COPPER TO HUBSPOT: HOW-TO GUIDE
TABLE OF C O N T E N TS
Copper vs HubSpot Copper HubSpot integration What is CRM data migration? Self-Service Migration Guided Self-Service Migration Custom migration Get secured Estimate migration price Final notes
CO P P ER V S HUBSPOT
Copper is an online CRM platform that is strong and easy-to-use. It has an intuitive interface and extensive tools for productivity and collaboration that can maximize consumer experiences and increase the efficiency of your strategies for sales and marketing. In addition, with its API features, Copper also provides a highly flexible and configurable interface. The winner of the Finance Online2019 Best CRM Award is HubSpot CRM. It has a free CRM platform that provides a powerful range of tools for engaging clients and managing operations related to CRM. From website traffic to landline calls, HubSpot takes care of all customer engagement platforms. It is easy to use and can also integrate with other business systems. According to Software Advice, Copper has 421 reviews and a rating of 4.36 / 5 vs HubSpot CRM which has 2648 reviews and a rating of 4.51 / 5.
COP PE R’ S FE AT UR E S : Gmail Chrome Extension G-Suite Integration Email Open Tracking Email Templates Bulk Email Sending Native Mobile Application Meeting Scheduler Task Automation Basic Reporting Sales Forecasting Activity Reporting Lead & Activity Insights
HUBSPOT’S FEATURES: Customize views Deal and Task Board HubSpot Marketing Synchronization Drag and drop Communicator Email integration Phone Integration Website Integration Website visitors Email Connections Sidekick Integration CRM Details Templates, Tracking, and Scheduling
COPPER HUBSPOT INTEGRATION
IntegrateHQ links every data or device directly to HubSpot, including Copper CRM. As the first specific HubSpot middleware, we have a transparent background and a deep understanding of our HubSpot integration ventures. We designed IntegrateHQ to suit any kind of customer. If you have no expertise or a good understanding, our middleware adapts to any degree of technological skill. Our integration history is stealthy, as we worked with Dell Boomi, Workato, and Bedrock Info. Hubspot wins on integrations with over 200.
W H A T IS C RM DA TA MIG R AT IO N? Let’s make sure we are on the same page and have the same response to the “What is a CRM migration?” question. Does it mean that businesses considering a CRM migration strategy need to migrate their current CRM to a new software infrastructure in its entirety? In fact, data is what transfers from an old CRM to a new one: customer records of companies that hold the real value of business in any CRM solution. And what we mean when we speak about CRM migration from Copper to HubSpot is the transition of data from one CRM platform to another. So, if anyone asks you what CRM migration is, you know the answer: a data migration plan is all about it. The legacy CRM remains as it is, and it copies its data to a new CRM system.
SELF-SERVICE MIGRATION
Trujay’s Self-Service tool is an automated migration that migrates customer data for you, so you don’t have to lift a finger. We bridge the gap between almost all CRM data migrations, including Highrise and HubSpot. Perform the data migration process on your own with Trujay’s Self-Service Wizard. The main features of this option are: Free Sample Migration Cost-conscious migration Quick turnaround Objects and users matching Automated migration process
How Self Service Migration Works
1. Choose your current and future CRM platforms 2. Enter all required credentials 3. Modify the objects you want to migrate 4. Start Free Sample Migration 5. Evaluate results and launch the Full Migration
GUIDED SELFSERVICE MIGARTION
In case you’ve reviewed our self-service tool, but you don’t want to use the selfservice tool on your own, we have your back. Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, visit our Guided Self-Service Migration and get in touch with our experts at sales@trujay.com. Characteristics: Cost-conscious 5 hours of expert support Less time-consuming Personal account manager Automated migration process
Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process.
CU S T O M M I G R A TI O N
Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features: Higher cost Almost no limitations Very low involvement Personal approach Little to no time consumed Pre/Post-migration validity Automated migration process You can find the difference between Self-Service Migration and Custom Migration here and more useful information in our blog - https://trujay.com/blog/.
E S T I M A T E T H E M I G R A T I O N P R I CE Visit our online Self Service estimator https://app.trujay.com/estimator/wizard/398a3e708de098a39c0fbe1 460ef2acbd43e3d11 to estimate the cost of your Self Service Migration from Copper to HubSpot. The estimate depends on how many records you have. You can do it to get an estimate on an automated migration or for custom migration. However, the estimate is not your final migration cost. Final costs are subject to change. The estimator is used to get you the most accurate possible quote.
GET SECURED Create a backup plan to eliminate any data loss before data migration from Copper to HubSpot. You may use Trujay’s Data Backup https://backup.trujay.com/ to make your data secure. You can create a sample data backup to see how the service works. The backup process is based on an API request and can take from 5 minutes to several hours, as it depends on your data set and your system’s peculiarities.
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