Migrating to a new CRM platform can feel like a leap of faith. It’s not just lifting and shifting data. You’re transferring the backbone of how your business operates: your customer relationships, your sales pipeline, your reporting and the way your teams work every day.
How you migrate matters just as much as what you migrate. And who you partner with for that migration lays the foundation for sustainable and long-term sales and marketing success. With the right HubSpot migration services provider, that leap doesn’t feel so intimidating.
Consider this your mini-consult-in-a-blog. We’ll walk through the signs it’s time to move on from your current CRM, what to expect from a strategic HubSpot migration services provider (and, perhaps more importantly, what to avoid) and how the migration process with Kuno Creative sets you up for greatness.
Whether you’re dealing with a bloated legacy CRM or trying to unify a tangle of disconnected tools, migrating to HubSpot isn’t just a tech decision. It’s a business one.
Here are a few common reasons companies come to us for HubSpot migration services:
Here’s a quick self-check to determine if it’s time for a change:
If you answered “yes” to two or more, a move to HubSpot might be the right next step.
A CRM migration is a strategic turning point for your company. And with so much riding on your data and how it’s used, the partner you choose to support you at this time can make or break the experience.
Here’s what sets a truly strategic HubSpot migration partner apart.
Seek out a provider with real credentials. A record of experience with HubSpot is one part of the equation, but verified skill and expertise are equally important.
Kuno is a HubSpot Diamond Partner and HubSpot-accredited in data migration, CRM implementation, solution architecture design, onboarding and more. We’ve completed hundreds of successful migrations across industries – as our many five-star reviews testify to!
If you’re just picking up whatever’s in your old system and dropping it into HubSpot, what have you actually fixed? Messy data leads to messy results. System architecture is incredibly important during a migration.
We prioritize data integrity from day one – reviewing fields, deduplicating records, preserving historical activity and more. The result is a structure that supports both your team and your tools, including HubSpot’s Breeze AI features.
Not every company needs a full, custom replacement (although we can help with that, too!) Sometimes, you’re keeping part of your tech stack and replacing only a few select sections.
We fully diagram and map out your workflows and architect the right solution, migrating what matters and integrating where it makes sense. Need custom field mapping or segmentation logic replicated? We’ve got it covered.
We know that migrating systems while your team is still using them is a juggling act. That’s why transparency and planning are everything.
At Kuno, you’ll see the plan upfront: a migration roadmap with milestones, responsibilities and built-in flexibility. And because no migration goes 100% to script, we adjust with you without skipping a beat.
A smooth cutover is just the start. We stick around to ensure your team knows how to get the most from HubSpot and train your team on everything from lifecycle stages to segmentation, campaigns and reporting.
With deep marketing and RevOps expertise, we make sure your systems are not only functional but aligned with strategy, so your marketing and sales teams are equipped to deliver real results from day one.
Before you commit, take a close look at how each provider operates. The right partner will act as a true strategic advisor. The wrong one may leave you with messy data and missed deadlines. Here are a few warning signs to keep on your radar.
At Kuno, we’ve arrived at a successful, repeatable process that blends technical precision with real-world marketing and sales experience to ensure nothing gets lost in translation.
Before we lift a single record, we dig into your current systems: what’s working, what’s broken and what’s getting in the way.
This includes:
No two migrations are alike. Some clients want to bring everything over, others use this as a chance to streamline and simplify.
We work with your team to:
Behind the scenes, our team handles the heavy lifting from migrating your data to running tests to and checking that everything works exactly as expected. You get peace of mind that nothing is broken or critical pieces of your process are left behind.
Once you’re live in HubSpot, we don’t disappear. Our team guides you through onboarding and long-term enablement so your team can confidently make the most of HubSpot from day one.
This includes:
We know a CRM migration is a big leap and we don’t take that lightly. We show up differently, as a partner that’s all in.
We’re here to guide, not just execute (although we do that exceptionally well). You’ll work with a team that’s done this before, knows what to expect and adapts quickly when things shift. Plus, as an employee-owned company, we bring a deeper level of care. Your wins truly are our wins. And with a migration, winning requires more than just moving data and calling it done.
Let’s talk through where you are now and where you want to go. Whether you’ve already chosen HubSpot or are still weighing your options, we’ll help you move forward with confidence.
Schedule a discovery call with our team.