migrate to hubspot

Successfully migrate your data to HubSpot CRM

Maintaining data quality is fundamental to building sustainable growth. We support companies in migrating their teams and data to the HubSpot CRM, regardless of their current system. We are confident that this migration will ensure better data management and healthy, long-term growth for your business.
OUR STEPS

Our process

Here are our 4 successive phases of work. Average time: between 3 and 7 weeks.

1

Audit

Audit your existing database

2

Design

Design of the new Mapping

3

Implementation

Operational implementation

4

Training

Training your team
Audit

Analysis of your current database (Pipedrive/Excel/Selly/Airtable...)

The first step is to analyze your current data and understand your future business challenges. How do you qualify an MQL? What information is required to properly segment an SQL? How is your pipeline organized? What are your most time-consuming tasks? Our audit will provide answers to all these questions.

Mapping

Map the lead processing funnel from A to Z (from acquisition to reporting)

Visualizing your new funnel is essential. It allows you to understand at a glance all your acquisition sources, the various stages where marketing and sales teams intervene, nurturing loops, and more—in short, the very heart of your business.

Installation

Deployment of each offer

Once the mapping is validated, our team handles the implementation of all HubSpot features, customizing every aspect to fit your business. We take the time to explain each feature we implement so you fully understand the ins and outs of your new tool.

Training

Custom training led by your consultant

Having a well-configured CRM is a great start, but it isn't everything. A CRM is a tool that you need to know how to use and, above all, maintain properly. Ensuring your team fully adopts these new workflows is essential. Our team will conduct one or more workshop-style training sessions to ensure all your employees are comfortable with the tool.

Yes!

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So are we working together?