To give you the best advice on how HubSpot can support your business through the transition, they will talk through the following:

• Existing tech stacks at both companies, with a focus on CRM systems, sales, marketing and service tools, including current contracts
• Team structures both before and after the merger or acquisition, including executive leadership
• Data to be migrated and security considerations
• Budget overview
• Procurement process

The consultant will then be able to advise you on:

• If HubSpot is the right fit for the new business structure
• The process for migrating from your existing CRM and/or other platforms to HubSpot
• Budgetary considerations
• Training and up-skilling your team with a view to maximising adoption
• Cultural considerations to make during the transition

After the consultation, our aim is that you feel confident as to whether HubSpot is the right platform for your business. If it is, you'll be able to report back to your business with a clear, top-level plan for migration.