Salesforce -> HubSpot Migration Complete Guide
A practical guide to the steps and key points for migrating from Salesforce to HubSpot.
Many companies are planning or executing a move from Salesforce to HubSpot. Beyond the technical steps, the key question is how to see the project through as a team.
This guide is based on the "Salesforce to HubSpot Migration Online Course" and explains how to run a migration project in practice.
Instructor
The course is taught by Haegun Kim (CEO, Sanka Inc.). He is a professional with deep experience in both Salesforce and HubSpot, and has supported many SMB and mid-market implementations (up to about 500 employees).- Expert in both Salesforce and HubSpot design and operations
- Experience across manufacturing, services, retail, and wholesale
- Specialist in cost reduction using Sanka ERP tools
Course goal: not just to migrate, but to finish strong
The goal is not only to learn how to migrate data. We focus on reworking team processes through migration and building a foundation to use HubSpot effectively. Specifically, the target outcomes are:- Understand the Salesforce migration process
- Complete Salesforce data export
- Complete HubSpot data import
Course format: bootcamp style and highly practical
Key features:- Supports redesigning the entire workflow, not just migration know-how
- Uses practical templates and checklists
- Visualizes project progress and ensures each phase is completed
Who this course is for
This course is a good fit for:- Teams struggling with Salesforce cost and usability
- PMs or IT owners responsible for CRM migration
- IS teams lacking MA/CRM migration know-how
- Sales, marketing, or CS leaders looking for cost reduction
- People who only want basic Salesforce or HubSpot usage
- Companies not considering any MA/CRM migration today