Moving to HubSpot from Another CRM: A Data Migration Checklist for B2B Companies
Switching your customer relationship management (CRM) platform is more than moving contacts from one database to another. For B2B companies, it means transferring years of customer interactions, active opportunities, sales activities, custom fields, and business processes without disrupting ongoing operations. A poorly planned migration can leave sales teams with incomplete records, disconnected customer histories, duplicate contacts, and inaccurate pipeline reports. Even when the data transfer succeeds technically, the new CRM may fail to deliver value if the underlying processes are not...
