspot were introduced to CRM market in 2011 and 2015 respectively. Being a comparatively young software, they already offer some comprehensive features, like the following:
Insightly :
● The linking ability gives you an opportunity to connect related items together. In this case, you can move between the various records in the database fast and easy. ● Project Management features help you see the recent activity on any project as well as include task, pipeline, and email tracking. Also, you can get automatic deadline reminders via email and the option to create or measure milestones. ● The platform gives you an opportunity to manage tags that can be connected to projects, organizations, contacts and emails. It makes easier to find groups of records promptly, for instance by demographic info or industry. You can even set filters that narrow down the search options.
Hubspot CRM:
● Pipeline Tracking and Deal Dashboard tools stand out for the ability to monitor where things are going and how deals are progressing. ● Hubspot timeline allows you to manage your emails, notes, calls, and even website visits into one intuitive view. ● The software can easily integrate with Gmail and Google Apps, where you can send emails right from any contact with your platform. Furthermore, Hubspot connects with Google Calendar, which helps you see the scheduled meetings and set up new ones with a mouse click.
● Sidekick extension lets you receive real-time notifications as soon as the leads are engaging with your business. For example, you can monitor when the potential customers visit your website or open the emails.
s you can see, both platforms are full of compelling features that can boost the A performance of your organization as well as cultivate better relationships with your customers. However, as the platforms are at the dawn of their development, for now, they still face some limitations.
o, since every business owner has its faults, let’s figure out the shortcomings of S Insightly and Hubspot CRM systems.
Reporting tools
Even though Insightly offers few types of reports, many users admit that there are a very limited number of customizable ones. While other CRM platforms allow you to run analytics using all categories and metrics, Insightly’s tools are centered on opportunities and pipelines. So, if you feel that you need to analyze more data, than Insightly might not be an option for your company.
On the other hand, Hubspot CRM also doesn’t include custom reporting feature. However, if you are a Sidekick user, you can see valuable reports on the email templates you utilize for prospecting.
Integration Options
Insightly lacks some functionality in the integration with Google Apps. For example, if you don’t start your Insightly through Google Apps, later, the transition requires some efforts. Plus, there is no automatic email forwarding.
Based on the information above, Hubspot can connect with Google applications without any troubles.
Price matter
As to the costs, many customers consider Insightly as a reasonable solution. However, the free version comes with the limitation of users (up to 2) and other options. The following subscriptions start from $ 12 per month with the annual contract.
Thus, Hubspot CRM gets an advantage over Insightly, as the platform is free of charge forever.
By and large, even though the represented solutions have some cons, they are healthy choices that can bring your company on the road to success.
Hence, if you are looking for new and completely free CRM with user-friendly interface and winning design, then Hubspot is the way to go. Furthermore, as the new solution recently appeared on the CRM market and opened up more possibilities for the companies, many businesses consider the migration from Insightly to Hubspot.
Pre-Transferring Arrangements
CRM data migration is a relatively common project nowadays, but not an easy process. Appropriate planning and the right preparation steps are the keys to data switch success. So, here are some suggestions for the smooth and swift transfer:
● Organize your data. Try to eliminate all the redundant info and dupes before the process, so you don’t have to deal with unnecessary items after the migration. ● Get secured. It is highly recommended to create a backup and retain it even after the transfer is complete. In this case, you can prevent the business from any data loss. ● Inform the employees.Notify your staff about the change of the system and provide essential information as well as hold the meetings.
Switch from Insightly to Hubspot CRM With the Wet Finger
After the preparation steps are over, you can proceed with the actual transfer. So, there are two ways to complete data migration – manual and automated.
For example, you can choose to transfer data on your own with the help of files. However, keep in mind, that if you perform data mapping in the wrong way, it can undermine the final results. Moreover, in case you have to transfer any custom fields, it will most likely take a lot of time and efforts.
Another approach is to look for the tools, that can easily simplify the process of data transferring. At this point, you may certainly consider an automated migration system Data2CRM. The software is designed to help you move data from current CRM to new one fast, secure, and completely hands-off. Besides, you don’t have to worry about the interruptions of any business processes. Your source system will stay live during the whole migration as well as all the relations between the records will be restored.
Why to Choose Data2CRM For the Data Migration
Take advantage of automated data migration to assure secure and smooth Insightly to HubSpot CRM transfer.
The benefits of SaaS:
● Data security and Privacy. The service complies with the GDPR requirements. Therefore, the service excludes any possibility of the information loss. Besides, you can sign up a Non-Disclosure Agreement (NDA). ● Data Mapping. The users can map the modules and users by their own. Also, the system warns the users about the unmapped field and asks them to choose among the available options.
Some CRM systems do not support the custom fields. But, Data2CRM users can use the Service Packageto complete their data transfer. Pay attention to Data2CRM mapping FAQand get known how to provide it on your own.
● Users Mapping. Select the user of future CRM to assign the current CRM user’s data to it. Als, you can create a new user on the future platform. Then, reload a page to see the changes. ● 100% Uptime for Both CRMs. The service excludes the business delay during the CRM data import. ● Free Coding and Copy/Pasting. Data2CRM can help you to avoid the time-consuming work.
● Demo Migration. You can run a free Demo Migrationand check the SaaS in action. Data2CRM will transfer the limited amount of data and keep the relations between the records. ● No duplication. The service can help you migrate data without copies.
How To Migrate With Data2CRM
Now, it is time to left behind the doubts and let Data2CRM team implement your Insightly to HubSpot CRM migration.
Step 1. Visit Data2CRM Migration pageand log into your existing Data2CRM account or fill in your credentials to register the new one. Also, you can login via social network accounts.
Step 2. Select Insightly from the drop-down list and provide your API key. Or get known How to find Insightly CRM API Key.
Then select HubSpot CRM as your future solution and specify the email, password and the Hub ID (which you can find by going to your HubSpot CRM admin panel and selecting the right account (if you have several) and top right you’ll see the Hub ID number).
Step 3. Check out and map the fields you want to transfer. Once you are ready, start a free Demo Migration.
Step 4. If you are satisfied with Demo results, you can complete the Insightly to HubSpot CRM import by running a full.
Post-Migration Suggestions
Even the data transfer is complete, it is recommended to take a few more steps for better system implementation and configuration. First of all, you should check out if all the records were transferred to the appropriate places and find out if all relations are retained in the same way. Then you can enter company details, integrate mailboxes, distribute the access permissions and make other adjustments, if required. However, try to avoid any heavy customizations during the first period, because the end-user can be too puzzled.
Also, you should create the personalized workflow rules and fix up the specific filters for reporting tools. Finally, don’t forget about your employees after the migration process. You should continue to provide valuable information about the new solution. However, try not to give too many trainings at a time, because your staff can get overwhelmed. In this case, you may equip your workers with online tutorials, so they can reach them out in the process of need.
Bringing it All Together
Migration from Insightly to Hubspot CRM is a chance to uncover the new areas for your company development. Hence, as the process requires careful preparation and team coaching, you should take all the tips and tricks above to succeed.
So, switch a part of your real data into Hubspot CRM by yourself and run a free Demo Migrationor get in touch with our expertfor useful insights.