The challenge
Origo underwent a major restructuring, splitting into three smaller entities to simplify operations and focus on selling proprietary software. One department was spun off as a standalone company, requiring a migration from the shared HubSpot portal into a new, independent portal.
The migration aimed to address key challenges:
- Migrating years of historical data, including emails, deals, and activities, to maintain continuity.
- Simplifying operations by starting fresh, leaving behind dashboards and reports to align with the new company’s workflows.
- Ensuring user and team ownership were accurately reassigned to reflect the new structure.
The project demanded meticulous planning to address these challenges while managing a large volume of data—249,000 records filtered from a total of 1.3 million records.
"It was a huge weight lifted off my shoulders to trust SyncMatters with the migration, so I could focus on preparing the new portal for our needs."
Snorri Guðmundsson, CRM Consultant @ Origo
The solution
SyncMatters utilized its migration platform, MigrateMyCRM, to streamline Origo’s HubSpot-to-HubSpot migration, ensuring accuracy and efficiency throughout the process:
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Scoping and Planning:
The project began with a detailed discovery phase to map data flows, identify dependencies, and configure the new portal to meet Origo’s specific needs.
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Data Mapping and Migration:
Using MigrateMyCRM, SyncMatters facilitated precise field mapping to ensure seamless transfer of standard and custom fields.
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Historical and Ownership Data:
Historical activities, such as emails, notes, and tasks, were migrated to preserve operational context, while user and team ownerships were reassigned to reflect Origo’s new organizational structure.
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Scalable Setup:
The new HubSpot portal was configured for scalability, enabling Origo to grow their operations and handle future transitions effectively.
By leveraging MigrateMyCRM and their expertise, SyncMatters completed the migration in two months, providing Origo with a tailored solution that met their unique requirements.
Origo's advice to other companies: "Be very well prepared. Map out everything you need to move and leave behind what isn’t critical. Taking the time to review your data ensures a smooth migration."
Snorri Guðmundsson, CRM Consultant @ Origo
The Results
Origo successfully transitioned to an independent HubSpot portal, enabling the new entity to scale operations while maintaining seamless access to critical data. The migration met all business goals and laid the groundwork for the eventual sale of other divisions.
"Even though it was overwhelming at first, SyncMatters was patient and professional, guiding us through the process and empowering us to contribute where possible. Thanks to them, we now have a clean, scalable HubSpot portal tailored to our business needs, setting us up for success as a newly independent company."
Snorri Guðmundsson, CRM Consultant @ Origo
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