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STRATEGY

Migration is a chance to redesign, not just copy.

From Salesforce, Pipedrive, Dynamics or Zoho to HubSpot. We do not do a 1-to-1 migration. We use the moment to redesign your architecture, clean up your data and standardise lifecycle. Phased cutover, adoption support and governance handover.

Book a migration call Take the Maturity scan first
What do we deliver?
  • 01
    Migration blueprint New data model, lifecycle, mapping per object
  • 02
    Clean HubSpot No dead weight, no 'industry_v2_final' fields
  • 03
    Adoption support Training, FAQ and parallel support until it runs smoothly
The observation

Most migrations just deliver an older system on a new URL.

All data, all fields, all workflows copied 1-to-1. Six months later the new system is just as heavy as the old one. We do it differently: a clean start with a redesign upfront, and only what adds value comes across.

01

1-to-1 copy of a mess

All 240 properties along, all 18 deal stages along, all dead workflows along. The old system as a HubSpot version. Nobody wins.

02

Adoption shock after go-live

A plenary training hour, Friday go-live, Monday chaos. Reps who see HubSpot as "Salesforce they took from me". Adoption stalls at 40 per cent.

03

Data loss in unexpected places

Activity history incomplete, attachments left behind, custom object relations broken. Discovered three months later when a deal needs to be retrieved from the archive.

04

No rollback scenario

The migration stalls halfway and there is no plan B. Two days nobody works, a full sales week lost. We always have a rollback in place and run through it before the cutover.

Approach

From data transfer to a clean start.

A programme of 8 to 16 weeks, with strategic redesign upfront and change management after go-live. We often start with a tech stack audit and a new CRM architecture as the blueprint. No big bang, but a phased transition.

01 Week 1-3

Discovery & redesign

Audit of the current system, interviews with sales and marketing, redesign of the data model and lifecycle. Strategy first, before we look at the data itself.

Wat je krijgt Migration blueprint, change impact analysis per user group
02 Week 3-5

Mapping & cleansing

Field-by-field mapping. Which data comes across, which we clean up, which we intentionally leave behind. Deduplication rules and transformation logic for stage history.

Wat je krijgt Mapping sheet per object, data cleansing rules document
03 Week 5-8

Build & test

HubSpot setup built to the blueprint. Test migration in a sandbox with sample data. Validation sessions with one rep per team.

Wat je krijgt Fully configured HubSpot, test migration report, accepted mapping
04 Week 9-14

Go-live & adoption

Friday go-live, old system set to read-only, rollback scenario ready. Training in groups of five. First two weeks of support and adoption reporting. Then handover to your internal admin role or a RaaS retainer.

Wat je krijgt Cutover runbook, adoption report, governance handover
What you take away

A cleaner CRM than you ever had in the old system.

The most important result lives in HubSpot itself: a working setup your team can use from day one. But it comes with a documentation set, so the implementation holds once the migration week is over and we have moved on.

For migrations from Salesforce or Dynamics we also deliver a mapping report your IT team can audit.

What you receive

  • Migration blueprint with new data model and lifecycle
  • Mapping sheet per object with source and target fields
  • Cleansing rules and deduplication logic
  • Test migration report with validation results
  • Cutover runbook with timeline and rollback
  • Training materials and FAQ for users
  • Adoption report per team after go-live
  • Governance handover for your internal admin role
Who helps you

Three specialists on your migration.

A migration has no junior work. The architect designs the new model, the specialist builds it in HubSpot and the strategist leads the change. From day one through to after go-live.

  • Carel Schrier

    Carel Schrier

    RevOps Lead / Strategist

    Leads discovery and change management. Discusses scope and cutover momentum with your management team. Writes the handover.

  • Carsten Huiskamp

    Carsten Huiskamp

    CRM Architect

    Builds the mapping, transformations and validation. Responsible for data quality, integrations and rollback readiness.

  • Yoni Lammens

    Yoni Lammens

    HubSpot Specialist

    Builds the new HubSpot environment. Lifecycle, deal stages, workflows, dashboards. And provides adoption support after go-live.

Case · Saysimple

One customer view, numbers everyone trusts

Saysimple was running on Salesforce and wanted to move to HubSpot. The real question wasn't whether migration was possible, but how to do it without losing the existing pipeline history and without carrying over the old clutter.

We started with a week of strategy: the data model redrawn, lifecycle stages sharpened, and deal stages reduced from 12 to 7 with a scoring logic that fits their B2B cycle. Only then did the migration itself come into view.

Result: a cleaner HubSpot than they ever had in Salesforce, one hundred percent retention of pipeline history, and a forecast that's no longer rewritten three weeks later.

Read the full case
Joey Drieskens
Customer Success & Retention Marketer · Joey Drieskens
Smart
data-imports
Traning & adoption
Strategic
accompaniment
Frequently asked questions

What clients usually ask.

Honest answers to the questions we hear on almost every engagement.

How long does a migration take?

Pipedrive or Zoho to HubSpot: 8 to 12 weeks. Salesforce to HubSpot: 12 to 16 weeks. Dynamics to HubSpot: 14 to 18 weeks. Including redesign and adoption. A 1-to-1 copy can be faster, but we do not recommend it.

Can you do a 1-to-1 migration if we prefer that?

Yes, but we advise against it. A 1-to-1 migration means your old mess in a new system. Three months later we end up doing a clean-up programme anyway. Better to redesign upfront and get it right in one go.

What if our sales team does not want to leave Salesforce?

We hear this often. We train your team on HubSpot before the cutover, with specific attention to workflow differences. Adoption figures are usually higher after three months than they were in Salesforce, because HubSpot works more intuitively for most B2B teams.

Do you work with other target systems?

We almost always land in HubSpot because we are a Platinum Partner and have the most expertise there. For migrations to Salesforce or Attio we refer to trusted partner agencies.

Ready to get started?

Ready for a migration that does more than just move?

Book a migration call. We look at your source CRM, your team size and your commercial motion, then give you an honest scope.

Book a migration call Take the Maturity scan first