Select and optimize the fields that will really

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migrate to the CRM. If you don't have a team of developers, a HubSpot partner can provide you with the necessary support. Use import software : There are applications that can achieve good results in a short time, once we have our priorities clear and our old CRM organized and optimized. These solutions are very robust and we recommend them in case there is enough margin to make an extra outlay and the time to complete the CRM migration is tighter. 2. Optimize your current database A database has as much value as the well-optimized information it


contains. It is a mistake to believe that, if we have years Germany Telemarketing Data and years of disorganized information, migrating the CRM to HubSpot or any new tool will magically make it organized and clean. It is preferable to spend time and delay the process a few weeks to unify and complete the information we have. Some of the points that must be reviewed in detail when validating the cleaning of a database are, among others:  be needed in the new system. Fill in missing and relevant information, such as email addresses and





names. Unify the format and nomenclature of drop-down field values. Unify the format of date type fields. Check that associations between objects (contacts, businesses and companies, for example) make sense and are correct. Delete any obsolete information. 3. Prepare your HubSpot environment for migration In HubSpot, the different fields that provide us with information about the objects we have in the CRM are called “properties”. When we are