What is the purpose of a data migration plan?
- To track errors and feedback during the project
- To set expectations with project stakeholders
- To facilitate clear and effective communication
- All of the above
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What is the purpose of a data migration plan?
By vmartinez
True or false? Third-party tools like Neverbounce, Zoominfo, and Insycle can enhance the quality, accuracy, and completeness of your data before, during, and after a migration.
By vmartinez
Fill in the blank: _______ enables you to import contacts, companies, deals, and other CRM objects to HubSpot, using supported file formats like CSV and Excel.
By vmartinez
Imagine you’re leading a discovery call with a potential client. They’re interested in transitioning to the HubSpot Smart CRM, but are worried that their unfamiliarity with the platform and lack of best practices knowledge may lead to low user adoption. How can you address their concerns?
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True or false? CRM data migrations include transferring only standard objects like contacts and companies.
By vmartinez
One common concern with data migrations is resource availability. How can you alleviate this concern for your client?