CRM Data Migration

Customers frequently say that switching CRM systems is painful and not worth it despite the potential gains.

The goal of the team at Lloyd Solves is to dispel that myth and make it simple for you to migrate your data and use our CRM. Our team successfully transitions clients from various CRM platforms to HubSpot while causing the least disruption to their organizations.

Regardless of your sector or present tool, our team of professionals and tested process for transferring your CRM data into HubSpot will work for you.

What is the first step?

Migrate your data AND your data structure

Do you lack the knowledge or time to complete the task because your data is too complex to put into a .csv file? Don't worry; we provide a service where we migrate your data on your behalf.

To properly migrate your data into HubSpot, we use a 4 step method.

Audit current system and architecture: We will audit your present CRM systems and data, identify any data that needs to be moved, and offer recommendations for any necessary cleanup.
Create an import strategy: We will create a plan to move your data into HubSpot, map your data to your new HubSpot process, decide on a technical migration strategy, and establish a timeline.
Migration test: Before moving all your data, we'll run a test to ensure that HubSpot has everything complete and accurate.
Complete migration: When we are prepared, we will complete the migration. Your data will be available for usage in HubSpot!