Many B2B tech and telecoms businesses have upgraded their spreadsheets for more advanced customer relations management (CRM) systems to help maintain control over their data and enhance the overall experience they provide to their customers.
Transferring data onto different systems can be a daunting task with the risk of losing valuable data or receiving a fine for a general data protection regulation (GDPR) breach. There’s also a challenge to avoid disruption to the day-to-day running of your business.
Whether you’re thinking about upgrading or replacing your CRM system, HubSpot could be the perfect platform to host your data, create a collaborative environment across your organisation and provide a seamless experience to your customers. HubSpot is also GDPR compliant.
Importing your data onto HubSpot is fast and simple. Its algorithm analyses your data giving each of your contacts their own personal profile. Members of your organisation can view, track and manage each interaction ensuring contacts receive a high-quality experience.
Organising your data is the crucial first step when importing. You’ll need to make sure each element of your data i.e. first name, last name and email address, have their own columns with the appropriate headings. This will enable HubSpot to accurately match each individual column into its database.
At Ilex, we’ve helped many of our clients import their contacts into HubSpot’s CRM system. We have the knowledge and expertise to ensure we never lose any of your client’s data.
If you would like to learn more transferring your data over to HubSpot, book a meeting with us today.