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Moving the CRM twice in three weeks

We put Common Ground's contacts into HubSpot, saw it asked the wrong questions, and moved again within the month.

Common Ground's contact book was split between a lead list, a phone, a message history and an inbox. We gathered it into HubSpot, and for two weeks the job looked finished.

So we moved it a second time, still inside the month, so that the wrong system's history never had a chance to set.

HubSpot answers funnel questions, such as lead stage and score. We ask relationship questions. Who do we know at that company, when did we last speak, and what did they bid? The system and the questions did not match.

Within three weeks of the first move, the book sat in a relationship-first system. Pick the system according to the questions the firm really asks. An early switch costs little, and switching after the history has piled up costs a lot.

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