Fabernovel entrusts CRM data migration to Make the Grade

Clean, usable data for migration to HubSpot CRM

Fabernovel made the decision to migrate all its historical data to HubSpot CRM. In this case study we explain how we supported the teams in making this fresh start.

A data migration to HubSpot for healthier growth

Customer presentation

Fabernovel is a consulting group then creating digital products and services. With over 450 talents on 3 continents, Fabernovel supports its customers in the development of their business.

Migrate all your data to HubSpot CRM and keep your history

Fabernovel has a large database divided into several spaces on the Podio CRM. It was with a desire to centralize data and teams to better control growth that they made the decision to migrate to HubSpot CRM.

Fabernovel's 3 major challenges:

• Import all cleaned data to have the history of exchanges and transactions
• Customize HubSpot CRM settings to adapt to specific business and industrial requirements
• Have accurate sales tracking, down to the euro, for accounting

Solutions brought to Fabernovel

Clean up the import file to start with clean, optimized data

The first challenge of this migration was to understand all the data and custom properties existing on the current CRM, Podio. To do this, we held a workshop to clarify all the elements. This workshop was also an opportunity to clean up the import files in order to start with a clean and optimized database.

This clean-up phase involved several key steps:

• Deleting duplicates
• Formatting property values to standardize data
• Deleting unused properties

At the end of the hour-and-a-half workshop, the Fabernovel teams had a clean, optimized file ready for import.

Parameterizing the HubSpot portal to suit the business process

Once the file had been cleaned and optimized, it was necessary to parameterize the HubSpot CRM before importing all the data from Fabernovel.

To achieve this, various actions were carried out:

• Creating and customizing the sales tunnel
.
• Adding users to the HubSpot portal and managing roles and access
• Creating custom properties for contacts, companies and transactions
• Parameterization of sales objectives for teams, individual sales reps and by strategic account
• Creation of workflows to automate sales reps' daily tasks

Once all the cleaning and parameterization had been completed, it was time to move on to data import.

3. Create dashboards to track micro sales performance

With all the data present on HubSpot, the final step was to create dashboards so that Fabernovel's teams could track sales performance.

In order to stick with the needs and adapt to the commercial process, 12 dashboards and 80 customized reports were created to complement the reports offered in the HubSpot library.

These customized reports track various elements:

• Weekly and monthly sales performance
• Key account tracking
• Sales team performance

Getting off to a good start with the right tools

This project has enabled Fabernovel's teams to pilot their growth with a tailor-made, high-performance and optimized CRM tool, ready for use. This project offers a significant competitive advantage, since the data assets are preserved and functional on the HubSpot CRM. If you too would like to switch to this software, find out how to centralize your data and customize your CRM.