Migrating data into a new CRM is often more complex than anticipated. In episode 54 of PodSpot, Jon Pittham sits down with John Bohnert, a CRM Migration Specialist at HubSpot, to demystify the process. From scoping your project to ensuring data integrity, John provides a wealth of insights for businesses looking to make the move.

John explains that every migration comes with its own set of challenges, whether it’s managing vast amounts of relational data or coordinating multiple departments. He highlights the importance of prioritising essential data, noting that not every piece of information needs to make the transition. Using HubSpot’s data quality tools, businesses can address issues such as duplicates and inconsistencies after the migration, streamlining what can otherwise be a laborious process.

A standout point in the discussion is John’s take on data cleansing. Rather than investing time in perfecting data beforehand, he suggests leveraging HubSpot’s robust capabilities to clean and organise data post-migration. This not only saves time but also helps teams become more familiar with the platform’s functionality.

For businesses embarking on a CRM migration, John’s advice is clear: focus on bringing over what’s essential in a usable format and embrace the iterative nature of data management. Tune in to the full episode for more practical tips and expert insights on making your HubSpot migration a success.

Key discussion points:

• 05:30 - Common Migration Challenges
• 11:15 - Stakeholder Involvement
• 17:00 - Handling Bad Data
• 23:45 - Managing Duplicates and Relational Data
• 30:20 - Migration Process Tips

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