Webinar | The Great Migration: From Salesforce to HubSpot

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Ready to accelerate your business? It might be time to move on...from your old CRM.

Today's businesses need more than just the status quo from their CRM. They need an AI-powered solution that's fast, easy, and unified to nurture customer relationships and drive growth. With HubSpot's Smart CRM and latest AI advancements, supercharging your CRM has never been easier. And we're here to walk you through the entire journey in our upcoming webinar, The Great Migration: From Salesforce to HubSpot.

With insights from Elite HubSpot Partner BridgeRev and real-world experiences shared by ARC Document Solutions, this webinar and Q&A will explore the challenges and successes of migrating off Salesforce. Our speakers will delve into actionable tips on for ensuring a smooth transition, discuss common drivers and pain points behind making the switch, and showcase the remarkable results you can expect as a HubSpot customer.

Ready to make the change? Register now below to catch up on-demand.

About BridgeRev

BridgeRev is a HubSpot Elite Partner Agency specializing in optimizing revenue cycles for healthcare organizations through innovative software solutions.

About ARC Document Solutions

ARC is a HubSpot customer and leading provider of electronic records management and document conversion services, helping businesses streamline their document workflows.

Your Speakers

Ashley Quintana

CEO

BridgeRev

Ashley Quintana: linkedin
Frank Loughan

VP of Rev Ops

ARC Document Solutions

Frank Loughan: linkedin
Kristen Eggenberger

Principal Customer Success Manager, Strategic Accounts

HubSpot

Kristen Eggenberger: linkedin

Migration Roadmap

It can be difficult to figure out where to start, how to measure impact, and how to see results quickly. Our team of HubSpot experts will start with your business’s goals to ensure we customize migration for your success. We also recommend using HubSpot’s Salesforce CRM integration to understand data mapping and transfer to HubSpot.

Quick time to value

Our migration approach provides quick time to value while reducing the risk of deploying the full system. We typically see most businesses complete their migration process within three months. We’ll also ensure you have a plan to drive behavior change. What good is software if your team doesn’t use it?

Minimal disruption and no data loss

We take a careful approach to migrating to ensure your data stays intact and clean, and you don’t lose historical records. We’ll make it easy to import your records and recreate your data, automation, reports, and more.

5-Step Migration Process

Switching platforms doesn’t have to be overwhelming. Our five-phase approach ensures every step is carefully managed in partnership with your internal team or external resources.

Estimated 3-Month Rollout

The Great Migration: From Salesforce to HubSpot