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The Future of Loyalty in the Data Era
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The Future of Loyalty in the Data Era
Increasingly sophisticated and personalized customer experiences...
Read moreEnterprise Technology
Enterprise Solutions
Recent Publications
Whitepaper
How artificial intelligence is revolutionising customer relations
Download the WhitepaperHubSpot
Extra
A new horizon for CRM
Automation and integration: apps
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100% digital, fast and paper free processes
A new standard based on AI and HubSpot
Integrated and optimized e-commerce management with HubSpot
Exelab World
Where ideas and innovation meet
Texts to meet tomorrow's challenges
Discover our insights: visit the blog
Insights
Go to the BlogIn primo piano
The Future of Loyalty in the Data Era
Increasingly sophisticated and personalized customer experiences...
Read moreAbout
About Us
Innovation, excellence, technology: at Exelab we design the future of business processes
Exelab and The Client Group: an operational synergy to raise customer experience to the highest level
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We are always looking for talent ready to make their mark: explore our opportunities
We're hiring!Exelab is an official partner of
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When transitioning to a new CRM software, data migration plays a pivotal role. This process requires meticulous planning and careful management to ensure a secure operation, eliminating any risk of data loss or corruption.
Customer details, contact information, sales records, financial data, and vital business documents—these are the crucial pieces of information that must be migrated and securely encoded. At Exelab, we understand the criticality of this process, and we employ proven methodologies to ensure a seamless and reliable data migration experience.
When transitioning to a new CRM software, data migration plays a pivotal role. This process requires meticulous planning and careful management to ensure a secure operation, eliminating any risk of data loss or corruption.
Customer details, contact information, sales records, financial data, and vital business documents—these are the crucial pieces of information that must be migrated and securely encoded. At Exelab, we understand the criticality of this process, and we employ proven methodologies to ensure a seamless and reliable data migration experience.
With our extensive expertise, we have the resources to successfully address various data migration scenarios. Whether it's transitioning from another CRM to HubSpot or integrating data from multiple sources such as Excel files, management systems, or other tools used for activity and process management, we can manage the entire migration process while ensuring precise and accurate data transfer.
Throughout the process, we ensure that your business can continue operating with the existing tools while we work behind the scenes to transfer and align the data accurately. This means that on the day before the transition, you can wrap up activities on the current software, and on the following day, start using the new CRM seamlessly. The transition to the system of the future will be smooth, uninterrupted, and effortless for your organization.
That's why there's no one-size-fits-all approach to data transfer. For a secure and efficient operation, these are the fundamental steps of the process that we follow:
including understanding its structure, evaluating its quality, and identifying any issues or errors.
eliminating duplicates or outdated information to ensure that only relevant and accurate data is transferred.
This ensures that the data is correctly positioned and inserted into the appropriate fields upon completion of the migration.
This phase includes consistency checks, comparisons between the source and destination data, and testing of the new system's functionalities to confirm data integrity.
We guide businesses in an era of digital changes with bespoke System Integration, connecting HubSpot with existing systems to create personalized experiences and achieve ambitious goals.
Discover System Integration >>Improve efficiency and effectiveness with a bespoke CRM system.
Each company requires a customizable CRM for their growth strategy. HubSpot, highly flexible, can be customized to automate processes and improve productivity, allowing employees to focus on the quality of work.
We provide ongoing support to maximize the effectiveness of the CRM. Our mission is to help businesses leverage HubSpot to its full potential, even after implementation.
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