Grow Your business through digital media HubSpot CRM Migration & Integration Services

A CRM migration typically involves a one-time movement of data from one CRM tool to another. This is often the preference when permanently moving from an old CRM to a new one. A CRM integration seeks to connect two tools so that data can be shared from one to the other on an ongoing basis. This is useful if you plan to keep using both tools moving forward.

HubSpot’s CRM works optimally with all of the other HubSpot tools — such as sales, marketing, and support. However, it also integrates with many popular marketing and sales software; and our specialists will gladly set them up to work together.

No. All of our certified HubSpot experts, account managers, copywriters, strategists, and designers/developers are full-time Bluleadz employees.

We do everything within our control to ensure that you work with the same dedicated specialist throughout the duration of your project. However, if for any reason that needs to change, you will still get someone who will be fully updated on the process of your CRM migration and integration to ensure seamless collaboration and successful completion.

Our standard onboarding process is between three to five business days. However, this can be expedited based on any possible time-sensitive needs you may have.

There are a few things that can delay the completion of a CRM migration or integration project.

This includes things like:

• Delays in getting access to data files or CRM logins.
• Errors in the formatting of an integration/migration table document.
• Incorrect project scope.

Most of the businesses we work with are in the B2B SaaS, cloud, IT, manufacturing, and professional services industries. That said, our approach is industry-agnostic at its core and we’ve worked successfully with other industries.

This depends on your specific business needs and the amount of support you’ve purchased. However, you can get a basic setup completed within 10 weeks.

Each week, your CRM migration and integration expert at Bluleadz will review what’s already been completed and go over the next steps. You will then have time to discuss your specific concerns that may arise during the remainder of the migration and integration process.

We don’t outsource anything, so your entire team is always in-house. Our pricing is flexible to fit your budget and your goals. You’re never stuck in long-term contracts – we collaborate with clients on a month to month basis. And we take a holistic approach to transforming all aspects of your business – marketing, sales, and customer service.