Migrating from Salesforce to HubSpot can improve efficiency, insights, and revenue, but success depends on people as much as technology. Without executive buy-in and structured change management, teams may resist the new system, lowering user adoption and ROI. Prioritising leadership alignment, practical training, and ongoing feedback ensures a smooth transition and maximises the value of your CRM migration while driving HubSpot adoption across teams.
Migrating from Salesforce to HubSpot is a strategic change that affects how teams operate daily. Successful CRM migration relies not only on accurate data transfer but also on engaging people effectively. Executive support, structured training, and feedback loops are critical to ensure teams adopt the new system. HubSpot’s intuitive interface, dashboards, and automation tools make the transition smoother. Prioritising change management alongside technology ensures maximum impact and measurable ROI.
Employees accustomed to legacy systems often feel overwhelmed or sceptical, slowing adoption and limiting the benefits of HubSpot’s unified platform. Even with perfect data migration, poor change management can result in underused features, incomplete reporting, and missed revenue opportunities. Addressing human factors early ensures the migration delivers real business value.
Poor change management during CRM moves leads to fragmented data, wasted resources, and disengaged teams. Aligning executives early and driving HubSpot adoption ensures maximum ROI, faster insights, and a smoother transition to HubSpot’s integrated sales, marketing, and service tools. Organisations that prioritise change management gain a competitive advantage by leveraging their data more effectively.
Engage leadership from the beginning by demonstrating clear business metrics. Use case studies to show measurable efficiency gains post-migration. Executives who see tangible benefits become champions who motivate the entire organisation.
Identify key roles and their interactions with the CRM. Show how HubSpot’s customisable dashboards and intuitive interface simplify daily tasks. Features like automated workflows, integrated marketing, and reporting make the change feel like a productivity boost rather than extra work.
Use HubSpot Academy and tailored internal workshops to provide practical skills. Break complex processes into short, actionable sessions focused on daily tasks. Leaders participating alongside teams model adoption, reinforcing engagement.
Regularly collect user input to identify adoption gaps. HubSpot’s reporting tools track usage and key metrics, enabling targeted interventions. Celebrate quick wins to reinforce positive behaviours and build confidence in the new CRM.