How can you manage data migration risks from Salesforce to Hubspot?

in my opinion To ensure a successful migration, you must map the data fields from Salesforce to their equivalent in HubSpot. This mapping allows for a smooth transition and accurate data transfer. After mapping the fields, you can import the data into HubSpot using the chosen migration method.

Migrating systems is a great time to evaluate and clean your data. Do you have required fields that are constantly picked incorrectly? Kill or change. Purge data that is unused - like that random import from some sales person 5 years ago with partial data (or convert to leads, now that HubSpot has leads).

Do a data quality first by profiling the data in Salesforce. Then figure out your migration path based on the data quality results. This needs to include duplicates. And implement a data governance program, using the many data quality functions within HubSpot. Plus, marketing data is difficult to migrate vs sales and service data. So have an alternative plan to figure out how and what to migrate regarding marketing data.

When it comes to Risk Management in Data handling, the process depends on the Skillset of personnel handling the Data from Salesforce Side since it is the Kickstart of the main Operation hence any mistake at this Stage determines the results of the whole Process Tree. Data Migration needs Strong Process testers for Accessibility , Permissions, Functionality, data Availability and Storage capability. with these functions in place, the Users on the Salesforce side experiences smooth operation in processing data to respective HubSpot through CRMs , ERPs, and MIS systems. In consideration to the growing and inclusive application Artificial Intelligence in all data processing points, 30% of the remaining task lies on the Software design. #Data

Migration is a perfect time to take stock and make sure that you’re at #DATA is sanitized and working for you. Masses of data that can’t be utilized properly is a waste of time and can clog productivity for your team.

Test test test! The beautiful thing about migrating to HubSpot is that you can stand up the sync and test it. I’m still a big fan of exporting Salesforce and HubSpot separately after a sync and comparing the data in Excel.

When it comes to a CRM migration, data is more than just the fields that you need to map. Before mapping your data, ensure you understand the sales process currently running on Salesforce. Think beyond field mapping; as an example, look at sales activities (i.e. notes, meetings logged, calls, attachments and other CRM object timeline events that might be crucial to the sales process/understanding the effort that went into a deal/working a contact/company etc). This can also set the tone for how you approach the migration (and the tools required).

Export all relevant entities as early as possible, especially accounts, contacts and products. Analyze in the project team how high the field fill rate is, i.e. in what percentage of cases the respective field was filled in. On the one hand, the number tells you something about the importance of the field, and on the other hand, this value will help you later for qualified discussions with the specialist departments. Be careful: It is quite possible that a field is only rarely filled in and yet has a high significance. For example, the "Lost Reasons" field, i.e. why a customer was lost, is often not filled in. However, the contents are important for evaluations and improvements.

In my role as project manager, I quickly realized that a lot of data silos had formed. For example, the service team had a ticket system that contained important information about our customers that could previously only be clarified by actively asking the service team. The data migration therefore not only includes the old CRM, but also numerous other systems. Especially if you are getting involved with a variety of Salesforce products (e.g. Service Cloud, Marketing Cloud, Pardot, etc.). So these systems and their entities also need to be checked. Only rarely is there a unique identification number (ID) that facilitates the matching. We were able to create a unique ID across all data silos with the Omikron ID, for example.

Back up ALL of your data, then triple check to make sure you did. Set up a process to back up everything each day - don’t punish your users by losing data they entered. It is very easy to make a mistake when testing syncs, and you can lose everything. I’ve seen it happen many times.

Back up Back Up Back Up Maintaining reliable backups is crucial and an important responsibility. Perform regular backups at various stages of the migration process to minimize the risk of data loss. Document the backup procedures and verify the integrity of the backup files. This safety measure in my experience ensures that you have a safety net in case anything goes wrong during the data migration, you never know!

Here are a few principles: We stick to the standard in order to have as few customizations as possible. To achieve this, we invest in change management and user training. Data and processes must be considered together. Every piece of information in a field should have a clear benefit and a user story that helps contribute to the company's business model and strategy. Judgment and knowledge of the business model are critical to good content evaluation.

I have always been taught that conducting a thorough post-migration review is necessary. Evaluate the success of the migration by ‘comparing’ data in the new system with the original source. Address any discrepancies and ensure that data integrity is maintained. Optimize your data by leveraging features in the new system, such as creating custom reports and utilizing automation tools. This step helps maximize the benefits of the migration and ensures that your data is aligned with your business goals.

With any data migration task this is my supreme advise : ‘Get ready for a bumpy ride’ ?? Also on a serious note : Make sure you have back up And a back up for the back up A back of the back up of the original backup ????♂?

You just need to export your existing CRM data into a csv file and upload it into HubSpot. You can import contacts, companies, deals, tickets, products, and notes with this approach. HubSpot is offering a Data Migration Package to make your CRM data import even easier.

Create a Hubspot custom adequately and in good order with a drop-down select field type. You can also map the Salesforce reference field to the newly created Hubspot custom property

1. Avoid ensuring data quality at the last minute. Check and cleanse the data at an early stage to avoid problems later on. 2. Start with a comprehensive export of all relevant entities such as accounts, contacts and products. Analyze the data structure and field fill level to understand the meaning and relevance of the data. 3. Perform an export of all relevant entities as early as possible and analyze the field fill rate. 4. Have the specialist department rate the fields according to their importance from 0 (insignificant) to 10 (very important). 5. Avoid fields that have no clear benefit for the business model or corporate strategy in order to reduce complexity and conserve resources.