Customize the CRM to your needs

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Plan the project
However, without a good strategy, you cannot unite your colleagues behind a common goal. Develop a plan and involve all stakeholders. Agree on the time frame and deadlines. This will lay the foundation for functioning and seamless reporting . Agree on clear responsibilities. Success is only possible if someone feels responsible for a positive outcome.



Step 4: Structure the data flow
All migrated data must be clean and accurate. There lebanon whatsapp data is no better time to be meticulous about data quality than when you first import data into a new CRM. This lays the foundation for a clean database . The integrity and validity of the records are the key to any marketing and sales activity.



Your company has individual requirements and characteristics. The HubSpot CRM therefore offers the option of creating individual characteristics, but also elements that differ from classic objects such as contacts and companies, but can be used in the same way. This ensures that you can map and insert all relevant data and relationships in the new CRM.



Step 6: Maintain your content
Make sure that all of your content is also available in the new system. Missing images, videos and your CTAs can only be displayed and used correctly if you migrate them completely to the new system. This is an important step, especially if you want to use the extensive possibilities of email marketing and CMS functionality in the HubSpot system .



Step 7: Transfer non-migrable information
Some information cannot be migrated or should be revised and optimized during the migration. For example, redesign your forms in HubSpot, optimize your lead paths, and create templates for frequently created web pages and emails.