Switching from Salesforce to HubSpot
Ready to discuss your plan to switch? Get in touch with Sales.
We’ve seen many scaling companies switch from Salesforce to HubSpot because they wanted to:
Switching software can be intimidating
Especially if you’re migrating tons of data from Salesforce. In fact, we felt the same way when HubSpot moved off of Salesforce to run 100% on HubSpot. But we switched in a way that had zero loss in productivity for our business. Plus, the benefits far outweighed the challenges.
Rest assured, we want you to have a seamless migration experience by minimizing costs and interruptions to your business. Our team consistently moves businesses from legacy software like Salesforce to HubSpot with minimal disruption by migrating in a phased approach while they have both systems turned on, leading to no loss in productivity. After all, you still have a business to run and goals to hit.
100 employees? 1,000 employees? 10,000 employees?
Switch to HubSpot knowing that the software will scale as your business grows.
Enterprise-grade CRM Platform built for scaling companies
HubSpot’s CRM Platform is built to flex to the way your business runs. With custom objects, field-level and team permissions, SSO, record customization, and more scalable features, you’ll be ready to embrace any growth.
Extensive integration ecosystem and a flexible API
There's no need to sacrifice using the tools that help you run your business. With over 500 integrations, you can connect your favorite tools to HubSpot. Plus, you can use HubSpot’s flexible API to quickly create a functional application or integration.
Resources and training for new employees
Growing your team doesn't mean growing your training curriculum. HubSpot includes 24/7 support for every user, free software certifications and courses in HubSpot Academy, and a knowledge base that can get your team up to speed promptly.
Ready to migrate your business when you are
It can be difficult to figure out where to start, how to measure impact, and how to see results quickly. Our team of HubSpot experts will start with your business’s goals to ensure we customize migration for your success. We also recommend using HubSpot’s Salesforce CRM integration to understand data mapping and transfer to HubSpot.
Quick time to value
Our migration approach provides quick time to value while reducing the risk of deploying the full system. We typically see most businesses complete their migration process within three months. We’ll also ensure you have a plan to drive behavior change. What good is software if your team doesn’t use it?
Minimal disruption and no data loss
We take a careful approach to migrating to ensure your data stays intact and clean, and you don’t lose historical records. We’ll make it easy to import your records and recreate your data, automation, reports, and more.
The five phases of switching
Each phase of your journey comes with an associated plan and timeline, during which we work with your team or partners every step of the way.
Here’s what your plan could look like
The process to migrate your data
Records
2) Build new properties in HubSpot.
3) Export data from current platform into .csv and clean. Use our native Salesforce integration to automate the migration. If your data is too complex or custom, our APIs or 3rd party integrators can help.
Integrations
1) Re-define your technical architecture, eliminating and consolidating where possible.
2) Connect your critical business applications using one of over 500 pre-built connectors from our marketplace.
3) If we don’t have the pre-built integration you need, use our API library to build your own.
Automation
1) Document automation and workflows like your deal automation, nurture follow up, and fulfillment.
2) Re-think, simplify and optimize the design of how these should be set up in HubSpot.
3) Re-build automation in HubSpot’s Workflow tool.
Reports
1) Inventory all active reports in the current tool.
2) Define future state reporting needs, consolidating where possible.
3) Select out of the box reports that meet your needs, modify if necessary. Build custom reports to fill any gaps
How we’ll get there
HubSpot Led
We provide best practices and recommend an overall solution design. We migrate needed assets, while you perform set up, configuration, and integration activities.
Partner Led
A partner recommends an overall solution design and sets it up. The partner teaches and trains you to support the system. Explore the HubSpot solutions directory to find a solutions partner or solutions provider.
Hybrid
HubSpot provides best practices and recommends an overall solution design. You and your partner deliver specific project activities and the remainder of the work.
Your pre-purchase checklist
We recommend considering the following items to prepare for your HubSpot implementation. Our team can walk you through the process.
- Review & document your existing sales processes
- Record your existing system: records, integrations, workflows and automation, lead assignment rules, views, dashboards, and reports
- Prepare your data by merging and eliminating stale or out of date records & underutilized fields
- Upskill your team on HubSpot product knowledge by completing the free HubSpot Sales Software Certification
- Start developing a change management and communication plan
Your success is our success
Once your transition is complete, your journey with HubSpot is far from over. We’re here to guide you as you grow and scale. Our customer success program focuses on providing the following:
- Answer your questions and provide best practices
- Provide strategy and recommendations for you on how to grow with HubSpot
- Best in class enablement resources to ensure continuous learning
What are customers saying?
HubSpot’s CRM Platform consistently ranks as a top performer for enterprise, mid-market, and SMB businesses by over 6,000 user reviews on G2.
Customers rate HubSpot as being easy to set up and use
HubSpot is rated higher for ease of use, set up, admin, and quality of support compared to Salesforce on G2.
-
We were a Salesforce-heavy organization and recently made the switch to HubSpot’s Sales Hub Enterprise. It’s an out-of-the-box solution that’s easy to use and intuitive, while also offering powerful automation tools and robust reporting. With HubSpot, we can see the complete lifecycle of a customer from lead to close, and our teams can own the customizations needed to get their job done. We have had 100% user adoption and couldn’t be happier.
Cassy Rubis
Marketing Director
Software, Mid-Market (501-1,000 emp.)
-
Don't let your users today influence your decision. I had a team of seasoned sales rep very comfortable with Salesforce and adamant that this was a bad move. After 3 months they started to see the benefits and now more than 2 years later they are still finding things they love about HubSpot and it is truly allowing them to do more with less time.
Ashley Neu
Director of Sales and Marketing
Phoenix TS, Contractor Training, Mid-Market (51 -1,000 emp.)
-
HubSpot can be administered in-house without third-party developers or consultants. The combination of the knowledge base, HubSpot Academy, and online support make it so that in-house admins have a ton of self-serve support...Less than a year in, we've got buy-in from the entire team and we've armed our sales directors with real data and dashboards to use for managing the growth.
Brandon Stewart
Marketing Content Manager
Hamilton Company, Biotechnology, Mid-Market (501-1,000 emp.)
-
We switched to HubSpot about 3 years ago. Salesforce was just too difficult to make do what we want without pricey consultants, whereas HubSpot was easy and intuitive out of the box...It is so much cheaper and easier to use than Salesforce, which means people actually use it!
Beth Morgan
COO
TrueData, IT & Services, SMB (11- 50 emp.)
-
Transitioning systems took little to almost no effort and within two months we had full team adoption of the new system. We were able to bring all the marketing support in-house without adding to our team’s capacity and for the first time we could manage and measure the end-to-end customer journey across all our paid and organic marketing channels and follow them through the sales process. With a system that makes it so easy for us to manage an integrated sales and marketing strategy we are now able to look at more complex, ‘higher level’ strategies and channels with the support of all the HubSpot tools, training and support materials available.
Erin Shepherd
Head of Global Marketing
ROBO Global, Financial Services, SMB (11 - 50 emp.)
-
We were a Salesforce-heavy organization and recently made the switch to HubSpot’s Sales Hub Enterprise. It’s an out-of-the-box solution that’s easy to use and intuitive, while also offering powerful automation tools and robust reporting. With HubSpot, we can see the complete lifecycle of a customer from lead to close, and our teams can own the customizations needed to get their job done. We have had 100% user adoption and couldn’t be happier.
Cassy Rubis
Marketing Director
Software, Mid-Market (501-1,000 emp.)
-
Don't let your users today influence your decision. I had a team of seasoned sales rep very comfortable with Salesforce and adamant that this was a bad move. After 3 months they started to see the benefits and now more than 2 years later they are still finding things they love about HubSpot and it is truly allowing them to do more with less time.
Ashley Neu
Director of Sales and Marketing
Phoenix TS, Contractor Training, Mid-Market (51 -1,000 emp.)
-
HubSpot can be administered in-house without third-party developers or consultants. The combination of the knowledge base, HubSpot Academy, and online support make it so that in-house admins have a ton of self-serve support...Less than a year in, we've got buy-in from the entire team and we've armed our sales directors with real data and dashboards to use for managing the growth.
Brandon Stewart
Marketing Content Manager
Hamilton Company, Biotechnology, Mid-Market (501-1,000 emp.)
-
We switched to HubSpot about 3 years ago. Salesforce was just too difficult to make do what we want without pricey consultants, whereas HubSpot was easy and intuitive out of the box...It is so much cheaper and easier to use than Salesforce, which means people actually use it!
Beth Morgan
COO
TrueData, IT & Services, SMB (11- 50 emp.)
-
Transitioning systems took little to almost no effort and within two months we had full team adoption of the new system. We were able to bring all the marketing support in-house without adding to our team’s capacity and for the first time we could manage and measure the end-to-end customer journey across all our paid and organic marketing channels and follow them through the sales process. With a system that makes it so easy for us to manage an integrated sales and marketing strategy we are now able to look at more complex, ‘higher level’ strategies and channels with the support of all the HubSpot tools, training and support materials available.
Erin Shepherd
Head of Global Marketing
ROBO Global, Financial Services, SMB (11 - 50 emp.)
-
We were a Salesforce-heavy organization and recently made the switch to HubSpot’s Sales Hub Enterprise. It’s an out-of-the-box solution that’s easy to use and intuitive, while also offering powerful automation tools and robust reporting. With HubSpot, we can see the complete lifecycle of a customer from lead to close, and our teams can own the customizations needed to get their job done. We have had 100% user adoption and couldn’t be happier.
Cassy Rubis
Marketing Director
Software, Mid-Market (501-1,000 emp.)
-
Don't let your users today influence your decision. I had a team of seasoned sales rep very comfortable with Salesforce and adamant that this was a bad move. After 3 months they started to see the benefits and now more than 2 years later they are still finding things they love about HubSpot and it is truly allowing them to do more with less time.
Ashley Neu
Director of Sales and Marketing
Phoenix TS, Contractor Training, Mid-Market (51 -1,000 emp.)
-
HubSpot can be administered in-house without third-party developers or consultants. The combination of the knowledge base, HubSpot Academy, and online support make it so that in-house admins have a ton of self-serve support...Less than a year in, we've got buy-in from the entire team and we've armed our sales directors with real data and dashboards to use for managing the growth.
Brandon Stewart
Marketing Content Manager
Hamilton Company, Biotechnology, Mid-Market (501-1,000 emp.)
-
We switched to HubSpot about 3 years ago. Salesforce was just too difficult to make do what we want without pricey consultants, whereas HubSpot was easy and intuitive out of the box...It is so much cheaper and easier to use than Salesforce, which means people actually use it!
Beth Morgan
COO
TrueData, IT & Services, SMB (11- 50 emp.)
-
Transitioning systems took little to almost no effort and within two months we had full team adoption of the new system. We were able to bring all the marketing support in-house without adding to our team’s capacity and for the first time we could manage and measure the end-to-end customer journey across all our paid and organic marketing channels and follow them through the sales process. With a system that makes it so easy for us to manage an integrated sales and marketing strategy we are now able to look at more complex, ‘higher level’ strategies and channels with the support of all the HubSpot tools, training and support materials available.
Erin Shepherd
Head of Global Marketing
ROBO Global, Financial Services, SMB (11 - 50 emp.)
Frequently asked questions
No. HubSpot’s award-winning customer support is included in your HubSpot package. Users of Sales Hub Professional and Enterprise have access to email and additional in-app support options, plus phone support. Users of Sales Hub Starter have access to email and additional in-app support options. All Sales Hub users (free and paid) can access the HubSpot Community for support. The mission of this community is to provide customers with a channel to ask questions, find answers, and engage with professionals from around the world on HubSpot best practices.
See why you don't need to sacrifice power for ease of use in your CRM and sales software
Join the scaling businesses making the switch from Salesforce to HubSpot today.
