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Why Work with elefante RevOps
for Your CRM Migration?
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Seamless Data Transfer
We migrate your CRM data with zero loss, minimal downtime, and no duplicates.
Custom Mapping & Configuration
Every business is unique. We tailor your data structure, workflows, and automation to fit your new CRM.
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Data Integrity & Clean-Up
Say goodbye to duplicate, outdated, or incomplete records. We refine and optimize your data for accuracy.
Expert-Led Migration
Our team of RevOps strategists and certified HubSpot & Salesforce experts handle every step.
Post-Migration Support
We don’t just move your data—we help your team adapt and get the most out of your new CRM.
Our CRM Migration Process
We follow a proven, structured approach to ensure a flawless migration:
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CRM Migration Kickoff
- Define goals, scope, and timeline
- Identify key stakeholders
- Audit current CRM data for inconsistencies
Data Mapping & Cleaning
- Match old CRM fields to new CRM structures
- Remove duplicates and outdated records
- Standardize formatting for consistency
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Test Migration & Validation
- Conduct a small-scale test migration
- Verify data accuracy and system compatibility
- Adjust mapping based on findings
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Full CRM Migration Execution
- Migrate all customer, deal, and activity data
- Maintain pipeline structures, automation, and custom properties
- Ensure seamless data flow between systems
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Post-Migration Support & Optimization
- Conduct data validation checks
- Train your team on new CRM functionalities
- Provide ongoing support for adjustments
What CRMs Do We Migrate From?
If your CRM isn’t listed, don’t worry—we can handle it.
We specialize in migrating from any CRM to HubSpot or Salesforce, including:
Salesforce → HubSpot
HubSpot → Salesforce
Pipedrive → HubSpot/Salesforce
Zoho → HubSpot/Salesforce
Microsoft Dynamics → HubSpot/Salesforce
Custom or Legacy CRM → HubSpot/Salesforce
CRM Migration FAQs
How long does a CRM migration take?
The timeline depends on data complexity, integrations, and business needs. Most migrations take 4-8 weeks.
Will we lose any data during the migration?
No. Our meticulous process ensures 100% data integrity.
Can you migrate automations and workflows?
No. Our meticulous process ensures 100% data integrity.
What’s the cost of a CRM migration?
Pricing varies based on CRM complexity and volume of data. Get a custom quote today!