CRM Migration Services
As a fractional RevOps team with Elite Partner status, we specialize in delivering technical consulting that takes HubSpot from good to great. Our expertise ensures a smooth transition for your business, no matter which CRM you're currently using.
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Expert Support for Your CRM Migration

Elite HubSpot Solutions Experts
As a fractional RevOps team with Elite Partner status, we deliver technical consulting that takes HubSpot from good to great.

Painless Migration Process
Put your migration concerns at ease with support from Elite HubSpot Solutions experts. Whatever CRM you're on, we make migrating data and entire portals painless
Benefits of a Best-in-Class CRM

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2

3

1

Scale your business
with a best-in-class CRM

2

Build a foundation
for advanced functionality

3

Create one source of truth
for your data
Why Migrate to HubSpot with Drone Pros?
We know our way around
No matter where you're coming from, we make getting there easy.
  • Tech stack consolidation
  • Lack of reporting & data visibility
  • Ditching Legacy tech
  • High costs
  • Poor user adoption
  • Integration headaches
  • Scalability / future-proofing
  • Workflow chaos
  • Improved customer engagement
  • Messy data
The Migration Headache
Most CRM moves fall short
Too many migrations end with broken processes, missing CRM data, or mismatched systems. That's where we come in.
Complex vs basic migrations
Whether you need a simple data transfer or a full-scale portal migration, Drone Pros ensures it's done right—quickly and efficiently.
Migrate Smarter, Not Harder

1

Solution Mapping & Initial Discovery
We review your current setup, mapping all data—objects, fields, and more. You tell us what you need, we scope the plan, and set clear expectations before kicking off the migration.

2

Kickoff (Week 1)
We confirm the roadmap, align on milestones, set up users, and map fields to ensure a smooth start.

3

Discovery & Prep (Week 2)
Whether it's a basic or complex migration (just data or entire portal), we create a detailed field mapping template, ensuring everything is ready for a seamless transition.

4

Sample & Trial Run (Weeks 3-6)
A test migration ensures everything is accurate. Triple QA checks help catch and fix any issues before full migration.

5

Pilot Phase (Weeks 7-8)
We roll out the migration with a small group to test the full process, train users, and gather feedback for improvements.

6

Cut Over (Weeks 9-10)
Final preparations are made, including user access and workflow checks. A go/no-go meeting ensures everyone is ready for the full migration.

7

Go-Live
The migration is rolled out in phases, ensuring smooth transfers of workflows, templates, and reports. We provide real-time support throughout the process.

8

Post Go-Live Optimization (Weeks 11-12)
After go-live, we make final tweaks and address any gaps. We monitor the system to ensure everything runs smoothly.

9

User Adoption & Training
Tailored, hands-on training helps your team hit the ground running with HubSpot, with ongoing support to ensure full adoption.
We Fix What Others Miss
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"Two-in-a-box" Approach
Our unique method ensures your HubSpot migration will be accurate, on time, and backed by RevOps best practices.
2
Team of CRM and RevOps Experts
Unlike agencies that rely on one strategic account manager, Drone Pros assigns a team of experts to your migration.
3
Thorough Quality Assurance
Ten eyes on every detail means nothing slips through the cracks, ensuring a flawless migration process.
HubSpot Migrations Backed by RevOps Best Practices
Optimize your CRM
We don't just replicate your old CRM setup—we make it better.
Streamline Workflows
Lost in redundant or unnecessary workflows? We'll streamline and optimize what matters, cutting out the rest for maximum efficiency.
Align with Business Goals
Your new HubSpot instance will be lean, efficient, and perfectly aligned with your business goals.
Foundational Epics & CRM Optimizations
Lifecycle Stages
Categorize and track the relationship between customers and your business
Sales Stages
Build, automate, and track the stages of your sales process so you can sell better with HubSpot
Lead Acquisition Channels
Make sure you understand where your leads are being generated
Lead Scoring
Assign Positive & Negative actions and attributes to help qualify your marketing leads.
Forecast & Goals
Track your revenue beyond the right now into the desired and future state
Marketing to Sales Handoff
Make sure nothing slips between the cracks when Marketing hands a lead to sales.
Frequently Asked Questions

How do you handle errors during the HubSpot CRM migration process?
Errors are addressed during our rigorous QA process. While some minor discrepancies (like a small difference in the number of migrated records) can happen due to duplicates, major errors are identified and fixed promptly to ensure a smooth migration plan and execution

Who is responsible for cleaning data before migration?
Data cleanup is typically the partner's responsibility. We recommend cleaning up your source system before we begin the migration. We can do so if you prefer us to handle it, but this may extend the timeline and incur additional costs.

What's the typical timeline for a HubSpot CRM migration service?
Depending on complexity, migrations typically take 8-12 weeks.

What factors influence the timeline of a data migration project?
Factors can include the complexity of your current CRM, the amount of data to be migrated, and the level of customization required.