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Salesforce Migration

More often than not, Salesforce is sitting gathering dust demanding a large sum of cash to keep live each year. We help your business make the transition to a platform that your business genuinely extracts value from.

Dynamics 365 Migration

Dynamics 365 Migration

Heavy duty and difficult for teams to use, Azgard will scope out and devise a migration plan that moves your business to HubSpot CRM ensuring your team are efficient and effective.

Custom + Other CRM Migration

Custom + Other CRM Migration

Whether you've built a bespoke CRM or are sitting on any number of other platforms, Azgard has the capabilities to move you comfortably onto the HubSpot CRM.

WHY CHOOSE AZGARD AS YOUR CRM IMPLEMENTATION PARTNER?

At AZGARD, we’re proud to have worked on an internal team at HubSpot to help their very own migration from Salesforce to the HubSpot CRM.

It’s testament to our wide-ranging expertise in HubSpot across the sales and marketing spectrum, and our proven track record in complex migrations, integrations and change management for large sales teams.

Pre-Workshop Prep

1

Takeholder Interviews
Team Surveys

Deep-Dive Workshop

2

CRM Strategy Delivery

3

CRM Setup

4

Data Migration
Reporting Setup
Sales Process Added

Integrations

5

Supplement Tools e.g Aircall/Databox

Automations

6

Deal Workflows
Sales Sequences

Training and Support

7

OUR PROCESS

Our CRM implementation methodology is designed to help sales teams make the most of the advanced features on offer from the HubSpot CRM. We aim to get them up and running fast with a CRM that meets their own unique needs.

1. Pre-Workshop Prep

Our process begins with key stakeholder interviews and surveys sent across the broader team. It's important step in setting the platform for a successful migration.

2. Deep-Dive Workshop

Our deep-dive workshop is where we really get under the skin of your business, looking at everything from your top-line business challenges to your lifecycle stage definitions, sales process and opportunities for automation.

3. CRM Strategy Delivery

The outcome of both previous workshops is delivered via a comprehensive report detailing the migration strategy and a view of the end game.

4. CRM Setup

We clean and import your data, build contact and company data, migrate existing pipeline data and map all features in HubSpot to your existing Sales Process.

5. Integrations

We ensure your CRM is connected with any complementary tools required by you or recommended by us, such as Aircall for phone systems, PandaDoc for document automation, and Databox for real-time reporting or even Message Media for SMS needs.

6. Automation

We build sales workflows to ensure your sales team is firing on all cylinders and focussing on tasks that are revenue generating.

7. Training and Support

We make sure that change management is handled superbly with training and coaching provided throughout the roll out. We also advise on how your team can best handle internal communications to ensure no one is surprised when the change does come.

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