Before reviewing migration options with a client, what questions should you ask if they have a pre-existing CRM system?

  • Does their current system support the equivalent of HubSpot companies/ contacts/ deals/ engagements?
  • Are they actively using all records types or objects?
  • Do they plan to do a full database migration or just a subset of data?
  • Do they keep track of contacts in a spreadsheet, despite having a CRM?
  • All of the above
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