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Data Migration

Unlocking the Power of Your Most Valuable Assets

Your data holds the key to transforming strategies into successes.

It is one of the most valuable assets your company possesses, as it tells the story of your business and shapes the path toward your most important market goals. 

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.

It is one of the most valuable assets your company possesses, as it tells the story of your business and shapes the path toward your most important market goals. 

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.

A Customized Approach to Data Migration

Our personalized and professional approach to data migration ensures that every step is handled with care and attention, allowing businesses to migrate to HubSpot smoothly and seamlessly. 

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.

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With our expert approach to data migration, we work diligently behind the scenes to manage the migration without significant disruptions to your workflow. 

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.



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Every business is unique, and each has its specific needs when it comes to data migration. 

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:

 

Analysis

We conduct a thorough analysis of the existing data

including understanding its structure, evaluating its quality, and identifying any issues or errors.

Cleanup

We offer the option to clean up the data before migration

eliminating duplicates or outdated information to ensure that only relevant and accurate data is transferred.

Mapping

We establish a mapping between the data fields in the source system and those in the new destination system.

This ensures that the data is correctly positioned and inserted into the appropriate fields upon completion of the migration.

Transfer

The data is extracted from the source system and moved into HubSpot.

Verification and Validation

Once the data loading is completed, we perform a verification process to ensure that all the data has been migrated correctly.

This phase includes consistency checks, comparisons between the source and destination data, and testing of the new system's functionalities to confirm data integrity.

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