We have done a few HubSpot to Zoho migrations in recent weeks and we thought we would share some notes on some of the challenges and pitfalls to avoid. Migration of Contacts, Deals and Company records are pretty straight forward. That data can be simply extracted from HubSpot and loaded into Zoho. Like every data…
Hubspot is a great marketing company with a product that doesn’t compare favorably with other CRM packages. Here is why: Hubspot doesn’t pass the Upwork test – look on Upwork and search for jobs with the search string “Hubspot CRM convert”. What you will find is far more projects posted converting people away from Hubspot…
Customer Success Management (“CSM”) Systems are a relatively new software category that is finding particular traction with SAAS and other subscription based revenue model customers. What these systems do, is manage the post sale implementation and ongoing customer usage of the system or services with the idea of identifying issues and risks of customer retention (non-renewals)…
There are two old adages that elected officials should never forget: voters have long memories about issues that affect them personally and that all politics is local. These adages are why we are finding a lot of governmental officials are investing in highly customized CRM systems for managing their interactions with their constituents. Whereas CRM…