Before reviewing migration options with a client, what questions should you ask if they have a pre-existing CRM system?
- Does their current system support the equivalent of HubSpot companies/ contacts/ deals/ engagements?
- Are they actively using all records types or objects?
- Do they plan to do a full database migration or just a subset of data?
- Do they keep track of contacts in a spreadsheet, despite having a CRM?
- All of the above
Explanation:
Before reviewing migration options with a client who has a pre-existing CRM system, you should ask the following questions:
- Does their current system support the equivalent of HubSpot companies/ contacts/ deals/ engagements? This will help you determine how much work will be required to migrate data from their pre-existing CRM to HubSpot.
- Are they actively using all records types or objects? This will help you determine how much data needs to be migrated and how long the migration process will take.
- Do they plan to do a full database migration or just a subset of data? This will help you determine how much work will be required to migrate data from their pre-existing CRM to HubSpot.
- Do they keep track of contacts in a spreadsheet, despite having a CRM? This will help you determine how much work will be required to migrate data from their pre-existing CRM to HubSpot.
Asking all of the above questions is important to ensure that you have all the information you need to make an informed decision about which migration option is best for your client.