Migrating to a new CRM platform can feel like a leap of faith. It’s not just lifting and shifting data. You’re transferring the backbone of how your business operates: your customer relationships, your sales pipeline, your reporting and the way your teams work every day.
How you migrate matters just as much as what you migrate. And who you partner with for that migration lays the foundation for sustainable and long-term sales and marketing success. With the right HubSpot migration services provider, that leap doesn’t feel so intimidating.
Consider this your mini-consult-in-a-blog. We’ll walk through the signs it’s time to move on from your current CRM, what to expect from a strategic HubSpot migration services provider (and, perhaps more importantly, what to avoid) and how the migration process with Kuno Creative sets you up for greatness.
Signs It’s Time To Consider a HubSpot Migration
Whether you’re dealing with a bloated legacy CRM or trying to unify a tangle of disconnected tools, migrating to HubSpot isn’t just a tech decision. It’s a business one.
Here are a few common reasons companies come to us for HubSpot migration services:
- Your current CRM is no longer a good fit: Maybe you’re paying for a complex platform like Salesforce or Dynamics, but only using a fraction of its features. Or maybe your legacy CRM is too limited to support the automation or integrations you need. Either way, if your system isn’t aligned with how your team works, that’s a clear sign it’s time to move on.
- Your data is fragmented across systems: Without a unified platform, you likely find that reporting is a manual, time-consuming process and can be prone to errors.
- You need better automation: Your team is spending too much time on tasks that could (and should) be automated. Or maybe you want to tap into the power of HubSpot’s AI capabilities.
- You’re gearing up for growth: As your business scales, your technology needs to scale with it. HubSpot offers an accessible, user-friendly platform that supports long-term growth without the typical learning curve or customization costs.
Here’s a quick self-check to determine if it’s time for a change:
- Are you regularly running into limitations with your current CRM?
- Are your marketing and sales tools siloed?
- Are you lacking real-time insights into pipeline and performance?
- Is reporting manual or inconsistent?
- Do you have plans to scale in the next 12-24 months?
If you answered “yes” to two or more, a move to HubSpot might be the right next step.
Why Your HubSpot Migration Partner Matters (and What To Look For)
A CRM migration is a strategic turning point for your company. And with so much riding on your data and how it’s used, the partner you choose to support you at this time can make or break the experience.
Here’s what sets a truly strategic HubSpot migration partner apart.
Demonstrated HubSpot Expertise
Seek out a provider with real credentials. A record of experience with HubSpot is one part of the equation, but verified skill and expertise are equally important.
Kuno is a HubSpot Diamond Partner and HubSpot-accredited in data migration, CRM implementation, solution architecture design, onboarding and more. We’ve completed hundreds of successful migrations across industries – as our many five-star reviews testify to!
Data Security and Accuracy
If you’re just picking up whatever’s in your old system and dropping it into HubSpot, what have you actually fixed? Messy data leads to messy results. System architecture is incredibly important during a migration.
We prioritize data integrity from day one – reviewing fields, deduplicating records, preserving historical activity and more. The result is a structure that supports both your team and your tools, including HubSpot’s Breeze AI features.
Customization and Integration Skills
Not every company needs a full, custom replacement (although we can help with that, too!) Sometimes, you’re keeping part of your tech stack and replacing only a few select sections.
We fully diagram and map out your workflows and architect the right solution, migrating what matters and integrating where it makes sense. Need custom field mapping or segmentation logic replicated? We’ve got it covered.
Clear Process and Communication
We know that migrating systems while your team is still using them is a juggling act. That’s why transparency and planning are everything.
At Kuno, you’ll see the plan upfront: a migration roadmap with milestones, responsibilities and built-in flexibility. And because no migration goes 100% to script, we adjust with you without skipping a beat.
Post-Migration Training and Support
A smooth cutover is just the start. We stick around to ensure your team knows how to get the most from HubSpot and train your team on everything from lifecycle stages to segmentation, campaigns and reporting.
With deep marketing and RevOps expertise, we make sure your systems are not only functional but aligned with strategy, so your marketing and sales teams are equipped to deliver real results from day one.
Red Flags To Watch for in a Potential HubSpot Migration Partner
Before you commit, take a close look at how each provider operates. The right partner will act as a true strategic advisor. The wrong one may leave you with messy data and missed deadlines. Here are a few warning signs to keep on your radar.
- Lack of HubSpot Certifications or Accreditation: If a provider isn’t a certified HubSpot Solutions Partner (or can’t show platform-specific credentials in data migration, onboarding or the Sales Hub), that’s a major warning sign. Certifications show that a team knows the ins and outs of platform migration.
Accreditation goes one step further: it is HubSpot’s in-house expert panels verifying and validating a partner’s real-world work from expertise to client experience. These accreditations are not handed out, they’re earned.
- One-Size-Fits-All Approach: Avoid providers who apply the same migration playbook without fully understanding your workflows and organizational goals.
- No Post-Migration Support: A smooth migration is only half of the formula. You’ll need onboarding, training and continued support to fully leverage your HubSpot CRM and marketing tools.
- Minimal Communication: Look for partners that offer a clear roadmap and regular check-ins.
- No Marketing or RevOps Experience: Your partner should have a holistic understanding of how to set up your HubSpot account to support lifecycle stages, segmentation, campaigns and business operations.
The HubSpot Migration Process: Step-by-Step With Kuno
At Kuno, we’ve arrived at a successful, repeatable process that blends technical precision with real-world marketing and sales experience to ensure nothing gets lost in translation.
Assessment and Audit
Before we lift a single record, we dig into your current systems: what’s working, what’s broken and what’s getting in the way.
This includes:
- Reviewing your existing CRM and databases
- Identifying red flags like duplicated data or outdated workflows
- Helping you decide what’s worth migrating versus what’s better left behind
Data Mapping and Migration
No two migrations are alike. Some clients want to bring everything over, others use this as a chance to streamline and simplify.
We work with your team to:
- Map your fields and segment your data
- Preserve key historical activity
- Migrate the right data to the right places with your future strategy in mind
Testing and Quality Assurance
Behind the scenes, our team handles the heavy lifting from migrating your data to running tests to and checking that everything works exactly as expected. You get peace of mind that nothing is broken or critical pieces of your process are left behind.
Training and Rollout
Once you’re live in HubSpot, we don’t disappear. Our team guides you through onboarding and long-term enablement so your team can confidently make the most of HubSpot from day one.
This includes:
- Training on lifecycle stages, segmentation and reporting (as it’s configured for you)
- Answering questions and supporting early use
- Helping align your marketing and sales teams
Your HubSpot Migration, With a Team That’s All In
We know a CRM migration is a big leap and we don’t take that lightly. We show up differently, as a partner that’s all in.
We’re here to guide, not just execute (although we do that exceptionally well). You’ll work with a team that’s done this before, knows what to expect and adapts quickly when things shift. Plus, as an employee-owned company, we bring a deeper level of care. Your wins truly are our wins. And with a migration, winning requires more than just moving data and calling it done.
Ready To Make the Move? Start Right Here.
Let’s talk through where you are now and where you want to go. Whether you’ve already chosen HubSpot or are still weighing your options, we’ll help you move forward with confidence.
Schedule a discovery call with our team.
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