Why Work with elefante RevOps
for Your CRM Migration?

Transfer
Seamless Data Transfer

We migrate your CRM data with zero loss, minimal downtime, and no duplicates.

mapping
Custom Mapping & Configuration

Every business is unique. We tailor your data structure, workflows, and automation to fit your new CRM.

clean-up
Data Integrity & Clean-Up

Say goodbye to duplicate, outdated, or incomplete records. We refine and optimize your data for accuracy.

migration
Expert-Led Migration

Our team of RevOps strategists and certified HubSpot & Salesforce experts handle every step.

support
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:

Layer_1 (7)

CRM
Migration Kickoff

  • Define goals, scope, and timeline
  • Identify key stakeholders
  • Audit current CRM data for inconsistencies
data-mapping-cleaning

Data Mapping
& Cleaning

  • Match old CRM fields to new CRM structures
  • Remove duplicates and outdated records
  • Standardize formatting for consistency
Layer_1 (8)-2

Test Migration
& Validation

  • Conduct a small-scale test migration
  • Verify data accuracy and system compatibility
  • Adjust mapping based on findings
Layer_1 (9)-1

Full CRM Migration Execution

  • Migrate all customer, deal, and activity data
  • Maintain pipeline structures, automation, and custom properties
  • Ensure seamless data flow between systems
Layer_1 (10)

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:

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Salesforce → HubSpot

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HubSpot → Salesforce

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Pipedrive → HubSpot/Salesforce

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Zoho → HubSpot/Salesforce

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Microsoft Dynamics → HubSpot/Salesforce

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Custom or Legacy CRM → HubSpot/Salesforce

CRM Migration FAQs

crm

How long does a CRM migration take?

The timeline depends on data complexity, integrations, and business needs. Most migrations take 4-8 weeks.

crm

Will we lose any data during the migration?

No. Our meticulous process ensures 100% data integrity.

crm-1

Can you migrate automations and workflows?

No. Our meticulous process ensures 100% data integrity.

crm-1

What’s the cost of a CRM migration?

Pricing varies based on CRM complexity and volume of data. Get a custom quote today!

Get Started with
a Hassle-Free CRM Migration

A poorly executed CRM migration can lead to lost data, broken workflows, and operational chaos. With elefante RevOps, you get a strategic, structured, and stress-free transition to HubSpot or Salesforce.

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