How to choose the right HubSpot migration partner

With its range of powerful tools and features, HubSpot has become a go-to platform for many businesses looking to streamline their operations and improve customer engagement.  

However, migrating to HubSpot can be a complex and challenging process, especially for businesses with large amounts of data or multiple existing integrations. This is where a HubSpot migration partner comes in.  

In this article, we'll explore the concept of a migration partner and why it's important to choose the right one for a successful migration to HubSpot. We'll cover: factors to consider, questions to ask and red flags to watch out for, so you can make an informed decision when choosing a migration partner for your business.  

Factors to consider when choosing a HubSpot migration partner

When choosing a partner for your HubSpot migration, there are several factors to consider, ensuring a successful outcome. Here are some things to think about: 

1. Experience 

Look for a partner with a proven track record of success in HubSpot migration, particularly with migrations like yours in terms of platform, data volume and integrations.  

2. Technical expertise 

Your partner should have the technical knowledge and skills required for the migration process, including familiarity with HubSpot's API and data mapping/cleansing solutions. 

3. Reputation and reviews 

Look for a partner with a positive reputation and good reviews from previous clients. They must be transparent, communicative and responsive to your needs. 

Ask them for evidence of their experience, such as case studies – or see if they’ll put you in touch with a previous client so you can ask your questions directly. 

4. Communication and project management 

Effective communication and strong project management skills are crucial for a successful HubSpot migration. Look for a partner who can provide regular updates, answer your questions, and manage timelines, budgets, and resources effectively. 

From the start, find out who your point of contact will be – are they UK based? Do they outsource or offshore their work? What hours do they work? How regularly will you have status calls? What's the process if you have urgent questions? 

5. Cost and value 

While cost is important, don't base your decision solely on this factor. Consider the value for money, including the partner's expertise, reputation and level of support provided. 

Questions to ask potential migration partners 

1. How many HubSpot migrations have you done before? 

• Experience is a key factor in selecting a migration partner.  
• You want to work with a partner who has successfully completed numerous HubSpot migrations and has a deep understanding of the platform.  
• The more experience a partner has, the more likely they are to have encountered and overcome common migration issues. 
  

2. What is your process for migrating data to HubSpot? 

• Every migration project is unique, and a partner’s migration process should be tailored to your specific needs.  
• A good migration partner will take the time to understand your business, your data and your goals, and will have a clear plan for migrating your data to HubSpot.  

• They should be able to explain their process in detail, including how they will ensure data accuracy and completeness.  
• They should even have documentation to outline this process and ensure your expectations are managed. 

3. Can you provide references or case studies from previous clients? 

• A reputable migration partner should have a portfolio of successful migration projects, and be able to provide references or case studies from satisfied clients.  
• Ask for examples of similar projects they have completed, and don't be afraid to request a reference call to learn more about their experience working with the partner.
   

4. How do you handle unexpected issues or challenges during the migration process? 

• No HubSpot migration project goes perfectly according to plan, and unexpected issues can arise.  
• A good migration partner will have a process in place for handling these unforeseen challenges and will work closely with you to find solutions.  
• They should have a dedicated team available to address any issues that may arise and be transparent about any potential roadblocks. 
• Communication is key when things aren’t going to plan – ask how changes or issues are communicated with you. 

5. How do you ensure the security and privacy of our data during the HubSpot migration? 

• Data security and privacy are critical concerns during any migration project.  
• Your HubSpot migration partner should have a robust security and privacy policy in place and be able to explain how they will protect your data throughout the migration process.  
• They should also be familiar with any data protection regulations that apply to your business, such as Data Protection Act, or GDPR, and ensure compliance. 
  

Red flags to watch out for 

When selecting a partner for your HubSpot migration, it's important to keep an eye out for red flags that may indicate a less-than-ideal partner. Here are some warning signs to watch out for: 

1. Lack of HubSpot migration experience 

Choose a partner with experience in your HubSpot migration to ensure they understand the unique challenges and technical aspects of the process. 

2. Lack of transparency or unclear communication 

 Avoid partners who are unclear or evasive about their process, pricing or timelines. 

3. Unreasonable pricing or hidden fees 

While pricing is important, be wary of partners who offer prices that seem too good to be true or include hidden fees that can add up quickly. 

4. Overpromising and underdelivering 

Be cautious of partners who overpromise or guarantee a perfect migration, as the process can be complex and unpredictable. 

5. Poor reviews or negative feedback 

Research a partner's reputation to ensure they have positive reviews and feedback from previous clients, as poor reviews could be a warning sign of potential issues during the migration process. 

By being aware of these red flags, you can avoid choosing a migration partner who may not be the best fit for your needs, avoid wasting money and ensure a successful HubSpot project. 

In conclusion, take the time to research and ask questions before choosing a migration partner. By doing so, you can ensure a successful migration to HubSpot and avoid potential pitfalls that could arise from choosing the wrong partner. 

Speak to a SpotDev expert about your HubSpot migration.