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.

EIO were an integral member of the project team in delivering the Federally funded Business Energy Advice Program (BEAP) by Business Australia. They supported the program with: • Built a middle ware application to collect customer data from the BEAP Kentico website and a third party provider • Created a survey form that collates customer data and outputs a detailed report on their energy efficiency and ways to improve • Automate the sending of reports to customers • Sync all data with HubSpot • Push relevant data to third party provider via API • Automate 12 month follow up survey and associated data sync

Anthony Cooper
Business Australia

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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