CRM replatforming
CRM replatforming means moving to a new CRM and redesigning how sales and marketing work in it, instead of copying the old mess across. These FAQs cover when a move makes sense, how long it takes, how much history to bring and how to get reps to actually use the new system.
- Should we move from Salesforce to HubSpot?
Move from Salesforce to HubSpot when keeping Salesforce working costs more than moving, and your team will actually use the new system. If Salesforce is messy but your process is sound, a cleanup may be enough. Decide with an audit of your own data, not a demo, and plan it as a rebuild, not a copy.