Sales & CRM

Navigating CRM migration: strategies for effective change management

11 min read


CRM migration HubSpot

Migrating from one CRM system to another is a journey. A CRM migration is a multifaceted endeavour that involves numerous individuals and teams, including marketing, sales, service, CRM ops, and more.

Each person brings their unique perspectives, reacts to change differently, and faces distinct challenges and issues. As a CTO or CIO of a large enterprise business, it is crucial to approach this task with careful management, considering both change control and change management, as it will undoubtedly shape the future of your organisation.

At Huble Digital, we understand the intricacies involved in CRM migration, and as an elite HubSpot partner with over 300 successful implementations under our belt, we have the expertise and certifications to guide you through a successful transition.

Change control in CRM migration

Change control is a critical aspect of any CRM migration, and it plays a pivotal role in ensuring a seamless transition from one system to another.

In essence, change control refers to the process of managing and controlling changes to your CRM system during migration to minimise disruption and mitigate potential risks.

Change control encompasses a systematic approach to evaluating, implementing, and tracking changes to the CRM system. Here's why it matters in CRM migration:

  1. Risk mitigation: CRM migration involves various changes, from data transfers to software configurations. Change control helps identify and assess potential risks associated with these changes. By evaluating the impact and potential issues, you can proactively address concerns and minimise disruptions.

  2. Data integrity: Ensuring that your data remains accurate, complete, and secure is crucial during migration. Change control processes provide a framework to maintain data integrity throughout the transition. It involves careful planning and validation to prevent data loss or corruption.

  3. Regulatory compliance: Many industries have specific regulations and compliance requirements related to data handling and management. Change control ensures that the CRM system aligns with these regulations, reducing the risk of non-compliance issues during and after migration.

  4. Business continuity: Business operations should continue smoothly throughout the migration process. Change control strategies help identify areas that could potentially impact business continuity. By having a well-defined change control process, you can ensure minimal disruption to customer service, sales, and other essential functions.

  5. Documentation and transparency: Change control involves maintaining detailed records of changes, approvals, and implementation steps. This documentation is essential for transparency and accountability. It helps all stakeholders understand the changes, the reasons behind them, and the expected outcomes.

By incorporating a robust change control process into your CRM migration strategy, you can enhance the overall success of the transition.

It helps you navigate the complexities of CRM migration while minimising risks, ensuring data integrity, and promoting business continuity. Partnering with experts who understand the intricacies of HubSpot change control, such as Huble Digital, can provide invaluable support in achieving a seamless and secure CRM migration.

As we delve into the technical and systematic aspects of change control, it's equally crucial to explore the human and organisational dimensions addressed by change management, creating a dynamic duo for ensuring a successful CRM migration experience.

Why Change Management Matters in CRM Migration

Effective change management, including HubSpot Change Control, is essential when undertaking a CRM migration in a large enterprise environment.

The shift from one CRM system to another isn't just about changing software; it's a transformative process that affects your entire organisation's workflows, processes, and culture.

In the process of CRM migration, it is essential to consider and address the various aspects of change management: 

  • Reducing resistance to change: People naturally resist change, especially when it affects their routine tasks. Effective change management can help in reducing resistance from users.

  • Driving user adoption: The success of a new CRM system hinges on its users' active engagement. To guarantee widespread adoption, it is crucial to establish user buy-in and excitement right from the start. This involves effectively communicating how the system, with the support of HubSpot Change Control, will alleviate existing pain points and simplify their daily lives.

  • Mitigating Risks: CRM migration can pose significant risks, including data loss, interruptions in customer service, and negative impact on sales. Change management can help identify potential issues before they become critical.

  • Maintaining an uninterrupted customer experience: CRM systems are crucial for managing customer interactions. Any disruption during the migration process can impact customer service, leading to dissatisfaction and potential loss of business.

At Huble Digital, we recognise that successful CRM migration is not just about technical efficiency but also about supporting individuals and teams during the transition.

Our team of experts will ensure that change management strategies are in place to drive user adoption and maximise the benefits of the new CRM system, and this starts with building a champions training program.

Building a Champions Training Program

Building a Champions Training Program is a critical step in driving successful CRM adoption. Change is often met with resistance, especially in large enterprises. That's why we focus on creating a team of internal champions who will lead the way during the HubSpot CRM migration process.

Our approach starts by identifying individuals within your organisation who have a deep understanding of your business processes and are enthusiastic about embracing the new CRM system.

These champions act as change agents, advocating for the benefits of the new system and encouraging their teams to adopt it. We provide comprehensive training to these champions, equipping them with the knowledge and skills necessary to guide and support their colleagues throughout the migration process.

By leveraging the expertise and influence of your internal champions, we ensure a smoother transition and foster a positive mindset towards the new CRM system.

Ensuring Full Team Engagement and Ongoing Training

For a CRM implementation to succeed, full team engagement and ongoing training are essential. At Huble Digital, we recognize that every individual within your organisation plays a vital role in utilising the CRM system effectively. That's why we prioritise comprehensive team training and ongoing support.

Our training programs are tailored to the specific needs of your organization. We conduct thorough needs assessments to understand your team's existing knowledge and skills gaps.

Based on this assessment, we design training sessions that address these gaps and ensure that your employees have the necessary skills to leverage the CRM system effectively. We offer various training formats, including in-person workshops, virtual sessions, and self-paced e-learning modules, to accommodate diverse learning styles and preferences.

Furthermore, we provide ongoing support to your team even after the initial training. Our 24/7 support services ensure that your team has access to expert assistance whenever they need it. Whether it's troubleshooting issues, answering questions, or providing guidance on advanced CRM features, our support team is always ready to help.

This ensures that your team remains engaged and confident in using the CRM system as they continue their journey with HubSpot.

Importance of Training Documentation and CRM Governance

During a large-scale CRM migration, comprehensive training documentation and CRM governance guidelines are essential for a smooth and successful implementation. These components address common questions and concerns surrounding adoption, security, and user training.

Training Documentation

We understand that training materials play a crucial role in knowledge transfer and ongoing learning. Our experienced team develops comprehensive training documentation tailored to your organisation's unique requirements.

These materials serve as a reference point for your team, providing step-by-step instructions, best practices, and tips for using the CRM system effectively. Our goal is to ensure that your employees have the resources they need to confidently navigate the CRM platform and make the most of its features.

CRM Governance

As an ISO27001 certified company, we prioritize data security and compliance throughout the CRM implementation process. We understand the importance of maintaining CRM integrity and protecting sensitive information.

Our CRM governance framework ensures that appropriate access controls, data privacy measures, and compliance protocols are in place. We work closely with your IT and security teams to align the implementation with your organisation's security policies and industry regulations.

We work closely with your IT and security teams to align the implementation with your organisation's security policies and industry regulations. With our robust CRM governance practices, you can trust that your data is secure, and your CRM implementation aligns with the highest standards of information security.

Additionally, our governance guide framework ensures that every person in the organisation knows what needs to be considered before making any change in the system that could cause negative downstream impact.

Partnering with Huble Digital: The Enterprise Advantage

Partnering with Huble Digital means collaborating with an elite HubSpot partner that understands the unique needs of large enterprise businesses.

With our deep expertise in ITIL and HubSpot Change Management, we are uniquely equipped to meet your CRM implementation needs, ensuring streamlined and compliant changes while fostering agility and adaptability in your organisation.

With over 175 employees across our offices in the UK, Canada, USA, Germany, Belgium, Singapore, and South Africa, we bring a wealth of experience and expertise to your CRM implementation journey. Our team of professionals hold advanced certifications and have undergone extensive training, enabling us to provide comprehensive guidance and support.

We are committed to delivering an enterprise-level approach to CRM implementation, ensuring streamlined and compliant changes while fostering agility and adaptability in your organisation. As a trusted partner, we bring a deep understanding of system integration, governance requirements, and CRM best practice, making us uniquely equipped to meet your CRM implementation needs.

Huble offers a range of HubSpot Managed Services, including 24/7 HubSpot Configuration Change Control. A HubSpot Solutions Architect will consult on, maintain the documentation relating to the architecture of your HubSpot environment, and make required changes to data schemas and overall HubSpot configuration.

Partner with Huble Digital for a seamless CRM migration and unleash the full potential of HubSpot CRM in your large enterprise business.

Contact our team today to see how we can support you in your HubSpot CRM migration, including effective HubSpot Change Management practices.

Not using HubSpot yet?

Book a demo with our team today.

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