HubSpot to Salesforce Migration Success - Complete Six-Step Guide to Ensure a Clean and Smooth Hubspot to Salesforce Migration

Executive Summary

Are you thinking of switching from HubSpot to Salesforce? If so, you’re not alone, as this trend has been picking up speed in recent years to consolidate 3rd-party enterprise software platforms.

Integrating HubSpot (or Marketo) with Salesforce has long been a standard strategy for aligning marketing automation with CRM data. But in recent years, this strategy has changed as many companies are now shifting to native, all-in-one platforms like Salesforce to avoid integration complexity and reduce implementation and license costs. In addition, Salesforce acquired ExactTarget in 2013 to strengthen its Marketing Cloud capabilities, eliminating the need to have separate Marketing Automation platforms

The HubSpot to Salesforce Migration Success ebook covers the following chapters: 

• Executive Summary
• Reasons Companies are Migrating from HubSpot to Salesforce:
• Overview of Salesforce & Salesforce Marketing Cloud Ecosystem
• Salesforce Customer Experience (CX) Cloud Modules
• Overview of HubSpot Ecosystem
• HubSpot Customer Platform Modules
• Six Key Steps When Migrating from HubSpot to Salesforce
• Step 1: Strategy and Planning
• Step 2: CRM & Marcom Audit, Data Cleaning, and Preparation
• Step 3: Solution Design and Mapping
• Step 4: Implementation and Testing
• Step 5: Final Migration and Deployment
• Step 6: Training and Optimization
• Key Success Factors for HubSpot to Salesforce Migration
• Conclusion
• Author Background