Eliminate Migration Paralysis
A technical guide to asking the right questions and building a project plan when migrating from Salesforce to Hubspot
PCO Highlights
Ask the right questions
Learn the right questions to ask during the discovery to ensure nothing slips through the cracks
Develop the timeline
Create a project scope plan that tracks the in-scope and out-of-scope requirements
Implement SMART goals
Develop SMART goals to ensure tasks are completed on time and responsibilities are clearly understood
Don’t just take our word for it
Hear what our clients have to say
“We have a compelling story to tell and it is GK3 who packaged our story and got it out to our target market, driving inbound interest beyond what we have ever experienced. The GK3 team is a delight to work with and loaded with talent and experience.”
Bob Herrmann
Chief Executive Officer
FREEDOM ADVISORS
“With a focus on the RIA channel, it is especially important to leverage digital marketing to reach our target audience. Further, compelling content is essential. GK3 not only helps us to create content, but also deliver that content to the target audience in digestible, compelling formats.
As our business has evolved, we have expanded the scope of services we receive from GK3. They have provided consistently excellent support, and are proactive about recommending which of their services are appropriate given the stage of growth of our business.”
Jeff Holland
President
ACCORDANT INVESTMENTS
“We have a compelling story to tell and it is GK3 who packaged our story and got it out to our target market, driving inbound interest beyond what we have ever experienced. The GK3 team is a delight to work with and loaded with talent and experience.”
Bob Herrmann
Chief Executive Officer
Freedom Advisors
“We have a compelling story to tell and it is GK3 who packaged our story and got it out to our target market, driving inbound interest beyond what we have ever experienced. The GK3 team is a delight to work with and loaded with talent and experience.”
Bob Herrmann
Chief Executive Officer
Freedom Advisors