If you are not fully prepared, switching from Pardot to HubSpot is not an easy task. There are several steps you should take before you jump right into migrating your data over to HubSpot. These preparations will keep you organized, save you time/money, and ensure that your data migration is efficient. Let’s review what you need to consider in preparation for the migration.
Identify What Contacts You Want To Bring Over
Clean up your database by sorting through and deleting old and irrelevant contacts. Your data migration costs will vary depending on how much data you have, so make sure you aren’t wasting money on irrelevant contacts. This process of cleaning up your contacts ensures that you are reaching out to quality leads rather than wasting time on uninterested contacts. Looking for an estimate? Check out our Migration Calculator.
Identify Critical Data To Bring Over Associated With Contacts
You may have critical data, such as ‘fields’ and ‘activity,’ associated with your contacts. Like how you cleaned up the contacts themselves, you will want to decipher what critical data you need. The same reasons apply- save yourself time and money. Think of the migration as a chance to completely organize your database and determine what is useful and what is wasting space.
Identify What Assets You Will Need To Rebuild
Next, you will need to identify what assets you need to rebuild in HubSpot. To add clarification, assets such as the ones listed below cannot be transferred into HubSpot; instead, they must be rebuilt into the software. Review the following list and consider what assets you will need:
- Lists
- Forms
- Landing Pages
- Files
- Email Templates
- Drip Campaigns
- Lead Scoring
Set Up Your Social Accounts On HubSpot
Every social media platform will need to be set up on your new HubSpot account. Setting up social accounts is a quick and straightforward task, but it is essential to remember. Get this done right away so that your team won’t have to worry about it while learning how to use the new software.
Get Ready For Onboarding. How will you train your team?
Have you considered who will train your team? Learning new software is a significant change, so it is essential that your team is adequately trained and given time to adapt. Your onboarding process should make your employees feel comfortable and even excited about the change.
With the right tools and information, you can make a seamless transition that will improve your business. Considering making the switch? Check out Everything You Need to Migrate from Pardot to HubSpot.
