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As your company grows, it’s only a matter of time until you outgrow your marketing automation platform as well. Usually, the needs of your business change, sales increase, or you expand. In that case, you’ll need to consider a new platform that can fulfill all of your requirements.

If you’re interested in super-charging your inbound marketing campaigns, you might be considering a move to HubSpot. Understandable. HubSpot is ideal for your software automation platform needs, CRM, and is considered a major player in the marketing world.

Whatever the reason for the upgrade, it will require a large upheaval in your business, and you’ll want to make the transition as smoothly as possible, and this will require a transition to a new marketing automation platform.

The problem is that it can take several months to migrate from one automation platform to a new platform. It’s a time-consuming task and requires precision, organization, and some patience, and it’s important that the migration doesn’t interfere with the daily operations or workflow of the different departments in your company.

So, here are a few tips to help you make your HubSpot Migration a smooth one.

Prepare for HubSpot Website Migration

Your website is the focal point of your online presence. Additionally, your website is an investment and you may have put in a lot of work to perfectly optimize it for SEO and conversions. Of course, you don’t want to lose all your hard work as you migrate to HubSpot.

Take the time to ensure the URLs are correct. It is important to maintain the functionality of your website throughout the migration process. You may need to prepare to redirect URLs manually which can require a significant amount of time depending on how many pages your website has.

As you prepare your website migration, it may be the perfect time to kill two birds with one stone and consider a website redesign as well. Your marketing team will want to conduct a thorough evaluation while preparing for the HubSpot migration.

Be sure to keep your marketing team and everyone else relevant updated with the new website changes. The more involved, the bigger the ideas that can sprout as your company integrates these new changes.

Organize Your Creative Assets

Businesses invest large amounts of money annually to advance toward their business goals. Marketing requires creative assets to run effectively. Creative assets include website pages, landing pages, email templates, inbound marketing, social media, blog posts, etc.

You need to ensure all these marketing essentials are secured, renamed, and filed for backup prior to migration.

In addition to cleaning up all previous work, this HubSpot migration process will also allow your inbound marketing team to re-evaluate your current marketing strategy and ensure you’re still targeting the right audience with the right content.

Thankfully the HubSpot CMS Hub can help you to organize and amplify your assets. Hubspot’s CMS allows your developers to build using flexible themes, while easily editing and publishing pages while your customers get a personalized, secure experience.

Strategize Data for Your HubSpot Migration

One of the benefits of HubSpot is that the basic version is free, so you can try the HubSpot CRM platform and determine if it works for your sales needs before you migrate.

Although migration can be challenging, utilizing the HubSpot migration service or finding a partner to assist in your migration, like Interrupt Media, can provide peace of mind during the process. Soliciting the help of a migrations team can help ensure consistent communication and that everything runs smoothly during the process.

Consider Your Sales Needs

Do you need to restructure your sales needs? Usually, companies migrate to other platforms because their needs have changed. What does this specifically mean for your company data?

You’ll need the help of your sales team and other members who manage your current CRM platform. While you may have had a separate CRM prior to a full migration to HubSpot, you’ll be glad to know that HubSpot includes a CRM Sales Hub to support your sales team.

Clean and Backup Your Data

Lastly, your company data is a vital resource for your business. Ensure all your data is backed up, cleaned up, and properly stored. It is essential information that you cannot afford to misplace, especially if accumulated over a long period of time. It is vital for both sales and marketers to protect your data before you begin the HubSpot migration.

Once migrated, the HubSpot CRM  will organize your data to make it easier to formulate to your specific business needs and marketing strategy.

All these preparations will streamline your HubSpot migration and steer your marketing strategy in the right direction.

Make Sure You Complete These Steps Before Your HubSpot Migration

Step 1: Inventory and Cleanup

Migrating to a new marketing automation platform can be tricky. You really want to take a full inventory of all your assets so that nothing is left behind or accidentally discarded during the migration process.

This is also a great time to do a little “spring cleaning” with your database. You can take this opportunity to cleanse contacts and tighten up your file structure and conventions and make a fresh start in HubSpot.

Step 2: Archive Valuable Items

Beyond cleaning, you may be unsure of what you should migrate or what you should archive for potential use later down the road. So here are a few considerations to review as you plan your archival process.

• HTML Templates
• Emails & Landing Pages that may be needed later
• Smart lists
• Campaign workflows
• Form submission data
• Reports/Analytics
• CTAs

Step 3: Planning & Timeline

It’s important to note that your migration can take several weeks depending on the size of your database and content. Many of your assets can’t be transferred and will need to be re-created, so be sure to create a project management plan for your migration and set a reasonable timeline.

Step 4: Testing

When it comes to your automation sequences and triggers, make sure you test everything before you cancel service with your current provider. This ensures that you can “retrace your steps” and pinpoint any by comparing your new campaign to its predecessor.

Ready to Migrate?

Now that you know how to prepare for the migration to HubSpot, you’ll have to decide if moving to this platform is the best for your business and its needs. If you feel ready to move forward, view our resource checklist to begin your migration.

Marketo to Hubspot
Mailchimp to Hubspot
Eloqua to Hubspot
Pardot to Hubspot

Not only does automation migration feel daunting, but often companies don’t have the capacity to properly prepare. Plus, there’s the constant concern of lost data or a rocky transition to HubSpot. Good news, it’s our specialty!

At Interrupt Media, we are automation experts and we provide a white glove approach to migrating your database from your current automation tool to HubSpot.

Reach out today and let’s set up a time to chat.

Topics: Marketing Automation, Marketing Operations, Marketing Tools