HubSpot Data Migration Made Easy

Execute your migration journey with confidence and ease

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83% of data migration fail or exceed
their budgets and schedule

CRM data migration might seem straightforward, but is it just about moving data from one system to another? At Learners.ai, we delve deeper into the essence of data migration, ensuring the integrity and continuity of your invaluable business information. With as much as 70% of CRM records at risk of becoming outdated or inaccurate within a year, the stakes couldn't be higher. Our strategic approach balances retention with refreshment, safeguarding against common pitfalls like system downtime and post-migration data inaccuracies.

HubSpot Accreditations CRM Data Migration Accreditation
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Your Trusted Partner for Migrations

Why Choose Learners.ai?

At Learner.ai, we combine unparalleled expertise with personalized strategies, ensuring your data migration is seamless and secure. Our approach includes:

BESPOKE STRATEGIES:

Tailored strategies that perfectly match your unique business objectives, guaranteeing a smooth transition with minimal interruptions.

TECHNICAL KNOW-HOW:

With a team of data scientists, we know everything there is to know about data. We have proprietary utilities, including ETL processes, to ensure an efficient, secure, and precise data migration.

RISK MITIGATION:

A robust methodology and set of processes designed to carefully manage 7 dimensions of risks associated with data migrations and establish a foundation for enterprise data governance.

Proven Track Record:

A history of successful migrations across various industries and well-established partnerships with AWS, Azure, Snowflake, and Databricks.

Security & Compliance:

Adhering to stringent security protocols and compliance standards to protect your data throughout the migration process - at rest and in transit.

Expedite your ROI:

By following a structured project plan, we deliver on time and on budget, minimizing your overall business risk and maximizing your time-to-value.

Types of Migration We Do

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CRM Migration:

Transitioning between CRM platforms is nuanced. We ensure every piece of customer data is accurately mapped and transferred.

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Website Migration:

Overhauling your website or changing platforms, we ensure every data piece is meticulously preserved and re-established.

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Data warehouse Migration:

Transitioning to advanced database systems involves complex data transformation. We ensure your new database is fully optimized.

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Cloud Migration:

Moving to cloud-based solutions offers scalability and flexibility. We ensure your data's integrity, security, and accessibility.

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CRM Migration:
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Website Migration:
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Data warehouse Migration:
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Cloud Migration:

Tailored Migration Services

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Data Analysis & extraction

We employ advanced techniques to analyze and extract data from diverse sources, ensuring comprehensive coverage and accuracy in the migration process.

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Expert Project Management

Our seasoned project managers oversee every aspect of your data migration project, ensuring seamless coordination, timely execution, and effective communication throughout.

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Data Cleaning & Transformation

We ensure data integrity by meticulously cleaning, eliminating duplicates, and standardizing formats post-migration.

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Test Migration, Rollback & Recovery Plan

We conduct thorough testing and implement recovery plans for smooth transitions with minimal disruption.

Case Studies and Success Stories

Demonstrated Success in Systems Implementation

Read about our real-world impact and how we've helped businesses like yours achieve their technology goals.

Data Migration Lifecycle

Precision in every step — fast, easy, secure.

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Migration Planning:

Define timeline, data cases, and migration plan.

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Data Auditing:

Analyze, extract, and Clean data to remove duplicates and errors.

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Data Backup:

Securely save the data for manipulation.

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Finalization & Support:

Final review of the data dictionary and production stabilization.

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Testing and Validation:

Perform data quality, migration, and systems integration testing.

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Migration Execution:

Map, transform, and migrate the data to its destination.

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  • 2 Data Auditing:
  • 3 Data Backup:
  • 6 Finalization & Support:
  • 5 Testing and Validation:
  • 4 Migration Execution:
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Migration Planning:

Define timeline, data cases, and migration plan.

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Data Auditing:

Analyze, extract, and Clean data to remove duplicates and errors.

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Data Backup:

Securely save the data for manipulation.

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Finalization & Support:

Final review of the data dictionary and production stabilization.

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Testing and Validation:

Perform data quality, migration, and systems integration testing.

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Migration Execution:

Map, transform, and migrate the data to its destination.

Our Tech Stack for Migrations

Technological Expertise at Learners.ai. A Showcase of Technological Mastery of our expertise encompasses a wide range of technologies:

  • Data Warehouses
  • Cloud Platforms
  • Business Intelligence
  • Programming
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What our Customers Say

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Brett Oliveira

ShipHero Sales

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Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Chris G.

Forum Financial Management, LP

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Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Jamal M

Main Street Financial Solutions

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Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Cynthia LaRue

Forum Financial Management, LP

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I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Ashley Camire

Owner and Relationship Specialist

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Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Brandon Palmer

Digital Marketing Manager

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Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Phil Desrosiers

Corporate Director

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I have relied heavily on the team at Learners for the implementation of the new system. The configuration of HubSpot to meet our needs at my company has been a real game changer and we've already seen the results pay for themselves even before we've completed the project. They've gone above any beyond to provide expert advice and jump in when we've run into unexpected challenges. Should you decide that an integration team is the right fit for your growth plans at, I can confidently say with Learners you would be in good hands.

FAQ

Frequently Asked Question

01

How Does Learner.ai Ensure The Security Of My Data During Migration?

We employ advanced encryption and secure transfer protocols to protect your data every step of the way.

02

Can Learner.ai Handle Custom Field And Complex Data Structure Migrations?

Absolutely. Our expertise includes customizing migrations to accommodate unique data structures and fields.

03

What Sets Learner.ai Apart In Handling Unexpected Migration Challenges?

Our proactive approach and advanced toolset allow us to anticipate and resolve potential issues before they become problems.

04

When Should You Consider Professional Data Migration and Integration Services?

1) Complex Data Environments & High-Stakes Data: If your data landscape is vast, spanning multiple systems, formats, or platforms, and you're handling critical data, having specialized expertise is crucial for seamless integration.

2) Limited Internal Resources & Time Constraints: Should your team face a shortage of skilled personnel or is under tight deadlines, it's a strong indicator that bringing in external expertise will benefit your project.

3) Regulatory Compliance and Security: For industries governed by strict data protection regulations, ensuring that migrations comply with these standards is essential for maintaining security and data privacy.

Ready to Start Your Migration Journey?

Embark on your data migration journey with Learner.ai. Our team is ready to ensure a smooth transition to your new system, empowering your business with clean, reliable data. Book a consultation today and take the first step towards a more efficient, data-driven future.