From Microsoft Dynamics to HubSpot: A Successful CRM Migration

When it comes to managing customer relationships, having the right CRM system is key. However, with so many options on the market, it can be challenging to know which one is the best fit for your business. For one of our clients, they found that their current CRM system, Microsoft Dynamics, no longer met their needs. They turned to us to help them make the switch to HubSpot, and the results were fantastic.

Why migrate from Microsoft Dynamics to HubSpot?

Our client was a mid-sized manufacturing company (view our case studies) that had been using Microsoft Dynamics for several years. However, they found that the system was clunky and difficult to use, and it wasn't meeting their needs. They needed a more modern, user-friendly system that would help them streamline their sales and marketing efforts and improve their overall customer experience.

Streamline Sales and Marketing

We worked closely with the client to develop a migration plan that would minimize disruption to their business. Here are the steps we took:

Data Audit and Mapping

We conducted a thorough audit of the client's Microsoft Dynamics data to ensure that it was clean and accurate. We then mapped the data to the corresponding fields in HubSpot to ensure a smooth migration.

Data Migration

We used HubSpot's migration tool to transfer the data from Microsoft Dynamics to HubSpot. We made sure that all of the client's data, including contacts, companies, deals, and associated properties were transferred over accurately.

Integration and Customization

Once the data was migrated, we integrated HubSpot with the client's existing systems, including their website and email marketing platform. We also customized the HubSpot platform to meet the client's specific needs, including creating custom fields and setting up automation workflows.

Training and Support

We provided training to the client's team to ensure that they were comfortable using the new system. We also provided ongoing support to help them troubleshoot any issues that arose.

CRM Migration Results

The client was thrilled with the results of the CRM migration. Here are some of the specific benefits they experienced:

Improved Efficiency

With HubSpot, the client's sales and marketing teams were able to work more efficiently, saving time and improving their productivity.

Better Customer Experience

HubSpot's CRM system allowed the client to provide a better customer experience, with improved lead nurturing and follow-up, resulting in higher customer satisfaction.

Increased Revenue

The client saw an increase in revenue as a result of their improved sales and marketing efforts.

HubSpot Provides a Better Customer Experience

The migration from Microsoft Dynamics to HubSpot was a huge success for our client. The CRM system in HubSpot has improved efficiency and helps them provide a better customer experience. If you're considering a CRM migration, we highly recommend HubSpot. With its powerful features and ease of use, it's an excellent choice for businesses of all sizes.

>> 5 ways HubSpot Empowers Sales Teams

Is HubSpot right for you?

As a HubSpot Diamond Level Solutions Partner, Vested has helped businesses of all shapes and sizes to achieve their goals and convert more leads into customers using HubSpot's platform.

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