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



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