Two of the most popular CRM (customer relationship management) platforms on the market include Salesforce and HubSpot. Notably, Salesforce earns recognition for its robust features and scalability; meanwhile, affordability coupled with user-friendliness characterizes HubSpot. Consider switching from Salesforce to HubSpot; however, ensure a successful migration by executing several crucial steps. The following is your instructive guide: 1. Your migration must be planned. Initiate the process by formulating your migration plan: determine the data to be migrated; strategize on methods for its efficient transfer - this could involve a phased approach, batch processing or real-time transmission– and set a specific timeframe—preferably one that minimizes disruption—for executing the migration. Consider these factors in the planning of your migration: What specific data are you intending to migrate? It's crucial to acknowledge that not all data holds equal significance: certain pieces of ...
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