Data Migrations | SmartBug Media

Comprehensive Platform Migrations for Every Department

Marketing Automation

SmartBug Media delivers expert migration services for marketing automation platforms like HubSpot. Marketo Engage, Pardot, Eloqua, Salesforce Marketing Cloud, and MailChimp, ensuring a seamless transition with minimal disruption to your marketing operations.

Sales and CRM

Whether you're moving from Salesforce, Dynamics, or other CRM platforms, SmartBug Media's migration expertise ensures your sales data, processes, and pipelines are securely transferred, preserving the integrity of your customer relationships.

Customer Service

Our team specializes in migrating customer service platforms like Zendesk, providing a smooth transition that keeps your support teams functioning at full speed with no loss of vital customer interaction data.

CMS

SmartBug Media offers seamless migration services for content management systems like WordPress, SquareSpace, and Webflow, helping you preserve your site’s functionality and content while upgrading to a more efficient platform.

Migration Strategy

A migration starts with SmartBug exploring your business objectives and aligning the migration with your overarching business goals and needs through discovery sessions. Next, we audit to gain a comprehensive understanding of your current systems and data to inform the migration process. This allows us to accurately map and cleanse data, giving us a clear view to design our migration plan and timeline.

A SmartBug smiling at a great data mapping plan

Data Mapping and Data Housing

To ensure a smooth migration, SmartBug conducts thorough data mapping to align your existing data with the new system. We develop a detailed mapping document that captures key relationships between records like contacts, deals, and companies, ensuring data accuracy throughout the migration. During this phase, we also implement best practices for data housing, ensuring secure storage and the integrity of your valuable information. This includes validating all associations and performing spot checks for consistency.

Data Governance

At SmartBug, we adhere to stringent data governance practices to ensure your data is handled securely, accurately, and in compliance with industry standards. Our governance policy outlines clear roles, responsibilities, and procedures to safeguard data integrity throughout the migration process. We establish a governance team to oversee every aspect of the project, including access control, asset management, and regulatory compliance, ensuring that data is mapped correctly and kept up to date across all systems.

Two SmartBugs smiling at happy clients off screen

Client Approvals

Client approvals are an integral part of our process. We provide regular checkpoints and transparent communication to align the migration with your business needs, obtaining approval at key stages. Our governance framework includes guidelines for user roles, permissions, and data management, ensuring that your business maintains full control while complying with necessary privacy and security regulations.

SmartBug looking out into the crowd while being praised for providing an exceptional QA experience

Sandbox Testing and QA

We take testing seriously. We use sandbox environments to perform rigorous QA, allowing us to simulate the migration and identify any potential issues before going live. Our testing process includes user acceptance testing (UAT) to ensure the system meets your team’s needs. We monitor imports, review associations, and verify data integrity through automated and manual processes.

Three SmartBugs performing a data migration

Execution

All of the hard work was done in advance and now it’s time to perform the data migration based on our data governance and map. We closely monitor the migration process, validate the data in the new system, and address any issues in real time. After the migration we perform a comprehensive data quality check to ensure accuracy, completeness and proper functionality of workflows and integrations. When paired with a retainer, we provide ongoing support and additional training if necessary.

Salesforce to HubSpot Migration + Nextech Integration Helps a Growing Cosmetic Surgery Practice Streamline Its Operations

Discover how SmartBug helped a growing cosmetic surgery practice streamline operations with a seamless Salesforce to HubSpot migration. By integrating HubSpot with Nextech in compliance with HIPAA, SmartBug provided full visibility into the patient journey, reducing response times and automating key processes. The result? A 60% boost in sales conversion rates and a unified system ready to support future growth.

What Our Clients Are Saying about Our Migrations Services:

From start to finish SmartBug Media was absolutely amazing. We migrated our CRM from Salesforce and had quite a few custom items we wanted built and SmartBug replicated what we were wanting. Our main point of contact, Mike Wolfe, was very professional and knowledgeable about HubSpot and worked very hard to set up our CRM to our expectations and standards.

Amanda Blanton

Accounting Brokerage

We subscribed to HubSpot and paired with a suggested on-boarding partner to migrate from Salesforce. After a few months we were almost ready to cancel the deal. [SmartBug] was brought in last minute and saved the day. Casey Peddicord pulled off a smooth migration in record time - amazing job by him and the resources he deploys!

Bobby Rudder

ERP Solutions

Working with [SmartBug] has been an absolute pleasure. Anton exhibited the highest levels of professionalism, courtesy, efficiency, knowledge of the ServiceHub platform, diligence in ensuring our migration needs were met, attentiveness to our thoughts and feedback, willingness to go above and beyond to make sure the migration was a success, and more... Thank you, Anton, and the [SmartBug/Globalia] Team.

Nami Nafissi

Financial Services

We migrated from Salesforce to HubSpot. The process was smooth and efficient. He introduced me to features that I wouldn't have found on my own and demonstrated how they would benefit our specific sales process. He was able to understand my requirements, translate them into a process, and explain how to properly implement the idea...I highly recommend [SmartBug/Globalia] to anyone who is just starting to use HubSpot as their CRM.

Jordan Bush

Manufacturing

I appreciate the continuous focus on achieving long-term goals through weekly and monthly deliverables. [SmartBug provides] frequent reviews and recommends tweaks to our process, content, and priorities so that we achieve our inbound goals...and maintains a quick pace to deliver a major website refresh and migration in a short timeframe. In a few short months, the SmartBug team has taken our marketing program to the next level.

Rachelle McClure

Consulting/Advisory

Our company had been using Salesforce as our CRM and HubSpot as our marketing platform. We needed to get on one system, and [SmartBug] helped us put together a roadmap to get HubSpot a HubSpot CRM set up and optimized, and get the data migrated from our Salesforce into HubSpot. [SmartBug] offers peace of mind in knowing that your HubSpot setup and integration will run smoothly so your sales team doesn't miss a beat.

Patxi Colbern

Financial Services

With a tight timeline to get 7 companies into HubSpot, we needed help. Enter SmartBug! We not only met our deadline, but have been supported, educated, and assisted in creating and optimizing our sales and marketing processes...[SmartBug has] been working around the clock to migrate our data from a previous system and connect a custom API with our EHR system. We are so grateful we have SmartBug and look forward to even more collaboration down the road!

Deirdre Motley

Health

I have been working with SmartBug for over four years now and could not be any happier with their services! My company has been through large shifts throughout the years, starting a website purely as a sales tool to now migrating the site to a new domain and generating high quantity of leads, the SmartBug team has been there at every stage...I highly recommend the SmartBug team as they are one incredible partner to work with.

Jennifer Slapke

Technology & Software

SmartBug has provided fantastic strategic and tactical support to our company. They have led us through a complete rebrand and new web site implementation. They do an amazing job with creation of highly technical content (blogs and webinars) and lead nurture email campaigns. And Smartbug has strong overall project management of activities. We highly recommend SmartBug.

Lisa Casavant

Medical & Wellness

What platforms can you migrate from and to?

SmartBug provides comprehensive migration services across various platforms, including marketing automation systems like HubSpot, Marketo Engage, Pardot, Eloqua, Salesforce Marketing Cloud, and MailChimp. For sales and CRM migrations, we specialize in platforms such as Salesforce and Microsoft Dynamics 365, ensuring a secure transfer of sales data, processes, and pipelines. Additionally, SmartBug handles customer service migrations from platforms like Zendesk, ensuring continuity in customer support functions. When it comes to content management systems (CMS), we offer seamless migration services for platforms like WordPress, SquareSpace, and Webflow, preserving site functionality and content throughout the process. And don't forget about ERPs like Business Central, SAP, SAP Business one, Netsuite and Oracle ERP.

Even if your technology isn't listed here, chances are we can still assist you. Our experts are committed to delivering success, no matter the platform or complexity of the migration.

What makes SmartBug different from other HubSpot and migrations service providers?

SmartBug stands out thanks to our status as an Elite HubSpot Partner and our proven track record of delivering successful outcomes. Our holistic approach encompasses not just technical expertise but also strategic insights that align with your business goals. We prioritize long-term partnerships and client success, making us a top choice for businesses looking to leverage HubSpot effectively.

How do I get started with SmartBug's migrations services?

Getting started is simple: Schedule an initial consultation. During this meeting, we’ll discuss your current tech stack, business objectives, and challenges. From there, we’ll provide a customized proposal outlining how we can help optimize your tech stack, and complete your migration to best serve your needs.

Ready for success? Let's keep the momentum going.

We're here to support you and your customers throughout the entire lifecycle. Explore our solutions, specifically tailored to your needs.

Migrations Services

Comprehensive Platform Migrations for Every Department

Marketing Automation

Sales and CRM

Customer Service

CMS

End-to-End Migration Process

Migration Strategy

Data Mapping and Data Housing

Data Governance

Client Approvals

Sandbox Testing and QA

Execution

Salesforce to HubSpot Migration + Nextech Integration Helps a Growing Cosmetic Surgery Practice Streamline Its Operations

What Our Clients Are Saying about Our Migrations Services:

Ready for Liftoff?

Frequently Asked Questions

What platforms can you migrate from and to?

What makes SmartBug different from other HubSpot and migrations service providers?

How do I get started with SmartBug's migrations services?

Ready for success? Let's keep the momentum going.

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Questions? Chat with our team to get started.

Recent Data Migration Articles

Salesforce to HubSpot Migration: A Guide for Reliable Knowledge Transfer

Zendesk to HubSpot: Best Practices for a Smooth System Migration

How to Do a Successful File Migration from an Existing CRM into HubSpot