CRM Migration

Import Strategy

We audit, analyze, and create a high level data import strategy to clearly identify the data that needs to be migrated and how it will be extracted, transformed, imported, and validated in your HubSpot CRM.

Data Mapping

We create a detailed mapping document to identify each source data point, how it is transformed, and imported into HubSpot CRM with specific properties.

Data Migration

The entire data set contained within the import strategy is migrated and validated in HubSpot before being handed over for you to use to begin targeting and delighting prospects and customers.

1

Planning
2

Analysis
3

Data Mapping
4

Testing
5

Migration

Planning

Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.

Analysis

We review the source data to identify all the data that is required by the target, your HubSpot CRM.

Data Mapping

As the most critical, intricate process in CRM data migration projects, we understand the importance of verifying and validating every stage of your data mapping, and work with you to ensure that all entities are transferred into HubSpot in their entirety.

Testing

On every migration, we run several trials with different data samples, to ensure that every aspect of the process is working as it should prior to moving the bulk of your data.

Migration

After iterating on several test data migration rounds, it is finally time to migrate the whole data from the legacy CRM, or a range of solutions, into HubSpot. We help with every step of this process, and will be with you until the migration is a verified success.

Audit your current CRM system and data: We will review your current CRM systems and data, identify the data that needs to be migrated,and help recommend any clean up that needs to be done.
Design import strategy: We will design the approach to migrate your data into Hubspot including - map your data to your new HubSpot process, determine the technical approach for migrating, define the timing.
Perform test migration: Before we move all your data, we will perform a test so we can validate, in HubSpot, that we have everything complete and correct.
Perform full migration: Once we are ready, we will execute the migration and you will be ready to use your data in HubSpot!
price

ADVANCED
$2,500

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue

VP Marketing at ShipHero

Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer

Digital Marketing Manager at ShipHero

Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.

Main Street Financial Solutions

Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.

Forum Financial Management, LP

Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira

ShipHero Sales

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