HubSpot Migration
without disrupting operations
Migrate all your data from the legacy system to the HubSpot Portal without hurting integrity.
Full compatibility
100% data accuracy
Tailored training
Claudia Słowik
Inbound Marketing Team Leader
@ Neoteric
Great Collaboration.
“With MAN Digital’s help, we migrated to HubSpot and implemented Revenue Operations.”
Michał Kowalski
Head of Marketing
@ The Software House
Perfect partner.
“They helped us with onboarding to HubSpot and made a big impact. Clear and concise communication.”
Michiel Faasse
ex- Managing Director
@ Expandior
Trusted by:
Problem
Poor HubSpot Migration is like opening a Pandora’s Box.
Incorrect data mapping mix-up customer records
Legacy workflows and processes don’t fit into HubSpot, causing hiccups.
Integrations break, stopping data from syncing with CRM.
Solution
Avoid the post-migration drama with RevOps experts.
Pre-migration planning
Before rolling things out, we analyze your current systems, data, and workflows - to see how to fit everything into HubSpot.
Quality assurance
We verify that all data, workflows, integrations, and functionalities have been correctly migrated and are working as expected.
Post-live optimisation
After migration, we fine-tune the HubSpot Portal setup based on usage and user feedback.
HubSpot Migration is a breeze with our proven process.
Business Requirements (Week 1)
We kick off by understanding your key goals and priorities for the migration with must-have features in HubSpot.
Data Mapping (Week 2)
We map all your legacy CRM objects and properties to ensure every custom field, and data point finds its new home in HubSpot.
Process Mapping (Week 2)
We dive into how your team currently works, from sales workflows to lifecycle stages. Then, we’ll redesign or refine these processes to take full advantage of HubSpot’s features.
Evaluate and Plan for Integrations (Week 3)
We audit your existing integrations and assess how they’ll fit into HubSpot. If native integrations don’t meet your needs, we’ll build custom solutions for you.
Build a Migration Plan (Week 4)
Our team will create a migration roadmap, with tasks, timelines, and dependencies. We’ll collaborate closely with your team, balancing strategy with technical execution.
Test Migration (Week 4-7)
We do a test migration with a small dataset to verify that data transfers correctly into HubSpot. We'll address any issues with data accuracy, field mapping, or formatting during this phase.
Full Data Migration (Week 8)
We import the full dataset into HubSpot, monitoring the entire process and validate the data to ensure accuracy and integrity once the import is complete.
Validate Workflows & Integrations (Week 9)
We test your integrations and workflows in a controlled environment to spot errors early on. Once we’re confident, we’ll run pilot tests with a select group to gather feedback and make adjustments.
Go-Live (Week 10)
We move your operations to HubSpot. We will monitor system performance, user activity, and address any issues that arise during the transition.
Sunset your Old CRM (Week 10)
Once everything is up and running in HubSpot, we’ll help you shut down the old system to eliminate double subscriptions and fully transition to the new CRM.
Post-Live Opimization (Week 11-12)
After going live, we make final tweaks and address any gaps. We monitor the system to ensure everything runs smoothly.
Train & Support your Team (Week 13)
We provide tailored training sessions to your team so they can adapt to the new system.
Don’t replicate the old CRM pain points. Make your new HubSpot instance better.
Instead of just migrating data, we'll clean it up, and improve your workflows and processes, making your new portal free of the pain points of the legacy system.
Typical HubSpot Migration
MAN Digital
Data quality
Data clean-up before the migration is on you.
Clean and organize data for you.
Customization
Adapts the legacy system structure to HubSpot with minimal adjustments.
Customizes HubSpot instance to perform better than the legacy system.
Workflows
Replicates existing workflows without optimization.
Refine workflows, removing redundant ones and unnecessary steps.
Scalability
Focuses on replicating current processes.
Design new processes adapting to the new business needs.
User adoption
Poor, a lot of self-directed work to figure out the system.
Good, hands-on training teaching all the key functionalities.
Migrate to HubSpot
with certified seniors.
No juniors. Our team is made up of seniors with + 8 years of experience in delivering HubSpot solutions. These certificates prove that our guys bring verivied skills to your migration
Cartified Trainer
Revenue Operation Certified
Diamond Partner
Guided Client Onboarding Certified
Data Integrations Certified
Everything you need to optimize
your HubSpot portal
Data migration
Move all your data to HubSpot without losing any information.
Technical setup
Tailored CRM configuration with custom fields, properties, and integrations.
Lifecycle stages
Automate how contacts move in the funnel based on the qualification criteria.
Sales stages
Map your sales process into stages that show clear conversion points and requirements.
Performance reporting
Build actionable dashboards tracking key team’s metrics.
Revenue source attribution
Connect revenue back to marketing channels and know where to invest.
Check what B2B leaders say
about working with us.
MAN Digital did a great job with Hubspot onboarding and setup! They helped us successfully migrate our marketing automation from Active Campaign to Hubspot and integrate it with Salesforce and taught us to use Hubspot like a pro.
Claudia Słowik
Inbound Marketing Team Leader & Neoteric
They helped us with onboarding to HubSpot and made a big impact. Clear and concise communication. Great understanding of sales strategy, revenue operations, proper use of metrics and automation.
Michiel Faasse
ex- Managing Director @ Expandior
MAN Digital provided exceptional support in our HubSpot implementation. Their assistance in automation, AI-enhanced data enrichment, LinkedIn integration, and eSignature solutions was a major boon to our processes.
Jörn Petereit
Managing Partner @ IT Capital Partners
Man Digital is a great partner that helped us with he implementation of HubSpot from scratch. They suggested the plan and stayed with us throughout the process making sure we are able to make the best out of it
Tomasz Pazdro
Marketing @ T-mobile
We started the onboarding project with a lot of uncertainties as to what we want to achieve and how - Man Digital were able to help with both. They've set a good direction, managed our timeline and provided a lot of insights for how we should be using HubSpot.
Bartosz Lada
Sales Operation Manager @ nomagic.ai
Their professionalism and technical ability have been crucial in implementing a new sales process through HubSpot in all 13 countries in which the company operates. If you are looking for someone who can change your life with HubSpot, Man Digital is for you.
Matteo Ciprandi
Corporate Dev Manager @ Otovo
With MAN Digital’s help, we successfully migrated to HubSpot and implemented Revenue Operations ready for ABM. We can now confidently handle all our customers with ease.
Michał Kowalski
Head of Marketing @ The Software House
MAN Digital demonstrated an excellent understanding of our business needs. The automation of processes and new analytical features have allowed us to manage customer relationships more effectively.
Paweł Dudkiewicz
Sales Manager @ Tutlo
MAN Digital introduced us to RevOps and set up a system to leverage it. Their hands-on coaching gave our marketing team a solid foundation to scale our operations.
Leopold van Osten,
Founder & CEO @ Amsterdam Standard
We appreciated the fast onboarding and MAN Digital’s deep involvement with the product. As we lack some in-house resources, having outside team members who are committed and have an answer to every question was very helpful.
Marta Szwakopf
Head of Global Marketing @ XPLUS
We now have a clear, structured process that has not only streamlined our operations but also boosted our visibility into the buyer's journey and enhanced our forecasting capabilities.
Roland Simon
Co-founder @ Pixyle.ai
Your team helped us scale, sorted out all the mess with different data and different activities, folded around magnificent work and picked up those activities when needed. The results were outstanding.
Darek Kociecki
ex-Head of Growth @ Neoteric
Book a discovery chat with our CEO, Przemek
Fill in the form to book a time with our CEO for a casual chat with some bad jokes as an icebreaker. Without hard pitches or pushy sales (we grew up in Eastern Europe, we don’t know how to do it either way)
Book a Strategic Call with our CEO
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Ok, got itFrequently Asked Questions
What is HubSpot migration?
HubSpot migration is the process of transferring customer data, including contacts, accounts, deals, and other relevant information, from a legacy CRM system to a new CRM system like HubSpot. This involves careful planning, data mapping, and execution to ensure accuracy and completeness.
What data can I migrate to HubSpot?
You can migrate various types of data to HubSpot, including contact records, companies, deals, and notes. It's important to identify what data is essential for your operations during the planning phase.
Do I need to clean my data before migrating?
Yes, cleaning your data is crucial, and we’ll help you with that. This involves removing duplicates, correcting inaccuracies, and ensuring that only relevant information is migrated. Clean data leads to better performance and more effective use of HubSpot.
What tools do you use for the HubSpot migration?
HubSpot provides native import tools for simple migrations. For more complex data transfers, we use third-party migration tools and APIs.
What is the price of the HubSpot migration?
The cost of migrating to HubSpot varies based on factors like data volume and complexity. It’s best to reach out for a quote, and we can discuss what works best for your budget.
How will my team be trained on using HubSpot?
Training includes live sessions and recorded tutorials. We’ll provide resources tailored to your team’s specific needs to ensure they feel confident using the new system.
What support is available after migration?
After the migration, we’re here to help you get comfortable with HubSpot. We’ll be available to answer your questions and provide training or guidance on new features.
Effective Migration.
“They helped us successfully migrate our marketing automation from Active Campaign to HubSpot”