Highrise to HubSpot Migration Process

Migrate from Highrise to HubSpot CRM with Ease A Unique Users' Guide

TABLE OF CONTENTS Why migrate to HubSpot?

What is CRM data migration?

Self-Service Migration Guided Self-Service Migration Custom Migration What do custom needs include?

Get secured Estimate migration price

WHY MIGRATE YOUR DATA TO HUBSPOT? First, let’s start with why you would be moving from Highrise to HubSpot. There are some reasons why a company would choose to switch from a CRM like Highrise to HubSpot. Check out some of its features below:

Offers a 360-degree view of the clients’ data – pulling from the customer profile, the dashboard shows the vital details and organized timeline of your interactions and deals with prospects Capable of linking with tools you’ve used to keep track of information and to eliminate the additional tasks of logging interactions into CRM Receives and secures important data from social media profiles to help fully understand customers’ demands Includes 23 integration choices with the ability to smoothly cooperate with the HubSpot Marketing Platform and Sidekick Chrome extension HubSpot CRM is free forever with an opportunity to store as many as 1,000,000 contacts, companies, deals, and tasks.

WHAT IS CRM DATA MIGRATION? 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 Highrise to HubSpot, we mean 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.

MIGRATE YOUR DATA IN 3 DIFFERENT WAYS USING TRUJAY'S SERVICES

SELF-SERVICE MIGRATION

GUIDED SELF-SERVICE MIGRATION

CUSTOM MIGRATION

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 SELF-SERVICE In case you’ve reviewed our self-service tool, but you don’t want to use the self-service 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

CUSTOM MIGRATION 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.

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/.

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 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.

ESTIMATE THE MIGRATION PRICE Visit our online Self Service estimator 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.

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