A migration planning checklist for teams moving to HubSpot, Salesforce or another CRM without losing data quality, ownership, history or reporting context.
Avoid moving bad data Plan cleanup before importing duplicates, dead fields and inconsistent stages into the new CRM.
Protect commercial context Map owners, activities, history, lifecycle stages and account relationships properly.
Reduce cutover risk Use test imports, validation rules and rollback thinking before go-live.
Keep reporting useful Confirm the new CRM can answer the same business questions after migration.