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    How to move from Hubspot CRM to Membrain - and why

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    There are certain sales and marketing technology companies that have become practically household names over the past several years, and Hubspot is certainly one of those. With the release of a “free” CRM, integrating marketing and sales data has promised to do wonders.

    So why did PDAGroup decide to migrate their sales data away from the popular Hubspot platform to Membrain?

    Here’s why, how, and why you might want to do the same.

    From data to enablement

    “We stored a lot of data in Hubspot,” says Benedikt Kramer, PDAGroup’s Customer Solutions Business Consultant. “But no one was really using it on the job.”

    The role of the CRM, traditionally, has been to collect data. But until Membrain introduced truly effective, simple, and integrated process tools to the market, it has been difficult to make that data as useful as it should be.

    “Membrain allows us to work inside the platform and get support directly inside it, including advice and enablement content,” says Kramer. “It gives newer sellers direct access to call scripts and other content provided by experienced sellers, all within the context of the sales process.”

    This yields multiple benefits for PDAGroup:

    • Improved collaboration. Any salesperson can pick up any deal at any time and find the information they need to move it effectively to the next step.
    • Seamless customer experience. A shared language and process means that the customer experiences no disruption or confusion during the process.
    • Continually optimized sales process. Membrain makes it easy and fast to see where the process can be improved and to implement those changes in a way that is easy for everyone to execute on.

    How they made the move

    Membrain’s Clearpath Promise made the move from Hubspot to Membrain painless, says Kramer. Our simple, predictable, successful implementation at a fixed price was a promise they appreciated, and one they acknowledge that we kept.

    Data export and import is straightforward. But the key to success lay in clarifying their sales process. We worked closely with their team to discover the steps their most successful salespeople took to be effective, and then helped them to clarify a consistent, dynamic process for all of their sales team.

    Membrain’s Clearpath Promise made the move to Membrain painless.
    Benedikt Kramer

    This was then embedded into the platform so that the data they now collect is contextual, easy to access, and the process itself is easy and intuitive to execute on. It also enables them to build training and enablement content into the context of the platform.

    If you’ve been using Hubspot CRM, you probably have a great deal of data inside the platform that has not yet been contextualized. This process can require some manual work from your team to contextualize the data and input it in the correct parts of the process and platform. This was certainly true for PDAGroup, who says this aspect was the hardest part of the transition–but definitely worth it.

    This aspect of the process can be tedious, but we are here to help you through it, just as we have been for PDAGroup.

    Why you might want to make the switch, too

    If you and/or your customers operate in a complex b2b sales environment, Membrain is the platform built specifically for your needs. Our process-based platform with the content hub, enablement tools, prospecting, pipeline management, coaching tools, analytics and, soon, the new account growth module is everything you need to move to the next level of B2B sales effectiveness. And our partners are ready and willing to assist you in executing your vision.

    Please book a demo if you’d like to explore Membrain for your company.

    George Brontén
    Published September 16, 2020
    By George Brontén

    George is the founder & CEO of Membrain, the Sales Enablement CRM that makes it easy to execute your sales strategy. A life-long entrepreneur with 20 years of experience in the software space and a passion for sales and marketing. With the life motto "Don't settle for mainstream", he is always looking for new ways to achieve improved business results using innovative software, skills and processes.

    Find out more about George Brontén on LinkedIn