You have decided to change your CRM and are now faced with the huge task of moving all data and the structure cleanly and efficiently? Automation is made for this. We not only move data automatically, but also optimise your CRM structure at the same time.
CRM systems often grow organically over time, the structure adapts to current requirements and circumstances and a large amount of data is created. But the basic requirements for a CRM can also change over the years. For example, Pipedrive was originally chosen as the CRM because its deal pipelines made it ideal for outbound sales. Over time, however, the business model evolves away from outbound sales and towards a digital service provider, with inbound marketing and support. Here, Hubspot makes more sense as a CRM solution, with numerous functionalities that also map support.
So the decision is made: a change of CRM and an associated CRM migration.
This is a complex process, after all, several thousand contacts, organisations and deals want to be moved correctly. Special care must be taken to ensure that communications, activities and documents are preserved and correctly assigned.
But precisely because of this, CRM migration also offers an opportunity:
wemakefuture helped a digital service provider not only to map the migration of two CRM systems in the cloud, but also to structure this CRM migration in such a way that data models as well as contact and organisation were cleanly created with all fields and all required information. Once the structure was in place, moving the data took the least amount of time.
Based on this data structuring, we were subsequently able to build some automations for the CRM Hubspot, which support the support and sales.
In addition to Pipedrive and Hubspot, automated CRM migration is also possible with any other cloud CRMs: whether from Salesforce, Monday CRM, Zoho or even Hubspot and Pipedrive.
Auctor sed ut sit massa lorem sit et, sit. Mi arcu, morbi nibh dictum lobortis risus nisl phasellus. Eget eget fames mauris velit in rutrum. Et dictumst in nisi lectus. Sapien eu scelerisque condimentum sit lorem.
Lectus justo, rhoncus, egestas est donec purus. Auctor porta volutpat egestas proin est dui aenean. Purus arcu mauris varius semper in lectus felis vitae hendrerit. Purus neque pulvinar dignissim a. In mattis cursus augue amet, lorem amet eros. Sociis pellentesque interdum nisl, egestas dolor. Porttitor id arcu sed orci eget egestas. Scelerisque montes, ac elementum aliquet leo.
Proin non sed porttitor in nisi. Adipiscing sit enim vivamus morbi nisi. Senectus leo diam diam volutpat eleifend vitae feugiat id scelerisque. Amet dictum eu pellentesque sed viverra eget. Egestas sed eget tempus ipsum pretium, vel sit egestas risus. Auctor in egestas placerat ultrices suspendisse magna nunc. Sed tempus elit sed auctor eu id ipsum. Eu aliquam convallis accumsan ut justo id posuere ut. Nibh porttitor donec adipiscing porta pulvinar. Morbi imperdiet amet, vitae eu posuere urna duis. Nisl rutrum sed lacus, at non arcu aenean aliquet. Vitae interdum diam nibh ut elementum, mollis. Gravida eget cursus auctor congue elementum sit commodo. Lectus nibh sed vitae justo, aenean. Urna vel aliquam vivamus urna faucibus cras morbi.
Facilisis tempus aliquam amet ut. Purus placerat quam leo pellentesque elit elementum pretium. Consectetur ac rhoncus velit malesuada ut etiam diam velit. Pulvinar venenatis interdum nullam turpis lacus, viverra volutpat sodales facilisis. Vitae id sed nunc libero, cursus cursus.
Pharetra, convallis nibh sagittis non. In lorem vitae eget id placerat cras porta. Tellus viverra rhoncus rhoncus ullamcorper turpis elit velit. Diam nisi iaculis sit vehicula in placerat. Blandit pretium mollis sem faucibus donec id risus id gravida. Nec risus, dui blandit quis. Eget dolor vel tortor in adipiscing leo cursus pulvinar at.