How Easy Is It To Migrate From Hubspot To Dynamics 365?

Companies and organizations looking for ways to excel in the field of technology are discovering new ways to upgrade their systems which are easy to use for themselves and their users. Along with this, for a system to be used by small organizations and businesses, they need to be cost-effective as well. Many businesses and organizations have been using HubSpot for quite a long time and now that there are many other options with better features to choose from, many corporations have realized that HubSpot isn’t as supportable as they thought it was. 

And for this reason, they are looking for new cloud-implemented software, and what could be a better choice for them other than Microsoft Dynamics 365? 

If you’re a current HubSpot user considering switching from HubSpot, you’re not alone. Corporations and businesses all around the world are making the switch after finding out that although very strong, these solutions are not as user-friendly, supportable, inexpensive, and extensible as they hoped. In addition to it, there are many other options as well which offer such features as HubSpot but at a less cost. 

These companies looking for something better have found that Microsoft Dynamics 365 makes an outstanding alternative for other solutions. 

In this article, understand why Microsoft Dynamics 365 is a perfect replacement for HubSpot and how easy it is to migrate from Hubspot to Dynamics 365. 

 

Why choose Dynamics 365?

There are many reasons for you to migrate from HubSpot to Dynamics 365. A few of them are mentioned below: 

• Vital business understandings

Dynamics 365 authorizes you to formulate real-time business knowledge and understanding. This assures that all business functions are being achieved in sync with the standard Key Performance Indicators.

• Easy accessibility

By utilizing Microsoft Dynamics 365, you can have access to your data anywhere and at any time. This is possible through licensed mobile apps, which are very user-friendly and are available everywhere like iOS, Android, and Windows likewise so you can stay connected with your customers around the clock. This also ensures that you don’t need to sit in front of computer screens and analyze your data. You can analyze your data anywhere on your mobile phone. 

• Monitoring Social Media

Social media has played a very important role in our lives and using Dynamics 365, you can observe your chats, posts, or other pertinent content through competent and smart social commerce applications allowing companies and corporations to get familiar with the target audience and assemble the marketing tactics accordingly to improve your client engagement.

• Data security

If a user is using your software and trusts you, you need to make sure that you too protect their data and make sure their personal information is safe with you. This software can help you protect the data through strong access controls that comprise physical data centers, network connectivity, and user/administrator permit levels.

• Observing chats and posts.

Using Dynamics 365, you can observe your chats, posts, or other pertinent content through competent and smart social commerce applications allowing companies and corporations to get familiar with the target audience and assemble marketing tactics to enhance your client engagement.

• Handling Customer’s Personal Information 

You can compile, update, arrange, and even archive customers’  personal contact information which can enable its users to seamlessly organize and regulate their essential CRM Data.

• Flexibility

You can develop and grow at your speed with the flexibility of the cloud. The framework used in Dynamics 365 makes it exceptionally flexible and authorizes the software to be customizable to satisfy your dynamic business requirements.

Don’t Settle for a Standard CRM Solution

You need to learn how to strengthen your sales productivity and execution, customer arrangement, and administrative efficiency with this current CRM solution.

Microsoft positions a solid priority on the user’s knowledge, with instinctive navigation. This minimizes the number of clicks and automated workflow. That being said, Microsoft Dynamics 365 is a strong, extensive CRM application with vast functionality. We always recommend companies invest in user training to further speed adoption rates and create confident, productive users.

Drawbacks of Hubspot

Now let’s discuss the drawbacks of HubSpot which has made a lot of businesses migrate from HubSpot to Dynamics 365. A few of them are mentioned below.

• HubSpot is not cost-effective at all. It gets pricey very fast.
• It has annual agreements. That means you can not terminate the contract early or whenever you want to. 
• HubSpot is not beneficial when you don’t use it as an all-in-one tool.
• HubSpot does not propose A/B testing on lower plans.
• In HubSpot, you have to pay for extra technical support, and the compulsory onboarding assistance is quite costly.
• There are a lot of other options with similar features like HubSpot but better pricing. This is ideal for small businesses which allow them to use that software at a good price. 

 

How to Migrate from HubSpot to Dynamics 365? 

Now that you know that your business requires an upgrade and you also know that migrating from HubSpot to Dynamics 365 is going to be very beneficial for you and your business, the next step is to undergo the migration procedure. 

• First, pick up HubSpot as a current system.
• Provide your credentials for CRM access.
• After that, you have to select your Microsoft Dynamics and determine its details.
• When you are done with that, you can allocate the entities you would like to import into Microsoft Dynamics 365.
• Finally, it’s time to embark on a Free Sample Import that will migrate a limited number of data to your Microsoft Dynamics 365. 
• After going through and confirming the results, resume by clicking “Start migration” to run Full data import. Good luck with your import from HubSpot to Microsoft Dynamics 365. 

So as mentioned above, the actual process of migrating from HubSpot to Dynamics 365 is quite simple but if not done properly, it can get complicated. 

 

Conclusion:

To sum up, one needs to understand that in this fast-paced world of technology, you need to opt for the latest software and solutions that not only provide you with advanced tools to deal with but also are easy to use, cost-effective, and allow you to manage everything at your own pace. And for that purpose, if you are still a HubSpot user, you might have to migrate now to Dynamics 365.