A Step-by-Step Guide to Moving Your Customer Contact Database to a CRM

Emma Brudner
Emma Brudner



September might as well be renamed "National Moving Month" for college students. If you're a family member, friend, or very distant acquaintance (hey, anyone with arms will do) of an undergrad, odds are you have some bruises from attempting to cram a couch into a teeny dorm room or moving a box spring up three flights of stairs. There's no doubt about it -- moving is a pain (sometimes literally).

This isn't much different in the world of technology. Moving data from one system to the next can be a major stressor -- especially when vital information is on the line. But with the vision of an easy-to-use, sleek, and wildly beneficial new system dancing in their heads, business leaders persevere through the discomfort. 

Wouldn't it be nice if the moving process wasn't such a headache? The following infographic from Cloud Elements provides a step-by-step guide for moving your customer and prospect data to a new CRM. And if that new CRM is HubSpot's totally free CRM? All the better -- scroll to the "Bulk Loader" section for specific instructions on how to get up and running with HubSpot CRM.

What are you waiting for? Download HubSpot's free CRM today and get moving. 

Get HubSpot CRM today!

Topics: Sales Tools

Related Articles

CRM software from startup to enterprise.