#Migrating from HubSpot to Salesforce: What to Know

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Migrating from HubSpot to Salesforce: What to Know

As businesses grow, so do their technology needs. While HubSpot is an excellent platform for small to medium-sized businesses, many organizations eventually outgrow its capabilities and look for a more scalable, customizable, and enterprise-level solution. That’s where Salesforce comes in.

Migrating from HubSpot to Salesforce is a significant step—one that can supercharge your sales, marketing, and service operations when executed properly. However, it also involves careful planning, data handling, system integration, and change management. If you're considering this transition, this guide will walk you through what to expect, how to prepare, and why working with a Salesforce consultant in Sydney can help ensure success.

Why Migrate from HubSpot to Salesforce?

Before diving into the how, let’s explore the why. HubSpot and Salesforce both offer powerful CRM capabilities, but they cater to different levels of business complexity.

Key reasons companies migrate:

Scalability: Salesforce is ideal for growing companies that need to manage complex workflows, large teams, and multiple departments.

Customization: Salesforce provides robust customization options through Apex (its proprietary coding language), custom objects, and Lightning components.

Advanced Reporting: Salesforce offers more powerful analytics and real-time reporting compared to HubSpot.

Enterprise Integrations: Salesforce integrates with a wider range of third-party and enterprise-grade systems.

Specialised Industry Support: Salesforce is built to support highly regulated industries like healthcare, finance, and government.

For companies in Australia’s growing tech and enterprise sectors, particularly those headquartered in or expanding within New South Wales, partnering with a Salesforce consulting partner in Sydney makes perfect sense when preparing for such a strategic move.

Step-by-Step Guide to Migrating from HubSpot to Salesforce

1. Define Your Goals

Start with clarity. What are you hoping to achieve by moving to Salesforce? Common goals include better data visibility, enhanced automation, deeper integrations, or support for more users and territories.

Working with Salesforce consultants in Sydney early in the planning phase can help you set measurable goals aligned with your business strategy.

2. Audit and Clean Your Data

Your CRM is only as good as the data in it. A data audit involves:

Identifying what data you currently use in HubSpot (contacts, companies, deals, tickets, custom fields).

Cleaning up duplicates and outdated records.

Mapping fields to Salesforce equivalents.

This is a crucial step where a Salesforce developer in Sydney can provide technical assistance in creating mapping documents, data transformation scripts, and validation rules.

3. Plan the Migration Strategy

There are multiple ways to migrate data from HubSpot to Salesforce, depending on the size and complexity of your CRM:

Manual Export/Import: Suitable for small businesses with basic CRM data.

Third-party Tools: Platforms like Data Loader, MuleSoft, and HubSpot-Salesforce integration tools offer semi-automated migration options.

Custom Scripts and APIs: For large-scale migrations with custom objects or workflows.

The choice of strategy should align with your business model and data architecture. This is where Salesforce consulting in Sydney becomes invaluable—they can recommend and execute the most effective method.

4. Rebuild Workflows and Automations

HubSpot workflows do not automatically transfer to Salesforce. You’ll need to recreate:

Lead nurturing sequences

Sales assignment rules

Email automations

Task triggers

Using Salesforce's Flow Builder, Process Builder, or Apex Triggers, a Salesforce developer in Sydney can rebuild these automations, often improving them with more sophisticated logic and scalability.

5. Integrate Third-Party Apps

Salesforce integrates with thousands of tools via its AppExchange, but the process requires careful handling to avoid conflicts or data silos.

Apps you may need to reintegrate include:

Email marketing (e.g., Mailchimp, ActiveCampaign)

Customer support platforms (e.g., Zendesk, Intercom)

E-commerce platforms (e.g., Shopify, Magento)

Accounting software (e.g., Xero, QuickBooks)

Many Sydney businesses also work with local or region-specific systems. Partnering with a Salesforce consulting partner in Sydney ensures seamless integration with both global and local tools.

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6. Train Your Team

Salesforce is a more robust and sometimes more complex system than HubSpot. Training your team ensures high adoption rates and fewer errors post-migration.

A Salesforce consultant in Sydney can deliver tailored training sessions based on user roles—sales reps, marketers, administrators—ensuring everyone is comfortable using the platform from day one.

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7. Test Everything

Testing should include:

Data integrity: Are records correctly migrated?

Field mapping: Are fields showing as expected?

Workflow functionality: Do automations run correctly?

User permissions: Are access levels appropriately set?

Involving Salesforce consultants in Sydney during testing ensures that no detail is overlooked, reducing the risk of go-live hiccups.

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8. Go Live and Monitor

Once you’ve tested and signed off, it’s time to go live. But your work doesn’t end there. For the first few weeks post-migration:

Monitor system performance.

Track user engagement and errors.

Provide ongoing support.

Having a local Salesforce consulting partner in Sydney on standby ensures quick resolution of any post-launch issues, minimizing disruption to business operations.

Common Challenges in Migrating from HubSpot to Salesforce

Even well-planned migrations come with challenges. Here are a few common ones—and how to solve them:

1. Inconsistent Data

Different field structures and naming conventions can cause import errors. Working with a Salesforce developer in Sydney to create clean data mapping solves this.

2. Feature Mismatches

Some HubSpot features don’t have direct Salesforce equivalents. For example, HubSpot’s contact lifecycle stages must be manually replicated with Salesforce fields and logic.

This is where custom development or using Salesforce’s flexible architecture comes in—areas where Salesforce consultants in Sydney shine.

3. Team Resistance

Users comfortable with HubSpot may resist change. This is addressed through proactive change management and role-based training.

Benefits of a Successful Migration

A properly executed migration from HubSpot to Salesforce delivers real, tangible benefits:

Improved Reporting: Real-time dashboards with deeper insights.

Stronger Integrations: Seamless syncing across your business apps.

Greater Flexibility: Custom objects, workflows, and layouts.

Enterprise-Level Control: Better security, permissions, and scalability.

Future-Proofing: Salesforce evolves continuously, supporting long-term growth.

These benefits are maximized when the migration is led by professionals, particularly a trusted Salesforce consulting partner in Sydney who understands your business landscape.

Final Thoughts: Why Work with a Salesforce Partner in Sydney?

Migrating from HubSpot to Salesforce is more than just a data transfer—it’s a digital transformation. To get it right, you need both strategic insight and technical expertise.

Here’s why choosing a local partner matters:

Proximity: In-person workshops, training, and support.

Industry Insight: Local consultants understand Australian business regulations and industry nuances.

Speed & Responsiveness: Being in the same time zone ensures fast response and collaboration.

From SMBs to enterprise companies, businesses are increasingly turning to Salesforce consultants in Sydney to handle complex migrations and unlock Salesforce’s full potential.

Ready to make the move from HubSpot to Salesforce? Let a qualified Salesforce consultant in Sydney help you plan, execute, and optimize your migration journey for success.

[digital-marketing-agency-in-bang]

Why Businesses Worldwide Choose HubSpot Developers from India.

In today’s fast-paced digital world, businesses of all sizes rely on powerful tools to manage marketing, sales, and customer relationships. HubSpot has become one of the leading platforms globally, helping businesses streamline operations, automate marketing, and boost sales growth. From CRM solutions to content management systems (CMS), HubSpot offers an all-in-one platform that’s both scalable and user-friendly.

As HubSpot’s popularity grows worldwide, so does the demand for skilled HubSpot developers who can customize, integrate, and optimize its powerful tools. Among global talent pools, India has emerged as a top destination for businesses looking to hire HubSpot developers. Whether it’s a startup in Europe or an enterprise in the US, companies worldwide are choosing HubSpot developers in India for their expertise, cost-effectiveness, and high-quality results.

Proven Track Record of Indian HubSpot Developers

Indian developers have earned a strong reputation for delivering successful HubSpot solutions across industries — from eCommerce and real estate to education and finance. Many businesses that previously struggled with rigid systems have transformed their operations after working with India-based HubSpot experts.

Take WebSenor Technologies as an example. Over the past decade, WebSenor has partnered with businesses from the US, UK, Australia, and the Middle East, helping them build custom HubSpot CMS solutions, migrate from other platforms, and automate complex marketing workflows.

Here’s what one of WebSenor’s global clients had to say: "Working with WebSenor’s HubSpot team was a game-changer for us. Their deep knowledge, clear communication, and timely delivery helped us scale faster than we expected." — Sarah M., Marketing Manager, US-based SaaS Company.

Such real-world success stories showcase India’s growing dominance in HubSpot development services and why businesses continue to outsource projects to this talent-rich country.

Skills and Certifications That Set Indian Developers Apart

One of the biggest reasons companies choose HubSpot developers from India is their deep technical expertise. Many Indian developers are HubSpot certified, meaning they have undergone rigorous training and assessments to master the platform.

At WebSenor, our team includes multiple certified HubSpot developers in India specializing in:

Custom HubSpot theme development

HubSpot API integration

CRM customization and setup

Workflow automation

Migration services from WordPress, Salesforce, and other platforms

Email template development optimized for conversions

Indian developers are well-versed in HubSpot’s complete ecosystem, including:

CMS Hub

Marketing Hub

Sales Hub

Service Hub

Operations Hub

This expertise allows them to deliver custom HubSpot solutions tailored to each business’s unique needs. Whether you need a simple landing page or a full CRM migration, you’ll find a HubSpot CRM expert in India ready to help.

Why Global Brands Trust Indian Agencies Like WebSenor

Trust is critical when outsourcing technical projects. Global brands continue to rely on Indian HubSpot agencies like WebSenor because of their proven authority in the field.

WebSenor, for instance, has:

Over 12 years of experience in web development and CRM integrations.

A portfolio of 200+ successful HubSpot projects delivered worldwide.

A team of HubSpot consultants in India who offer strategic guidance, not just coding.

Many Indian agencies have also earned recognition through HubSpot Solution Provider programs and partnerships. This shows their commitment to staying updated with HubSpot’s latest features and best practices.

Whether it's a Fortune 500 company or a fast-growing startup, businesses know they can trust India’s best HubSpot developers to deliver reliable, future-proof solutions.

Quality, Communication, and Data Security

Working with offshore teams can raise concerns about communication and security. But Indian HubSpot developers have addressed these challenges head-on.

Here’s how agencies like WebSenor ensure trust:

English Proficiency: Clear communication with clients in the US, UK, Australia, and beyond.

24/7 Availability: Flexible working hours to suit different time zones.

Data Privacy: Compliance with GDPR, CCPA, and global security standards.

Quality Control: Rigorous testing, peer code reviews, and agile development practices.

Secure Delivery: Use of secure repositories and encrypted channels for code transfer.

When you work with a trusted HubSpot agency in India like WebSenor, you can expect seamless collaboration, transparent reporting, and complete confidentiality.

Affordable Yet High-Quality Solutions

One of the top reasons businesses choose offshore HubSpot developers in India is the unbeatable cost advantage. While HubSpot developers in the US or Europe can charge between $75 to $150 per hour, Indian developers offer the same expertise at a fraction of the cost — often between $20 to $50 per hour.

But lower rates don’t mean lower quality. In fact, many businesses find that HubSpot development services in India offer:

Faster turnaround times

More flexible engagement models

High attention to detail

At WebSenor, clients can choose from:

Hourly billing for small tasks

Dedicated developers for long-term projects

Fixed-price projects for well-defined scopes

This flexibility makes it easy for businesses of all sizes to hire HubSpot developers in India according to their budget and needs.

Your Trusted HubSpot Development Partner in India

When it comes to finding a reliable partner for your HubSpot projects, WebSenor Technologies stands out as a trusted name. With a team of certified HubSpot developers in India, WebSenor offers end-to-end solutions, including:

Custom HubSpot theme and module development

HubSpot API integration services in India

CRM migration and onboarding

Email template creation

Marketing automation and workflows

Sales Hub and Service Hub setups

Our India-based team is committed to delivering high-quality, affordable, and scalable custom HubSpot solutions tailored to your business goals.

Conclusion

From technical expertise and global trust to cost savings and flexible solutions, it’s easy to see why businesses worldwide prefer to work with HubSpot developers in India. Agencies like WebSenor Technologies combine years of experience, certified skills, and client-first service to help you get the most out of HubSpot.

Whether you’re looking to customize your CMS, integrate APIs, migrate your CRM, or automate marketing, India’s HubSpot talent is ready to deliver.

[djoltinc]

HubSpot Migration Services: A Complete Guide to Seamless CRM Migration

Migrating your CRM to HubSpot is a game-changer for businesses looking to streamline their sales, marketing, and customer support processes. However, without a proper migration strategy, the transition can be challenging, leading to data loss, workflow disruptions, and operational inefficiencies. That's where professional HubSpot migration services come in!

If you're considering moving to HubSpot, this comprehensive guide will walk you through everything you need to know about HubSpot CRM migration, from key benefits and challenges to best practices and expert migration services.

Why Migrate to HubSpot? 🤔

Before diving into the migration process, let’s understand why businesses are making the switch to HubSpot CRM.

✅ Centralized Customer Data

HubSpot offers a unified customer relationship management system, making it easy to store, manage, and access all your business data in one place.

✅ Seamless Integration

HubSpot integrates with over 1,000 third-party apps, including Salesforce, Slack, Shopify, and QuickBooks, ensuring a smooth data flow between systems.

✅ Advanced Automation

With workflow automation, businesses can reduce manual tasks, improve lead nurturing, and enhance customer experiences effortlessly.

✅ Powerful Reporting and Analytics

HubSpot provides robust analytics tools, helping businesses make data-driven decisions to improve sales and marketing strategies.

✅ Scalability and Growth

HubSpot is designed for businesses of all sizes, from startups to enterprises, allowing seamless scalability as your company grows.

Challenges of CRM Migration 🔄

Migrating to HubSpot can be complex, especially for organizations with large databases and custom integrations. Here are some common challenges:

❌ Data Loss and Duplication

Without a structured migration plan, businesses risk losing critical customer data or dealing with duplicate entries.

❌ Workflow Disruptions

Shifting to a new CRM can cause operational disruptions if the migration is not handled properly.

❌ Customization Issues

Businesses with highly customized CRM solutions may face challenges in replicating the same automation and workflows in HubSpot.

❌ Integration Complexities

Migrating third-party integrations can be tricky, requiring expert knowledge to ensure seamless connectivity.

HubSpot Migration Process: Step-by-Step Guide 📌

A successful migration involves several key steps to ensure a smooth transition. Here’s a structured approach:

1️⃣ Assessment & Planning 📝

Evaluate your current CRM: Identify all essential data, workflows, and integrations.

Define migration goals: What do you aim to achieve with HubSpot?

Create a migration roadmap: Outline the timeline and key milestones.

2️⃣ Data Cleaning & Preparation 🧹

Remove duplicate records and outdated information.

Standardize data formats for consistency.

Categorize and segment customer data for easier mapping.

3️⃣ Data Mapping & Configuration 🗺️

Match your existing CRM fields with HubSpot properties.

Ensure that data is structured correctly before the migration.

Set up custom fields for unique business requirements.

4️⃣ Data Migration & Testing ⚙️

Perform a test migration to identify potential issues.

Conduct data validation to ensure all records are accurately transferred.

Migrate final data and verify completeness.

5️⃣ Workflow & Automation Setup 🤖

Recreate automation workflows from the old CRM in HubSpot.

Configure email sequences, lead scoring, and pipeline automation.

6️⃣ Integration & Customization 🔗

Integrate third-party tools (Slack, Zapier, QuickBooks, etc.).

Customize dashboards, reports, and permissions for team collaboration.

7️⃣ Training & Deployment 🎓

Provide team training on HubSpot’s features.

Offer ongoing support to ensure a smooth transition.

Monitor performance and make adjustments as needed.

Why Choose Professional HubSpot Migration Services? 🎯

Handling migration in-house can be overwhelming. Professional HubSpot migration services ensure a hassle-free experience by offering:

🏆 Expertise & Experience

Certified HubSpot specialists handle complex migrations with precision.

⏳ Time-Saving Solutions

Avoid downtime and operational disruptions with an efficient migration process.

🔄 Data Accuracy & Security

Ensure 100% data integrity with structured data validation and security measures.

📊 Customization & Optimization

Set up personalized dashboards, reports, and automation workflows.

Key Features of Our HubSpot Migration Services 🛠️

Our expert team provides end-to-end HubSpot migration solutions, ensuring a smooth transition. Our services include:

✅ CRM Data Migration

Seamless transfer of customer records, leads, and historical data.

✅ Automation & Workflow Setup

Recreate automation, email sequences, and sales pipelines.

✅ Third-Party Integrations

Integrate HubSpot with existing software like Salesforce, Mailchimp, QuickBooks, and more.

✅ Data Cleansing & Validation

Ensure accurate, duplicate-free, and well-structured data.

✅ Customization & Dashboard Setup

Tailor HubSpot’s interface and reports to fit your business needs.

✅ Training & Ongoing Support

Comprehensive training sessions and dedicated post-migration assistance.

Get Started with HubSpot Migration Today! 🚀

Migrating to HubSpot can transform the way your business operates, but only if done correctly. Partnering with expert HubSpot migration services ensures a smooth, error-free transition that maximizes your CRM’s potential.

[devontroxell]

Drupal vs. HubSpot CMS Hub: The 2020 Guide to Features, Reviews, and Pricing

A content management system (CMS) allows businesses to manage, maintain, and edit their webpages on a single platform without needing advanced technical expertise. Managing and updating websites almost daily is essential in the digital age we live in.

This is why having an intuitive CMS is crucial for businesses – they can easily update their website while keeping a consistent brand identity and maintaining consistent messaging.

Drupal and HubSpot CMS are two popular platforms that can help your business work more efficiently. If you need help figuring out which one to choose, follow our guide that outlines some of the key features and pros and cons of each CMS platform.

What Is Drupal?

Drupal is an open-source content management system that powers millions of websites and apps around the world. They help organizations and people build and maintain their websites with maximum flexibility for free.

Drupal is written in PHP and is primarily used with hosting providers like Acquia and Pantheon. Because Drupal is open-source software, it provides users with freedom, security, flexibility, and customization at a great price.

Notable Drupal Features

The content types it accommodates are unlimited.

You can create highly customizable forms.

Intuitive content creation tools are available.

It filters, retrieves, and presents content with easy-to-use tools.

The user role classification and permissions system controls access to features and content.

It includes a large variety of modules made by developers.

It has powerful in-place editing tools.

Drupal has a glowing platform with a highly engaged community that uses the interface to create and publish content easily.

What Is the HubSpot CMS Hub?

The HubSpot CMS Hub is a free cloud-based content management platform that is easy for marketers and developers to work with. This CMS includes great customization features for all of their themes that help businesses to make their site exactly the way they want it.

The CMS Hub also includes forms, live chat, and SEO tools, while integrating well with the HubSpot CRM. It is great for helping sophisticated teams to scale and grow their organization.

Another awesome element about the CMS Hub is the control it gives an organization over which team members have access to content with user permissions.

Notable HubSpot CMS Hub Features

It comes with custom themes.

You can use multi-language page testing.

Drag and drop editing makes content updates easy.

Track site-wide content changes with the HubDB.

Serverless functions reduce manual labor from developers.

It comes with two brand domains, and more are available to purchase.

The activity logs are automated.

Use memberships to deliver personalized content for specific segments.

Both of these CMS options are powerful with the most premier features on the CMS market. Let’s compare them to one another so you can get a more in-depth look at each tool.

Pros and Cons of Each CMS

No CMS is perfect. But one platform may work better with your business than another. Review the pros and cons of each platform to see which one is best for you:

Drupal Pros and Cons

Pros

You get world-class security features with daily security reports.

It’s great for creating large, complex websites.

The support community offers a wide range of user groups, support forums, and comprehensive documentation.

Cons

The complex interface may be difficult for beginners since it requires an understanding of CSS, PHP, and HTML.

It can be slow for you and your users unless you take the time to optimize Drupal to improve configurations and third-party modules.

It requires extra time and effort, and developer assistance is often needed.

HubSpot CMS Hub Pros and Cons

Pros

It has a multitude of features available to use.

Its clear and intuitive user interface makes it easy to use.

You get access to great support that is helpful and easy to communicate with.

Cons

Two people can’t edit and save a page at the same time.

The analytics are limited because they only provide overviews of data, instead of in-depth reports.

It gets pricey when you add on additional features.

What to Consider in Your CMS

Your CMS is an essential part of your content marketing strategy. A great CMS tool can help you to streamline your work and make it easy to produce great content.

Here are some key aspects for you to think about before you make a final decision on Drupal or HubSpot CMS Hub.

Easy Content Creation

A CMS that has easy content creation allows your marketers to have more control over the changes made to your website and web content. This helps to free up time for your developers so they can focus on building other solutions that contribute to the growth of your business.

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Make sure the CMS you choose is intuitive and easy to use for individuals who don’t have extensive coding knowledge.

A Simple Pricing Structure

Pricing with content management systems can be tricky since most platforms offer several different pricing structures based on the features and capabilities you need.

You wouldn’t want to choose a CMS with hidden costs such as charges for hosting, premium extensions, storage, and other items.

Fast Speed

It’s a fast-paced world, and your CMS should be fast-paced to keep up with your user’s needs. Search for CMS capabilities that ensure your site loads quickly when someone opens your page.

There are many things you’ll worry about when it comes to your business. Make sure load time isn’t one of them.

Security Features

Protecting your content and other sensitive information is not a luxury item that a CMS provides. It should be a standard.

The best CMS for you has security certifications and a 24/7 security team.

Personalization

Your site visitors expect personalization. It adds to their overall experience and provides them with content, deals, and information that interests them.

A great CMS can give you the option to personalize using smart content without requiring you to rely on a developer to get started.

For instance, HubSpot CMS Hub allows you to create personalized web experiences for your site visitors by creating a membership. People can sign in and receive a fully personalized experience catered to their interests and needs.

Drupal vs. HubSpot CMS: The Reviews Are In

Looking to real users can help you to identify the benefits and drawbacks of these CMS tools for your business. Check out these reviews from Drupal and HubSpot users taken from G2.

HubSpot CMS Hub Reviews

“I love being able to create custom-designed pages using Design Tools – it’s easy to use and works similarly to a drag and drop editor. It takes less than an hour to create the pages that we want to create for our site.

“The ability to preview what your page looks like on mobile, desktop, and tablet is also incredibly helpful. I’m particularly excited about the Optimize section of the page builder – it’s an extremely handy checklist to review before publishing to ensure that you are going to hit all of the boxes with Google.”

– Hannah Marie O

“Super easy to create an impactful website, with impressive features and loads of easy-to-add modules. Plus, it’s built on a powerful CRM, which helps websites to be lead-capture focused and provide a tailored visitor experience.

“Features like Smart Content that allow different website visitors to see tailored content based on criteria you choose from the CRM.”

– Gemma P

“HubSpot Marketing creates a WOW effect on people who don’t know the product. Many customers using SAP, Oracle, or Salesforce are surprised to see how complete it is … and how beautiful the graphical interface is.

“In addition to the functionalities of campaigns, social media management, digital advertising, landing page, digital forms, and blogs (one of the best HubSpot products), it is very remarkable the functionality of HubSpot CMS, recently added to the Marketing stack. It is extremely easy to use, it has advanced SEO features, and the infrastructure in Cloudflare makes it one of the best we have ever known.”

– Esteban C

Drupal Reviews

“Drupal is far more flexible than any other CMS I’ve ever used. You can build pretty much anything with it if you apply best practices and sensible architecture. People say Drupal is complicated, but they are referring to the developer experience.

“For an actual user of the CMS, I’d rate Drupal’s ease-of-use above that of WordPress and other similar, popular platforms out there.”

– Darren F

“Drupal has a huge library of website components that we can use that are free. There are also ways to get fancier components for a fee from external developers.

“I like being able to add other users to a Drupal project so they can log in and make changes as needed. It’s a great way to collaborate on web design and be able to get several developers directly connected on a project.”

– Pia J

“Drupal is simple to install and use it has a very good interface. It is excellent for websites with a lot of content or concurrency.

“Drupal is very customizable and adapts to your development needs. It works to create neat and professional websites, dynamic blogs, ecommerce, interactive sites, and has a variety of templates and accessories.”

– Matteo B

HubSpot CMS and Drupal: Your Best Option

After you’ve read all of this information about both content management systems, you probably notice that each tool has excellent features and capabilities. The CMS you choose should be based on your content marketing goals and the skills of your marketers and developers.

HubSpot CMS Hub is simple to use with excellent migration services that make it easy to bring over the content you already have. If you need to start from scratch, that is easy too because you can create great pages with their intuitive and customizable themes.

If you need to customize further, then you can rest easy knowing that your developers have a head start using the themes you’ve selected to build on.

Drupal is a more complex system that is highly customizable for teams that know how to navigate the interface to the best of its ability. They have flexible tools that adhere to modern programming patterns with a rich assortment of add-ons.

HubSpot CMS Hub is the best option if you want to get your content out quickly and efficiently with beautiful designs and great user support.

Drupal vs. HubSpot CMS Hub: The 2020 Guide to Features, Reviews, and Pricing published first on https://wabusinessapi.tumblr.com/

[elevateitnow]

Happy Tuesday friends and fans!🤩 Have you ever received a promotional piece in the mail, email, chat and even an ad from a company and left wondering why you received that piece of communication?🤔Or better yet, received an offer from a business you are already a customer of?🥴Well that is because these companies didn’t have a CRM (Customer Relationship Management) or if they did, the user managing the system is doing something wrong. A CRM is a tool that all business owners who are serious about their business have in place.💯 If used correctly, it is there to help you manage your customers and their activities, relationships with your organization, who they are, what they do, how much money they make, what are their interests, what they do, what they love and what they don’t love and more. 🔎 Depending on the CRM system that you are using, it is full of information to properly manage and take care of your customer in way that is personalized to them because you have everything you need to know about them. 🙌🏼This folks is called target marketing and the best way to manage your clients because you are personalizing their experience with you, to their needs and not yours. I had been using the free version of HubSpot for many years and now have moved on in search of a tool that will migrate with my social media marketing tool. So far @zohosocial is in the lead with a call to @salesforce today as I research the best option for my business and my clients’ needs.👩🏻‍💻 We cannot grow our businesses if we are not effectively managing the folks that are touching our brand and we are clueless about it.🚫CRM systems can be costly but in this day and age there are inexpensive solutions and even some free ones to help get you started. 👍🏼You are creating all this marketing material, don’t you want the results from those efforts coming to you for solutions? I do! 😃 Are you using a CRM today and if so what are you using? 🤓 (at Washington, District of Columbia) https://www.instagram.com/p/B1q4EfrHY-G/?igshid=4f2qg4yqsnst

[justinjslone]

New Breed Is A HubSpot Sales Enterprise Strategic Launch Partner

Source: HubSpot

In case you've been on a technology cleanse for the past month and didn't already know, HubSpot recently released Enterprise versions of their three main platforms: marketing, sales and service. With their new Sales Hub Enterprise, they're now a heavy hitter in the arena of enterprise-level CRM platforms. An arena previously owned by Salesforce and Microsoft Dynamics. So, what does it mean for us to be a strategic launch partner of Sales Hub Enterprise? And what does Sales Hub Enterprise mean for you? We're here to answer both of those questions.

What Does it Mean to Be a Strategic Launch Partner For Sales Hub Enterprise?

Being a HubSpot Agency Partner sometimes has its perks — especially at the Diamond-level. Sometimes we get early access to new features, sometimes we can provide advice and insight into the agency program, and sometimes we're selected to be a strategic launch partner of an amazing new product! As a Sales Hub Enterprise launch partner, we're one of only 11 agencies chosen to help HubSpot onboard new customers onto this platform. With this additional status, we're excited to lend our expertise to new clients looking to upgrade their HubSpot Sales platform or trying to migrate their CRM to HubSpot. It also solidifies our standing as a top HubSpot partner worldwide, as only a handful of agencies were selected for this program. Though this is a new product, HubSpot has worked with us closely to ensure we're ramped and ready to start helping customers get started successfully on Sales Hub Enterprise.

What does Sales Hub Enterprise mean for you?

First, it means you now have another option when evaluating enterprise CRM softwares. While Salesforce and Microsoft Dynamics used to dominate this space, HubSpot has become another leading option. If you're already using HubSpot for any of your marketing, sales or service efforts, it would be a natural next step to consider Sales Hub Enterprise for your CRM. Yes, Salesforce integrates well with the HubSpot platforms, but nothing can beat the experience of using two products together that are meant to be used together. There's a great integration and then there's a seamless extension of two products becoming one.

If you're not already using HubSpot, then you should know it's main differentiator is ease of use. Twelve years ago, when HubSpot first released, they were determined to make marketing technologies easier to use for a wider audience. Today, Sales Hub Enterprise is no different. If you ask any marketer, salesperson or operational guru, HubSpot's Sales Hub Enterprise is user-friendly, easy to learn and less clunky than your typical options. And if you're unhappy with your current CMS, marketing automation platform or CRM, then migrating to HubSpot could solve all of those problems with one software solution. Of course, there are other critical features to consider when evaluating a new enterprise CRM:

Does it streamline your workflows and approvals to make lead and sales management easier?

Can it record calls, emails and other interactions with your contacts?

Can it capture eSignatures (through an additional integration, like DocuSign)?

Does it provide accurate and specific reporting on the data your company needs most?

Will it scale with you as your business scales?

That last question may be the most important. If you're a company in the earlier stages of growth, you want your CRM to be able to scale with you into all of the later stages of growth. Why go through the headache of a CRM migration now, only to do it all over again in the future? This is another key differentiator of Sales Hub Enterprise. Even if your business isn't in need of an enterprise CRM immediately, one day you'll get to that level. And if you get started on HubSpot Basic or Professional, you can grow with HubSpot all the way to Enterprise — without ever needing a platform migration.

Key Takeaway

Twelve years ago, HubSpot launched an all-in-one marketing automation platform designed for small- to medium-sized businesses trying to scale their growth. It can be easy forget that they've developed into so much more than that. Now, HubSpot is an all-in-one marketing, sales and service platform designed to help companies of all sizes grow better — from startup to enterprise. In the future, we can only imagine what they'll evolve into next, but New Breed is excited to be along for the ride.

[endenogatai]

Pipedrive, a CRM and sales tool, raises $50M to take on Salesforce and Microsoft

While Salesforce and Microsoft have a dominant position in the world of sales software today, there are a number of startups nipping at their heels, and today one of the more promising of them has announced a growth round to help them in the effort. Pipedrive, a startup co-headquartered in Estonia and New York that offers tools to salespeople to help them close deals that are still in their pipeline, has picked up $50 million to expand its product, develop its business globally and potentially make acquisitions in the CRM space.

The Series C round was co-led by new investor Insight Venture Partners and Bessemer Venture Partners, with participation also from Rembrandt Venture Partners and Atomico (which itself has Estonian roots: Atomico’s founder, Niklas Zennstrom, was the co-founder of Skype, which developed and built the core IP voice and messaging product in the country). It brings the total raised by Pipedrive to $80 million.

Timo Rein, Pipedrive’s co-founder and CEO (and a former salesman himself), would not disclose the company’s valuation, saying only that it was “a pretty good round.” For some more context, Pitchbook writes that Pipedrive’s last funding, in 2016, valued the company at $188 million. Sources very close to the company tell us that the valuation now is $300 million+. (We’re asking around and will update this as and when we learn more.)

The CRM market is currently estimated to be worth over $40 billion, according to Gartner, and so unsurprisingly there are a number of startups in the fray, from those that are infusing the process with AI (such as Clari) through to other startups that help organise leads to act on them better (such as Zoho and Hubspot), through to those focusing on specific verticals like software companies (Paddle out of the UK).

Rein said that there was some skepticism when the company first launched that it would be possible to make a dent in landscape dominated by the likes of Salesforce and Microsoft.

“When we entered the market in 2010, people asked us, ‘Why build a product in an area where Salesforce is already strong?’ But having been in sales for more than a decade ourselves, we realized that it’s not just the sheer number of features you offer users. The difference is finding the right spot on the spectrum where you are getting what you need out of a product that you can use,” Rein said. “We have proven that users are migrating from Salesforce and others and are coming to Pipedrive. We definitely have less functionality, but professional salespeople know that performance is largely about your personality.”

In the case of Pipedrive, this translates to a software platform whose aim is to cut down on busywork to focus you on selling: all of your activity across emails and phone calls gets and other actions (it integrates some 100 other apps used in business, for example Google Apps, Trello, Zapier, MailChimp, Yesware and PandaDoc) is tracked without you needing to update the system, with the aim of making it easier for you to see what you might tackle next (and that gets tracked, too).

This is not about finding sales leads, Rein said: that may be something the company would consider down the line, but for now it’s looking at what happens when you already have a lead and need to make it as easy as possible to close that deal.

Ironically, Rein said that Pipedrive hasn’t been using its own tools in the majority of its own sales efforts. “In areas where we can use Pipedrive, we do,” he said, “but the service we offer is almost the opposite of what we built.” Pipedrive is priced on a monthly, SaaS basis ranging from $12.50 per user per month to $62.50 depending on number of users and features.

One way to think of Pipedrive’s approach is akin to something like Razer for the gaming world, which touts its ethos as “For Gamers. By Gamers.”

“Pipedrive is built primarily for salespeople, not just their managers,” said Teddie Wardi, a partner at Insight who also led the company’s Series B when he was still at Atomico. “This principle has helped them to create a product loved by users around the world, differentiate from competitors and propel the company to stellar growth.”

And that growth has come: today the company has 75,000 customers in 170 countries, with triple digital revenue growth each year since it first opened for business in 2010.

The plethora of startups in the market focusing on different aspects of the sales cycle and the CRM that surrounds that creates a ripe landscape not just for what Pipedrive might choose to tackle next, but how it might go about that.

“Post-sales, when you already have a customer and now need to help manage it, is an opportunity,” Rein said. “But our main effort and focus has been a product to help sales people deal with their pressure, and their own need to stay focused on the steady flow of sales, from the beginning to the actual close.”

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[theinvinciblenoob]

While Salesforce and Microsoft have a dominant position in the world of sales software today, there are a number of startups nipping at their heels, and today one of the more promising of them has announced a growth round to help them in the effort. Pipedrive, a startup co-headquartered in Estonia and New York that offers tools to salespeople to help them close deals that are still in their pipeline, has picked up $50 million to expand its product, develop its business globally and potentially make acquisitions in the CRM space.

The Series C round was co-led by new investor Insight Venture Partners and Bessemer Venture Partners, with participation also from Rembrandt Venture Partners and Atomico (which itself has Estonian roots: Atomico’s founder, Niklas Zennstrom, was the co-founder of Skype, which developed and built the core IP voice and messaging product in the country). It brings the total raised by Pipedrive to $80 million.

Timo Rein, Pipedrive’s co-founder and CEO (and a former salesman himself), would not disclose the company’s valuation, saying only that it was “a pretty good round.” For some more context, Pitchbook writes that Pipedrive’s last funding, in 2016, valued the company at $188 million. Sources very close to the company tell us that the valuation now is $300 million+. (We’re asking around and will update this as and when we learn more.)

The CRM market is currently estimated to be worth over $40 billion, according to Gartner, and so unsurprisingly there are a number of startups in the fray, from those that are infusing the process with AI (such as Clari) through to other startups that help organise leads to act on them better (such as Zoho and Hubspot), through to those focusing on specific verticals like software companies (Paddle out of the UK).

Rein said that there was some skepticism when the company first launched that it would be possible to make a dent in landscape dominated by the likes of Salesforce and Microsoft.

“When we entered the market in 2010, people asked us, ‘Why build a product in an area where Salesforce is already strong?’ But having been in sales for more than a decade ourselves, we realized that it’s not just the sheer number of features you offer users. The difference is finding the right spot on the spectrum where you are getting what you need out of a product that you can use,” Rein said. “We have proven that users are migrating from Salesforce and others and are coming to Pipedrive. We definitely have less functionality, but professional salespeople know that performance is largely about your personality.”

In the case of Pipedrive, this translates to a software platform whose aim is to cut down on busywork to focus you on selling: all of your activity across emails and phone calls gets and other actions (it integrates some 100 other apps used in business, for example Google Apps, Trello, Zapier, MailChimp, Yesware and PandaDoc) is tracked without you needing to update the system, with the aim of making it easier for you to see what you might tackle next (and that gets tracked, too).

This is not about finding sales leads, Rein said: that may be something the company would consider down the line, but for now it’s looking at what happens when you already have a lead and need to make it as easy as possible to close that deal.

Ironically, Rein said that Pipedrive hasn’t been using its own tools in the majority of its own sales efforts. “In areas where we can use Pipedrive, we do,” he said, “but the service we offer is almost the opposite of what we built.” Pipedrive is priced on a monthly, SaaS basis ranging from $12.50 per user per month to $62.50 depending on number of users and features.

One way to think of Pipedrive’s approach is akin to something like Razer for the gaming world, which touts its ethos as “For Gamers. By Gamers.”

“Pipedrive is built primarily for salespeople, not just their managers,” said Teddie Wardi, a partner at Insight who also led the company’s Series B when he was still at Atomico. “This principle has helped them to create a product loved by users around the world, differentiate from competitors and propel the company to stellar growth.”

And that growth has come: today the company has 75,000 customers in 170 countries, with triple digital revenue growth each year since it first opened for business in 2010.

The plethora of startups in the market focusing on different aspects of the sales cycle and the CRM that surrounds that creates a ripe landscape not just for what Pipedrive might choose to tackle next, but how it might go about that.

“Post-sales, when you already have a customer and now need to help manage it, is an opportunity,” Rein said. “But our main effort and focus has been a product to help sales people deal with their pressure, and their own need to stay focused on the steady flow of sales, from the beginning to the actual close.”

  via TechCrunch