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CRM Migration

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CRM Migration

If your data is too complex to fit into a .csv file and you do not have the expertise or bandwidth on your
team to do the work, our Data Migration service is recommended.  

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Import Strategy (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 ( CRM Migration)

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 ( CRM Migration)

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.




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.

Planning (10)


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

Analysis (2)

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.

Data Mapping


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.

Testing CRM (2)


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.

Migration (2)



For a custom pricing plan that’s right for your business, contact our team.

  • 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

Client Testimonials

Learn from our
Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

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Sales Enablement
Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

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Data Driven Marketing
Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

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Reimagining Customer Service
Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

Read More
Operations Hub
Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

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Operations Hub Enterprise
Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.

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