HubSpot CRM Migration for B2B Companies

Our Approach

Migrate to HubSpot with peace of mind

Many companies have spent years building up data, automations, and workflows in their current system.

We know there’s a lot at stake, which is why we plan the migration thoroughly from the very beginning. We handle the entire process—from analyzing your existing CRM to data migration, setup, and deployment of HubSpot—so you can pick up right where you left off.

HubSpot Platinum Solutions Partner

We migrate from most CRM systems

Among other things, we help companies migrate from:

Salesforce
Microsoft Dynamics 365
Pipedrive
ActiveCampaign
Zoho CRM
SuperOffice
Sugar CRM
Microsoft Excel

Of course, the list above is just a selection of the systems we migrate from. If you use a different system, we’ll work with you to determine the best migration strategy.

Analysis of the Existing CRM System

We'll review your current CRM, data model, and sales processes to plan the migration.

Data Migration

We migrate contacts, companies, deals, activities, and other data to HubSpot.

Data Mapping

We ensure that fields, properties, and objects are mapped correctly between the systems.

Sales Processes

We rebuild pipelines, lifecycle stages, and workflows in HubSpot.

Automation

We evaluate existing workflows and build similar or improved automations in HubSpot.

Integrations

We integrate HubSpot with ERP systems, financial systems, marketing tools, and other business-critical systems.

Growth Platform

Part of your growth platform

A well-functioning CRM is the foundation upon which the rest of the growth platform is built.

When your data is properly structured and processes work seamlessly across sales, marketing, and service, you can work strategically with your pipeline, automation, and reporting.

We ensure that HubSpot is set up correctly from the start, so that the migration becomes a boost for the entire business.

Analysis & Planning

We’ll assess your current CRM, data, and workflows and identify what needs to be moved, what needs to be restructured, and what can be improved along the way. Based on this analysis, we’ll develop a concrete migration plan with a timeline and assignment of responsibilities.

Analysis

Project Plan

Data Mapping

We determine how data should be structured in HubSpot and identify which fields, objects, and processes need to be set up. We ensure that nothing is lost during the transition between systems and that the data structure supports your workflows going forward.

Data Mapping

Test Migration

Before the final migration, we conduct a test migration to validate data quality, structure, and functionality. We identify and correct errors during the test phase to ensure that the final go-live proceeds without any surprises.

Quality Test

Training & Support

We train your users on HubSpot, tailoring the training to the specific roles and workflows within your organization. And, of course, we’re available to provide support during the initial setup phase to ensure your entire organization gets off to a good start.

Training

Ongoing support

Implementation & Go-Live

We’ll complete the final migration, configure HubSpot, and ensure that the solution works properly from the start. We’ll follow up shortly after go-live to address any necessary adjustments before concluding our collaboration.

Implementation

Go-Live

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1 Analysis & Planning

2 Data Mapping

3 Test Migration

4 Training & Support

5 Implementation & Go-Live

"We've strengthened the collaboration between sales and marketing, and we've gained a much better understanding of the various mechanisms that need to be in place to create value for us."

Bibi Mørkhøj

European Marketing Manager

In most cases, yes. We review your current system and assess which historical data can be migrated and in what format. The scope depends on the current system’s export capabilities and the quality of the data. We’re always transparent about what can be migrated before the project begins.

Workflows can rarely be transferred directly from one system to another, but we rebuild them in HubSpot—often in an improved version. We review your existing automations, assess which ones make sense to recreate, and identify whether there are new opportunities you weren’t taking advantage of in the old system.

In the vast majority of cases, the answer is yes. HubSpot has a broad ecosystem of native integrations for ERP systems, financial systems, and marketing tools. If you have integrations that aren’t directly supported, we’ll assess how best to recreate them using HubSpot’s API or third-party tools like Make. We’ll map out your integrations early in the process to ensure there are no surprises along the way.

It depends on the volume of data, the complexity, and the number of integrations. A simple migration can be completed in a few weeks, while complex setups with many integrations and large volumes of data typically take two to three months. We always draw up a detailed migration plan with time estimates before the project begins, so you know exactly what to expect.

Our Prices

Find the solution that best fits your needs

We work with companies in a wide variety of situations. Some companies already have processes, systems, and activities in place that need to be optimized and built upon. Others are starting from scratch and need to establish a more structured approach from the beginning.

That’s why we’ve compiled our services and pricing so you can easily get an overview of what we offer and what it typically costs.