Do you use a CMS? If so, you will know that the valuable data within it is the backbone of your business. Note that the CMS contains critical and sensitive customer and prospect data, such as contact information, which is important to running your small business. This is why you need to consider it before migrating the data and blog to HubSpot CMS.
Did you know that HubSpot is an excellent and unique resource that can take an average site from a mere branding technique to a comprehensive marketing machine that propels business growth? However, for business leaders and marketing managers who did not realize or understand this when first launching their site, a HubSpot CMS migration may be in order.
You probably know that one of the biggest concerns for a company or business making a move to another CMS system is the migration of data as well as the risk of losing any of their hard-earned contacts.
Imagine losing crucial data like contact information, customer order information, and your sales pipeline data. It is no secret that the impact on your business can be immense.
What is a HubSpot CMS Migration?
We can define a HubSpot CMS migration as moving your website – which usually includes a landing page and blog – from your current CMS to HubSpot. Keep in mind that professionals will take your existing website and then recreate it on the robust HubSpot CMS, migrating the files, templates, content, and functionality.
Like a lot of WordPress themes, HubSpot is excellent as it allows the building of pages through pre-coded building blocks known as modules. Did you know that when possible, HubSpot will use its unique default modules in order to recreate your website?
How HubSpot CMS Migration Works
Keep in mind that with a complete HubSpot CMS migration, your existing site will be recreated within the confines of the modern HubSpot CMS framework. Remember that migration takes a couple of weeks to complete.
Once the HubSpot migration is signed and in place, note that your HubSpot migration professional will start to work on the migration of template styles and layouts.
As soon as the templates are built, they will recreate the pages that presently sit on your live site. At this stage, it is essential that you do not make any edits to your current website. This will ensure that nothing is missed or overlooked during the migration.
Cleaning up Your Data
Are you about to move all your valuable data into a new system? If so, you should make sure that your information is updated and that everything is properly labeled and stored correctly.
The ideal place to start your HubSpot migration is with your existing system. What data do you already have? It is vital to audit your system in order to take inventory. Usually, you will have to invest in a little data cleanup.
So, take the time to get rid of any lingering contacts with no engagement. You should also consider any duplicate records which are taking up valuable system space.
You will be happy to know that HubSpot has made considerable progress in the last few years to improve and enhance its security. Did you know that with features, such as single sign-on (SSO) as well as field-level permissions, you can easily customize your licenses and access?
Whether or not you’ll still have access to the old data once the CMS migration is complete, you should create a backup of your whole dataset as a security measure if anything goes sideways. The best thing is that with HubSpot, you can easily change roles when somebody leaves your company.
Also, you can bring some employees on at the Enterprise level while others at a lower tier in order to keep costs manageable without compromising access.
Creating a Backup
Always backup your crucial data. If you’re migrating both the CRM data and your site over to HubSpot, it is essential to make a complete backup of both. This will ensure that if something goes wrong with your migration, you will not lose anything important.
Migrating your data and content from your legacy system to HubSpot may feel overwhelming. However, a dash of careful planning and the right partnership will make all the difference. If you can’t manage this migration on your own, you can turn to a HubSpot Partner agency.
The best thing about a partner-led migration is that it is generally favorable. This is because partners can offer more timely and comprehensive support with reliable and tailored migration services and specialized industry expertise.