Checklist

HubSpot to Salesforce Migration Checklist

You’ve watched the video, and you’ve read the resources. Now, you can get a list of the questions you want to ask your organization (and yourself) before you get started on a HubSpot to Salesforce migration. Having clear answers and a clear approach to your migration will greatly increase your chances of success.

Areas covered:

  • Project Scoping
  • Data Cleaning and Prep
  • Change Management and Training
  • Factors that Could Impact Deployment

 

Checklist

From RFP to Results

Selecting the Right Salesforce Partner for Government As a government organization, embarking on a Salesforce […]

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Checklist

Org Merger Checklist: Salesforce Features for Alignment

When merging Salesforce orgs, there are several things to consider and plan to ensure that […]

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