No Bounds Digital is proud to announce that we have earned the prestigious HubSpot Data Migration Accreditation. This significant achievement underscores our dedication to providing the highest level of quality and service to our clients, reinforcing our position as a top-tier HubSpot Solutions Partner.
What are HubSpot Accreditations?
HubSpot accreditations are designed to recognize solutions partner organizations that support the success of HubSpot customers with exceptional quality, service, and strategic insight. To be awarded an accreditation, partners must demonstrate expertise, capacity, and practical experience necessary to serve customers with complex technical and business needs.
Key Points:
- Demonstrated Expertise: Only partners with proven capabilities qualify.
- Highest Quality and Service: Represents the top level of service for partners.
- Rigorous Evaluation: Only the best partners pass HubSpot's thorough evaluation process.
Our Journey to Data Migration Accreditation
Demonstrating Expertise in HubSpot
Earning the Data Migration Accreditation required our team to showcase extensive knowledge and hands-on experience in successfully migrating data from legacy systems into the HubSpot platform. This rigorous process involved meeting specific certification requirements and demonstrating our capabilities through successful project implementations.
Certification Requirements
Our team fulfilled several key certifications, demonstrating our breadth of expertise:
- Marketing Hub Implementation
- Sales Hub Implementation
- Marketing Hub Software
- Sales Hub Software
- Service Hub Software
- Platform Consulting
- Data Integrations
- Salesforce Integration
- Objectives-Based Onboarding
- HubSpot Reporting
Additionally, at least two of our team members are certified in HubSpot Architecture I.
Highlighted Projects
Naked Development Migration
Client: Naked Development
Location: Irvine, CA
Challenge: Migrate from a "Frankenspot" tech stack to HubSpot
Solution:
- Migrated data from Click Funnels, Pipedrive, QuickBooks, Proposify, and Docusign.
- Preserved relational and contextual data.
- Used Import2 technology to import data into HubSpot.
Key Achievements:
- Data Complexity: Included activities and attachments from Pipedrive since 2017.
- Integration: Synced QuickBooks contacts with HubSpot.
- Efficiency: Coordinated data migration alongside process and reporting migration.
Chamberlain Group Migration
Client: The Chamberlain Group
Industry: Financial Services
Challenge: Migrate from Redtail CRM to HubSpot
Solution:
- Maintained complex historical source relationships.
- Conducted delta migration for associating contacts with households.
- Provided strategic guidance to enhance sales processes.
Project Facts:
- Prior System: Redtail CRM
- Records Migrated: 11,052
- Objects Migrated: Contacts and Households
- Seat Count: 37 users
- Product Tiers: Marketing Hub Pro, Sales Hub Enterprise
Detailed Migration Process:
- Data Assessment: Analyzed Redtail's SQL database and identified data structure.
- Data Preparation: Used Google Sheets and Excel formulas for data mapping.
- Delta Migration: Conducted multiple imports to ensure accurate association of contacts with households.
- Custom Objects: Created custom household objects in HubSpot to maintain data integrity.
Conclusion
Earning the Data Migration Accreditation is a testament to No Bounds Digital's commitment to excellence and our capability to handle complex data migrations. This is our second HubSpot accreditation, adding to our existing Onboarding Accreditation, which further emphasizes our expertise in onboarding new customers on the Pro and Enterprise editions of Marketing and Sales Hubs.
Benefits of Working with Accredited Partners
For customers looking to leverage HubSpot's full potential, partnering with an accredited solutions partner like No Bounds Digital ensures access to:
- Proven Expertise: Assurance of top-tier service and strategic insights.
- Quality Assurance: High standards of execution and support.
- Comprehensive Support: Expert guidance throughout your HubSpot journey.
Contact us today to learn more about how we can help you achieve seamless data migration and exceptional onboarding experiences with HubSpot.
