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Common HubSpot Migration Mistakes to Avoid

Common HubSpot Migration Mistakes to Avoid


Mallory Fetchu
February 23, 2024

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Migrating to HubSpot can be a transformative step for your business, promising a consolidated platform for marketing, sales, and customer service. However, this journey comes with its share of challenges. In this article, we'll look at the seven most common mistakes you can make during a HubSpot migration, and we’ll show you some strategies you can use to steer clear of those pitfalls.

The Importance of a Smooth Migration Process

Before we get started, it’s important to explain why it’s crucial for your HubSpot migration process to go as smoothly as possible. A HubSpot migration marks a strategic move for businesses seeking streamlined operations. It consolidates customer data, communication channels, and marketing efforts under one roof. You can measure the success of a HubSpot migration by its impact on daily operations. A seamless transition minimizes disruptions and maximizes the platform's potential. 

7 HubSpot Migration Mistakes

Throughout our experience assisting clients with their migration from various platforms to new tools, we've encountered several recurring challenges. These issues often stem from underestimating the complexity of migration, overlooking the need for comprehensive data cleanup, and neglecting thorough integration testing. Each migration scenario presents unique hurdles, but learning from these common pitfalls can pave the way for smoother transitions in the future.

1. Lack of Proper Planning

And anyone who’s started a project without a solid plan knows all too well that it often ends up taking much longer, costing much more, and creating far more roadblocks than it needs to. It can be tempting to just jump right into the work without spending extra time to plan ahead. But a comprehensive plan sets the stage for success. And spending a little more time planning ahead can save you a lot of time down the road. Here are three key elements to consider in the planning phase of you HubSpot migration: 

  • Data Mapping: Imagine transferring data without a clear roadmap. Data mapping ensures a smooth transition by defining how information will be transferred to HubSpot. If migrating from another CRM, map fields such as contact information, deals, and interactions to HubSpot's equivalent fields.
  • Customization Requirements: HubSpot's power lies in its customization capabilities. Identify the need for custom fields, workflows, and automation tailored to your business processes. For example, you can customize HubSpot's lead scoring to align with your unique criteria for identifying qualified leads. You can also create custom fields to match up with properties that are not out-of-the box fields in HubSpot. 
  • User Training: Equip your team with the skills needed to leverage HubSpot's features effectively. A well-trained team maximizes the benefits of the platform. Conduct training sessions focused on specific roles – from sales reps managing leads to marketers creating campaigns.

2. Insufficient Data Cleanup

The phrase "garbage in, garbage out" holds true in data migration. Clean data ensures accurate insights and streamlined operations. To illustrate that point, here are three common sources of dirty data that can bog down your HubSpot migration process and what steps you should take to remedy them:

  • Duplicate Records: Duplicate contacts and deals can muddy the waters. Identify and merge duplicates to maintain a clean database. Utilize HubSpot's duplicate management tools to identify and merge duplicate records during migration.
  • Inconsistent Data Formats: Standardize data formats to prevent confusion. Consistency is key for effective data analysis. Before migration, ensure that date formats, naming conventions, and other data elements follow a standardized structure.
  • Missing or Incomplete Information: Incomplete data can hinder segmentation and personalization efforts. Fill in the gaps before migrating. Implement data enrichment tools to augment missing information, ensuring a comprehensive dataset.

3. Ignoring Integration Considerations

HubSpot thrives on integrations, linking diverse systems for a cohesive experience. Ignoring integration considerations can disrupt workflows. To make sure your migration goes as smoothly as possible, it’s vital to take any integration considerations you may have into account. Here are three common pitfalls you can face with integrations:

  • Inadequate Testing of Integrations: A seamless flow of data between HubSpot and other tools is vital. Thoroughly test integrations to identify and resolve any issues. If integrating with a CRM, conduct extensive testing to ensure lead data seamlessly syncs between platforms.
  • Failure to Update API Connections: APIs are the lifeblood of integrations. Ensure APIs are up to date to avoid disruptions in data flow. Regularly check and update API connections to maintain compatibility with evolving software versions.
  • Overlooking Third-Party App Compatibility: HubSpot's App Marketplace offers a plethora of tools. Ensure compatibility with existing apps to maintain a smooth workflow. Before migration, consult the App Marketplace to verify the compatibility of your favorite third-party tools with HubSpot.

4. Underestimating Time and Resources

There’s an old saying about gathering firewood for outdoor survival: Collect as much as you think you need, and then collect three times as much. That mindset can easily apply to HubSpot migrations. The bottom line is that people almost always underestimate how much time and resources they’ll actually end up needing. To prevent this make sure you set realistic timelines to avoid hasty decisions.Here are a few ways to do that:

  • Internal Team Involvement: The success of migration relies on internal expertise. Involve key team members from sales, marketing, and IT in the process. Designate a migration team with representatives from each department to ensure all perspectives are considered.
  • External Support or Consultants: If in-house resources are stretched thin, consider external support. Consultants bring expertise and efficiency to the migration process. Collaborate with a HubSpot Solutions Partner for expert guidance tailored to your business needs.

5. Neglecting User Training

Maximizing HubSpot's extensive features requires tailored user training, which is pivotal for a seamless migration. Without dedicated training sessions, there's a risk of not fully leveraging HubSpot's functionalities, leading to potential missed advantages. Tailoring training for different user roles ensures each team member can efficiently use the platform to its full potential, enhancing overall productivity and effectiveness in your HubSpot ecosystem. Here are some 

  • Sales Teams: Focus on lead management, deal tracking, and using HubSpot's Sales Hub features for efficient pipeline management. Conduct hands-on workshops for sales reps, showcasing how to use HubSpot's lead scoring to prioritize leads.
  • Marketing Teams: Emphasize campaign creation, email marketing, and analytics tools available in HubSpot's Marketing Hub. Provide training on creating automated email campaigns and using analytics dashboards to measure campaign effectiveness.
  • Customer Support Teams: Train on ticketing systems, customer engagement tools, and collaboration features in HubSpot's Service Hub. Simulate customer support scenarios, demonstrating how to use HubSpot's ticketing system for efficient issue resolution.

6. Lack of Post-Migration Testing

Completing a HubSpot migration is just the beginning; what follows is crucial post-migration testing to ensure everything functions as expected. This step is vital for spotting and rectifying any issues that might have arisen during the data transfer. Thorough testing across various areas guarantees that the migrated data aligns with your operational needs and that your HubSpot environment is optimized for performance. Here are three key areas to test after your HubSpot migration is complete:

  • Data Accuracy: Verify that all data has been accurately migrated. Conduct sample checks and compare migrated data with the source. Cross-reference a sample of contacts and deals in HubSpot with the source system to ensure data integrity.
  • Workflow Automation: Test and validate workflows to ensure they function as intended. This includes automated email sequences, lead scoring, and other workflow components. Set up test scenarios to simulate common workflow triggers and confirm that automated actions are executed correctly.
  • Integrations: Confirm that integrations with external tools or systems continue to work seamlessly post-migration. If integrated with a customer support platform, test the synchronization of support tickets between HubSpot and the external system.

7. Not Having a Rollback Plan

Even with thorough planning, it's wise to prepare for the unexpected by having a rollback plan. This acts as a crucial safety measure, offering a way to revert changes if you encounter any significant issues post-implementation. It's about ensuring continuity and stability in your operations, providing peace of mind in your migration strategy. Some of the most valuable components of an effective rollback strategy are solid data backup procedures.Regularly back up data throughout the migration process. This ensures that even in the worst-case scenario, you have a recent snapshot to revert to. Implement automated backup tools to create regular snapshots of your HubSpot data.

As you embark on your HubSpot migration journey, remember that success lies in the details. A well-crafted plan, backed by thorough research and preparation, can turn potential challenges into opportunities for growth. The power of HubSpot unfolds when every aspect of the migration process is approached with care and precision. Need help with your HubSpot migration project? Check out our process.

HubSpot

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