HubSpot CRM Migrations

It's critical to get CRM data migration right.

We’re systems and process experts. We have deep experience across a number of platforms and are able to make objective recommendations based on our assessment of your needs.

Engaging’s experience in media planning has increased our online uptake by 30% year on year. Incredible job.

Brett Walsh
Aircalin

Data migration is a serious business consideration. When executed poorly, it can cause frustration and, potentially drive business decisions made on incorrect data.

We have done many data migrations and have a proven phased approach that leads to success.

For these projects to be successful, they need:

  • Existing process review, analysis and refinement
  • Existing technical system and data review, analysis and refinement
  • Seamless integration across all relevant technical platforms
  • Robust training systems and collateral
  • Change management plan
  • A strong internal team of process owners and the ability for you to manage and improve these systems yourselves on an ongoing basis
  • This is a long term project, long term projects require ongoing executive commitment.

Some of the key benefits & improvements for your business are:

  • Single view of your customer
  • Transparent reporting across all areas of the business, which allow your regular decision-making processes to be more strategic, accurate & ultimately effective
  • Enhanced performance reporting & management
  • Streamline processes – don’t lose data!
  • Remove duplication of systems & processes
  • Remove manual processes.

Partner with us

We can’t fix your printers, but we can help you resolve software-based technology challenges.  Contact us for a friendly chat on boosting your agency’s capabilities.

 

 

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