Migration Course from Salesforce to HubSpot

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CRM Implementation and Migration

Course on Migration from Salesforce to HubSpot

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Contents of this page

• Lecturer Introduction

• Course Objective: Not only to "do" the migration, but to "complete" it

• Course Features: Practical progress in a bootcamp format

• Target Audience

• Participation Benefits

As many companies consider and execute migrations from Salesforce to HubSpot, not only the technical steps, but also "how to complete the migration as a team" has become an important issue. In this article, based on the content of the "Online Course on Migration from Salesforce to HubSpot," we will provide a practical explanation of how to proceed with Salesforce to HubSpot migration projects.

​ Instructor Introduction

The instructor for the course is Hegan Kim, CEO of Sanka Inc. He is a professional well-versed in both Salesforce and HubSpot, with a proven track record of implementation for small to mid-sized companies with up to 500 employees.

• Expert in the design and operation of both Salesforce and HubSpot

• Experienced across a wide range of industries, including manufacturing, services, retail/wholesale

• Expert in supporting cost reduction utilizing Sanka ERP tools

​ Purpose of the Course: Not only "to do" the migration, but "to accomplish" it

The purpose of this course is not simply to learn how to migrate data. The primary focus is to review your team's business design through the migration process and to establish a foundation for utilizing HubSpot. Specifically, the goals are as follows:

• Understanding the migration process from Salesforce

• Completion of data export from Salesforce

• Completion of data import into HubSpot

By experiencing this entire process, it leads not only to a mere system change but also to unifying your team's understanding and streamlining business workflows. As a result, the smooth implementation and adoption of HubSpot can be facilitated.

 Course Features: Conducted practically in boot camp format

This course has the following features:

• Not only migration know-how, but also support for redesigning entire operations

• Use of templates and checklists that are aligned with business practices

• Visualization of project progress and assured completion of each phase

What was repeatedly emphasized in the course is the message: "Not only perform, but prepare thoroughly to complete the implementation." Rather than partial migration optimization, maximizing the ROI of HubSpot implementation will be achieved by simultaneously promoting cross-departmental business improvement.

​ Target Audience for the Course

This course is suitable for the following individuals:

• Representatives from companies who are experiencing challenges with the operational costs or usability of Salesforce

• Project Managers/IT Managers who are in charge of CRM migration projects

• Members of information systems departments who lack expertise in MA/CRM migration

• Department managers in charge of Sales, Marketing, or Customer Success, who are considering cost reduction

Conversely, this course is not suitable for the following individuals:

• Individuals who wish to learn only the basic usage of Salesforce or HubSpot

• Companies that are not considering MA/CRM migration at all at this point in time

0 Participation Privilege

▼ Free CRM Migration Template is available here▼ Homepage

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