SalesForce to HubSpot Migration Guide

Ask the right qustions

Learn the right questions to ask during the discovery to ensure nothing slips through the cracks

Create a project scope plan that tracks the in-scope and out-of-scope requirements

Develop SMART goals to ensure tasks and completed on time and resposibilites are clearly understood

A technical guide to asking the right questions and building a project plan when migrating from Salesforce to Hubspot

Understand the right questions to ask at the start of the project

Proactively plan ahead to ensure timelines and deadlines are realistic

Set goals that are achievable and hold all teammates accountable