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CRM migration services for HubSpot and Salesforce
Elefante RevOps provides CRM migration services between HubSpot and Salesforce in both directions, or from spreadsheets into your first CRM. We move accounts, deals, historical data and product usage records, reconnect integrations and check the results before you switch, with a written rollback plan if you need to return to the old system.
CRM migration built around your business model
Elefante RevOps plans CRM migration services around your business model: ERP, dealer and distributor relationships for manufacturers; subscriptions, billing, renewals and product usage for SaaS companies. Our three-stage method adapts the data model, integrations and rollback plan to preserve those records and connections.
CRM migration for manufacturing
We preserve historical data, ERP connections, bill of materials (BOM) relationships, sales territories and dealer hierarchies. Your CRM data migration accounts for systems such as SAP, NetSuite or Epicor.
See the manufacturing playbook →CRM migration for software
We preserve billing handoffs, product usage signals and renewal history, keeping them linked to the right customer accounts. We plan connections to Stripe, Chargebee and your product database before the move.
See the software playbook →
AmbassadorWinning by DesignMoving to your first CRM
or replacing one that no longer works
Elefante RevOps’s CRM migration service helps RevOps leaders, VPs of Sales, COOs and founders at mid-market companies move from spreadsheets, recover a failed setup or change platforms. We handle both Salesforce-to-HubSpot and HubSpot-to-Salesforce migration.
You have no CRM yet
Customer details live in Excel, Outlook or someone’s memory. We organise your data and build a shared CRM your team can use. L.H. Dottie replaced spreadsheet-based processes this way.
Your CRM setup failed
Teams avoid the CRM, billing and product systems are disconnected, and historical data is hard to find. We assess what to repair or migrate, including whether a HubSpot implementation is needed.
Your platform no longer fits
Licensing, integration limits or growth have made the current CRM unsuitable. We plan the move around your historical data and billing or ERP connections, whether you are migrating from Salesforce to HubSpot or moving the other way.
If you need to combine accounts after an acquisition, we also plan HubSpot portal merges and Salesforce org-to-org migrations.
What your teams gain from the new CRM
Elefante RevOps’s CRM migration services connect customer history, sales pipelines and billing or ERP data, so each team has the information it needs after the move.
Sales
Generate proposals in minutes using current product and pricing data. Pipelines and sales stages match how your team sells, reducing work in spreadsheets and email threads.
Operations
Receive closed deals with account, contract, billing and implementation details together. Clear handoffs help onboarding start without piecing information together.
Finance
Connect pipeline and billing records to reconcile forecasts with billed annual recurring revenue (ARR). Integrations reduce manual mapping and make differences easier to explain.
Leadership
Use reporting dashboards that reflect your sales process. Historical data stays accessible for renewals, billing audits and board reporting.
Why moving your data
does not fix your CRM problems
CRM data migration fails when records move but workflows, reporting and integrations do not work correctly. Elefante RevOps plans the data cleanup, system changes and testing together so problems are addressed before your team switches.
Existing data problems move with you
Outdated fields, duplicates and broken links between contacts, deals, activities and custom objects make reports unreliable. Customer details scattered across spreadsheets need organising before they enter the new CRM.
Your team cannot trust the results
Sales searches for missing information while reports show conflicting numbers. Concerns about lost history, downtime and broken integrations delay decisions and disrupt daily work.
The new CRM needs testing with real users
For a HubSpot CRM data migration, we define field mapping, clean and merge duplicates, preserve record relationships and rebuild agreed automation. A sample migration, validation checks, integration tests and user training help your team adopt the new system.
Why choose Elefante RevOps
for CRM migration?
Elefante RevOps’s CRM migration services cover your data, reports and connected systems, with moves into and out of HubSpot and Salesforce. We check for existing problems first, including missing history, attachments, files and broken billing or ERP connections.
HubSpot and Salesforce credentials
A HubSpot Diamond Solutions Partner with Data Migration accreditation and a Salesforce Consulting Partner. Recognised as HubSpot’s #1 Customer First partner in North America in 2024, 2025 and 2026 for retention and delivery.
200+ verified reviews
Public reviews across G2 and HubSpot let you read customers’ experiences before choosing our HubSpot migration services.
One method from planning to handover
Our migration playbook has been refined across dozens of projects. It covers field mapping, data cleanup, testing, validation and training.
Experience with your connected systems
We work with Stripe, Chargebee, Segment, Snowflake, Zendesk, Intercom, Gainsight and Plex. We plan how these connections will work after the move, including any custom integrations.
HubSpot Impact Awards
Recognised with Rookie Agency of the Year in 2023 and AI Excellence in 2025.
Winning by Design Ambassador
Our team is trained and certified in revenue architecture, helping us structure the new CRM around how your business sells and serves customers.
Your five-person
CRM migration team
You meet all five people before signing, so you know who will move your data and check the results.
Growth Architect
Defines the data model and manages the scope.
Two GTM Engineers
Map fields, migrate records and files, and reconnect your systems.
Revenue Intelligence Analyst
Rebuilds reports and dashboards, then checks them against the old CRM.
Project Manager
Coordinates the timeline, milestones and approvals, keeping you informed about progress, risks and next steps.
FlexKey’s Salesforce-to-HubSpot migration
FlexKey needed a complex Salesforce migration completed under a deadline. We adapted HubSpot to its needs, migrated historical records and files, and trained the team. FlexKey then continued working with us beyond the migration.
“They've accomplished everything they said they would.”
Harvey G. · President & CEO, FlexKey Read the FlexKey case study Explore our case studies →Your CRM migration
in three stages
Elefante RevOps’s CRM migration services start with a written scope, fixed price, timeline in weeks and the three biggest risks. We also agree on what your team needs to review, approve and provide before work begins.
the system
Review your current system
We audit your CRM, data sources and integrations. Together, we agree on what to move, what to archive or retire, and what needs cleaning before the migration.
the Blueprint
Map the data and approve the plan
We map fields, custom objects, pipelines and relationships between records to the new CRM. Your stakeholders approve the mapping and integration plan before we build.
If you need to migrate Salesforce to HubSpot, this includes an object mapping table showing where each record type belongs. Our Salesforce to HubSpot migration guide explains the process.
to Production
Build, test, switch and support
We configure the new CRM and run a test migration with sample records in a separate test environment, or sandbox. Your users check familiar records and daily tasks before the full move.
We compare record counts, field values, relationships and reports with the old CRM, then test each integration. Training and a written rollback plan are in place before you switch.
After launch, you receive 30 days of support to resolve issues and help your team use the new system.
For a detailed breakdown of tasks and responsibilities, read our CRM migration project plan.
Six commitments we sign before your migration
Elefante RevOps puts six commitments in writing for every CRM migration service engagement, so you know what to expect before work starts.
Checks completed before you switch. We validate the migrated data and integrations before your team moves to the new CRM.
Critical data checked for accuracy. We compare it with the original system. You approve anything we leave behind or retire.
A written rollback plan. You know when and how we would return to the old CRM if needed.
Training before launch. Your team learns how to complete its daily work in the new system.
An agreed scope, timeline and price. Everything is documented upfront, with changes approved before additional work begins.
An honest recommendation. If another provider better fits your needs, we tell you.
Start with a CRM migration assessment
In 45 minutes, Elefante RevOps reviews your current CRM, identifies the three highest-risk integrations and outlines how to move. Whether you are moving into or out of HubSpot, we explain whether our CRM migration services fit your project.
Schedule a migration assessment →Not ready to book?
What can go wrong
during a CRM migration
A Salesforce to HubSpot migration can leave teams with missing history, broken integrations and unreliable reports if the data and processes are not checked before launch. Elefante RevOps has helped companies recover from failed migrations and replace CRMs that never worked properly.
Customer history goes missing
Contacts, activity history, notes, attachments and deal records fail to reach the new CRM. Teams lose the context they need for customer conversations and renewals.
Integrations stop working
Billing, ERP, marketing and support connections break after launch. Teams enter data manually, and records stop matching across systems.
Reports show different numbers
Incorrect field mapping or missing historical data changes dashboard totals. Without comparing reports before launch, teams cannot explain the differences.
Teams return to spreadsheets
Workflows make everyday tasks harder or slower. Sales moves back to spreadsheets and shared documents, leaving the CRM incomplete.
Everyday processes break
Automation, notifications, approvals and customer handoffs need rebuilding and testing. If they are missed, teams rely on temporary workarounds.
Training gets left behind
Without training for their daily tasks, users struggle to work in the new system. A HubSpot CRM migration is only useful when people can confidently use what was built.
90 days after a successful CRM migration
After launch, your team should be using the new CRM, trusting its reports and finding the history they need. Elefante RevOps’s CRM migration services include data cleanup, testing, training and documentation to support those outcomes.
Every team uses the same records
Customer, company, deal and activity records are connected in one CRM. Teams work from shared information, with the right relationships between records.
Your data is clean and consistent
Duplicates are merged, outdated fields are removed and inconsistent values are corrected. Your team spends less time fixing records and searching for information.
Daily processes work in the new CRM
Rebuilt workflows, automation and integrations support sales, marketing, customer success and operations. Training helps each team handle its daily work confidently.
Your customer history stays accessible
Agreed historical data, including activities, notes, deals, attachments, files and custom records, remains linked to the right customers.
Reports match the data behind them
Rebuilt dashboards are checked against the old system, with differences explained. Leadership can track performance using accurate, current information.
Your team can manage what comes next
The CRM supports your current processes, with documentation explaining the setup. Your team can maintain it and build on it as automation, reporting and business needs change.
For a HubSpot CRM data migration example, read the UrbanBound case study. Its Salesforce move took 12 weeks, with 92% of the GTM team using HubSpot within 30 days.
Two ways to plan and price
your CRM migration
Elefante RevOps offers CRM migration services through phased support or a fixed-price project. Both include data migration, rebuilt workflows, integrations, testing and user training.
Phased migration support
For companies moving in stages or needing ongoing help with a complex CRM migration.
- Dedicated CRM migration team
- Phased migration planning and execution
- Weekly project reviews and ongoing support
- Data, workflow, and integration migration
- User training and adoption guidance
End-to-end migration project
For companies ready to complete their migration through one project, with scope and price agreed before work begins.
- End-to-end migration planning and delivery
- Data, workflows, and integrations migrated
- User training and go-live support
- Rollback and validation plan
- Fixed project scope and pricing
For either option, we handle the migration work; your team provides access, answers questions, checks sample records and approves the switch. We agree on your team’s time commitment during the assessment.
Answers to the questions we get every discovery call.
Can't find yours? Bring it to the assessment.
Ready for your migration assessment?
45 minutes. Written scope, risk register, fixed price. Before we touch a record.