8 Reasons to Migrate from Salesforce to HubSpot CRM

For Salesforce users seeking automation and marketing functions, HubSpot is a no-questions option. You can use it separately, integrate it to Salesforce with the native integration, or — brace yourself — you can migrate to HubSpot and ditch Salesforce entirely. 

Many people see HubSpot as a marketing tool, which is fair enough as that is its origin. However, HubSpot is now a comprehensive customer experience tool with features to serve the entire customer journey. You can gain a lot by adopting HubSpot solutions across your organization. Below are eight reasons to replace Salesforce with the HubSpot Growth Suite.

8 Reasons to Migrate from Salesforce to HubSpot

User-friendly Interface

HubSpot is famous for being a user-friendly platform that requires few tech skills without compromising user experience. Templates, pre-made workflows, step-by-step guides, the HubSpot Academy, and stellar customer support make anyone’s experience with HubSpot productive and low-stress.

User-friendliness doesn’t mean a watered-down CRM, either. HubSpot offers extensive features, including custom objects, field- and team-level permissions, and AI, among others. HubSpot’s Contact-centered structure means that all your customer data can be found in a single record, giving your team full visibility of any customer or prospect from a central location.

Quicker Setup

Salesforce implementation can take anywhere from a few months to a year, depending on the level of complexity you need. You’re also more likely to need a developer to lead the project.

On the flip side, most teams can get HubSpot up and running in days or weeks. HubSpot offers an onboarding service, which is a basic walkthrough of the platform focused on the features that cater to your company goals. Or you can partner with Coastal Consulting for HubSpot implementation, which is a custom platform configuration for your company.

Ultimately, the learning curve is significantly smaller when you stick to HubSpot for marketing and sales. Your team only needs to learn one set of terminology, understand one interface, and create workflows and processes for a single platform.

Customer Service

HubSpot’s customer service is an industry leader for a reason. A comprehensive knowledge base, community, chat, phone, and email support mean you can always find a timely solution to your HubSpot problems.

The Navigators Community is a one-stop shop for HubSpot and Salesforce users to learn, network, and find opportunities. Join now and get instant access to an ever-growing library of video trainings, how-to articles, and expert advice in the forum.

Wide Range of Features

HubSpot is structured in “Hubs,” aka multiple suites of products serving different needs. Marketing, Sales, Service, Content, Operations, and Commerce make up the HubSpot ecosystem.

One of the more attractive reasons to choose HubSpot is that you can quickly scale as needed. Even the free CRM has valuable functionalities, but as you grow you can upgrade to gain access to new Hubs and premium features like automations and business intelligence. We recommend starting with the Professional plan, which is the minimum required for access to automation.

Compatible with Most Tools

Another reason to consider a Salesforce to HubSpot migration is that HubSpot integrates with hundreds of apps through the App Marketplace. Sales, accounting, emails, and more can be connected directly to your HubSpot account to expand your CRM capabilities.

Enhanced Reporting

Understanding your data is crucial for making informed business decisions. HubSpot CRM provides powerful, easy-to-use reporting and analytics tools. And since all of your data is in one place, reporting is more accurate and can drive better, more impactful insights.

HubSpot has customizable dashboards and detailed reports, which give you a detailed view of your sales pipeline, customer interactions, and overall business performance, all tailored to your priorities.

Streamlined Operations

Salesforce connects with HubSpot through a native integration you can find in the App Marketplace. However, the native HubSpot Salesforce integration has many moving parts and can generate maintenance needs, sync errors, and other issues if not done correctly. Let’s not talk about the complexity of managing a custom integration.

Using a single interface decreases redundancies and simplifies your workload. When you keep everything inside HubSpot, it’s easier to connect workflows and set up automations so that your customers always receive timely, relevant communications. 

Easier Data Management

Over time, data management is one of the bigger headaches for teams using a CRM. When you combine two different platforms, the headaches mostly grow.

Salesforce and HubSpot have different naming conventions for similiar objects between platforms. This can create confusion and cause errors in data management. Not a big deal if you have a handful of records, but as your CRM grows, so does the problem.

Another common issue with the integration is sync errors starting to cause trouble. A sync error is an issue with the data flow between platforms connected by the integration, and it can have a significant downstream impact.

Lastly, user permission levels may vary from HubSpot to Salesforce, preventing your users and teams from accessing the data necessary to fulfill their roles. 

Using the HubSpot CRM means your data, from collection to every interaction after that, is in a single place. This way, you have a clear view of prospects’ and customers’ history so your team can make faster, more informed decisions.

Final Words If You Are Considering A Salesforce to HubSpot Migration

Both HubSpot CRM and Salesforce are powerful tools designed to enhance sales and customer relationship management. But they cater to different business needs and preferences.

Salesforce offers a robust and highly customizable platform with extensive features and integrations, tailored for larger enterprises with complex needs and the resources to invest in extensive customization and training. You can definitely create a unique Salesforce instance, but it will come with a definitely unique price tag and ongoing support needs.

HubSpot is popular for its user-friendly interface, seamless integration with marketing tools, and cost-effective pricing, which makes it the best choice for small and mid-sized businesses seeking simplicity and scalability without extensive onboarding. It’s easy for most teams to manage HubSpot without a third party — or the added costs of a dedicated manager. But this simplicity doesn’t detract from powerful marketing, sales, and CX capabilities.

The Easiest Way to Migrate Data from Salesforce to HubSpot Is Through the Native Integration

To get started with a Salesforce to HubSpot migration, install the native HubSpot Salesforce integration and import your data from Salesforce. This will save you from hundreds of manual exports and imports and ensure all data is transferred seamlessly before ending your Salesforce contract. The HubSpot Salesforce Integration Certification Course walks you through every step you’ll need to plan for when preparing to migrate. Enroll now and save time using the HubSpot Salesforce integration.