--- title: "CRM Migration" url: https://www.sidekickstrategies.com/services/crm-migration description: "Afraid to switch CRMs? Sidekick migrates from Salesforce, Dynamics, or any CRM to HubSpot without losing a record. Book a free strategy call." type: service canonical: https://www.sidekickstrategies.com/services/crm-migration --- # Move From Salesforce, Dynamics, Or Any CRM Without Losing A Record. Switching CRMs is stressful because the risk feels enormous. Years of contact data, deal history, and activity records are on the line. A clean migration means your team doesn't skip a beat. A botched one sets you back months. ## You're Afraid To Switch Because You Can't Afford To Lose Data. - Your sales team has years of notes, deal history, and contact records in your current CRM and they can't afford to lose any of it. - You've tried migrating data before and ended up with duplicates everywhere, broken associations, and missing activity history. - Your current CRM has custom fields, picklist values, and automation logic that doesn't map neatly to HubSpot's structure. - Leadership approved the HubSpot purchase but the migration timeline keeps slipping because nobody knows where to start. That's exactly what a managed CRM migration fixes. ## How We Help CRM migration moves your contacts, companies, deals, activities, and custom data from your current platform to HubSpot without losing records, breaking associations, or creating duplicates. We handle Salesforce, Dynamics, Zoho, Pipedrive, and other major CRMs. Sidekick's migration process is methodical. We start with a full data audit of your current CRM to understand what you have, what needs to migrate, and what can be archived. We map every field, picklist value, and object relationship to HubSpot's data model. Then we run test migrations, validate the results, and only go live when everything checks out. We've migrated CRMs with 50,000+ contacts and complex custom objects. Your data is safe with a team that treats migration like the high-stakes project it is, not a quick import job. - **Full Data Audit First:** We audit your current CRM completely before migrating anything, identifying what moves, what archives, and what gets cleaned. - **Test Migration Before Go-Live:** We run a full test migration and validate every record type before touching your production data. - **Historical Records Preserved:** Deal history, activity timelines, notes, and attachments are preserved so your team doesn't lose context. - **Zero-Downtime Transition:** We plan the cutover so your team can keep working in the old system until the new one is ready. ## What's Included - **Data Audit Report:** A complete inventory of your current CRM data: record counts, custom fields, object types, and data quality assessment. - **Field Mapping Document:** A detailed map of every field from your current CRM to HubSpot, including transformations and picklist value translations. - **Data Cleansing:** Deduplication, formatting standardization, and removal of junk records before migration. - **Test Migration:** A full test migration with validation of record counts, associations, and data integrity. - **Production Migration:** The final migration executed during a planned cutover window with real-time monitoring. - **Post-Migration Validation:** Record-by-record validation of critical data with a sign-off checklist. - **HubSpot Configuration:** Custom properties, pipelines, and automation configured to match your migrated data structure. - **Team Training:** Training for your team on the new HubSpot environment so they know where everything lives. ## From First Call To Results 1. **Discovery And Data Audit:** We audit your current CRM, inventory all data objects, and assess data quality and migration scope. 2. **Mapping And Cleansing:** We map every field to HubSpot, clean up duplicates and junk data, and prepare for test migration. 3. **Test And Production Migration:** We run a test migration, validate everything, then execute the production migration during a planned cutover. 4. **Validation And Training:** We validate every migrated record, train your team on the new environment, and provide post-migration support. ## Is CRM Migration Right For You? ### This Is For You If - You're switching from Salesforce, Dynamics, Zoho, Pipedrive, or another CRM to HubSpot. - You have years of historical data that must be preserved during the move. - Your current CRM has custom objects and fields that need careful mapping. - A previous migration attempt failed or created data quality issues. - You want to migrate without disrupting your team's daily work. ### This Isn't For You If - You're starting fresh with no existing CRM data. CRM Implementation is a better fit. - You only need to import a simple contact list. A basic CSV import may be enough. - You haven't decided on HubSpot yet. We can help evaluate, but migration starts after purchase. ## Frequently Asked Questions ### What CRMs can you migrate from? We migrate from Salesforce, Dynamics 365, Zoho, Pipedrive, ActiveCampaign, Keap, and other major CRM platforms. If your CRM can export data, we can migrate it. ### How long does a CRM migration take? Typical migrations take 4 to 8 weeks including the data audit, field mapping, test migration, and production cutover. Complex migrations with large datasets may take longer. ### How much does CRM migration cost? Pricing depends on data volume, complexity, and the number of custom objects. Monthly retainers range from $3,500 to $7,500. We scope everything on a free strategy call. ### Will we lose our deal history and activity records? No. We preserve deal history, activity timelines, notes, and attachments. The specific records preserved depend on your current CRM's export capabilities, which we assess during discovery. ### Can you migrate and implement at the same time? Yes. We often bundle migration with CRM implementation so your new HubSpot portal is fully configured and populated in one engagement. ## Related Services - [CRM Implementation](https://www.sidekickstrategies.com/services/crm-implementation): A CRM built around how your humans actually sell. - [HubSpot Onboarding Packages](https://www.sidekickstrategies.com/services/hubspot-onboarding): Your whole team gets productive in weeks, not months. - [Operations Hub Implementation](https://www.sidekickstrategies.com/services/operations-hub-implementation): Clean data, custom workflows, and systems that talk to each other. ## Let's Move Your Data Safely To HubSpot. Just a conversation about what you're migrating and how to do it without risk. No pitch deck. 30 minutes. [Book a free strategy call](https://www.sidekickstrategies.com/strategy-call) ## Key facts - **Service:** CRM Migration - **Category:** HubSpot Implementation - **Pricing model:** Fixed-price project - **Pricing details:** [Pricing](https://www.sidekickstrategies.com/pricing) - **Next step:** [Book a free strategy call](https://www.sidekickstrategies.com/strategy-call) --- Source: https://www.sidekickstrategies.com/services/crm-migration Sidekick Strategies ยท HubSpot consulting and content operations