Salesforce to Bitrix24: Instructive Guide for Whopping Switch

Bitrix24BlogCRM Platforms Reviews

Businesses of various industries understand already the efficiency and vitality of CRM systems and enjoy the ROI and customer relationships boost. Despite the hefty options, some solutions miss at the fulfilling company demands what causes the need for the CRM change.

Ensure Requirement in CRM Switch

As a rule, businesses decide to migrate from their current systems due to the high subscription fees and outdated features. Besides, the unstructured data and inability to manage this issue are brought about the cumbersome interface and low-end functionality. To exclude these shared troubles, vendors choose full-featured cloud solutions such as Salesforce and Bitrix24 for managing all customer-facing processes.

Salesforce vs Bitrix24: Practical Option for Business Improvement

Obviously, Salesforce has a well-earned popularity in CRM technology world, but the tight contracts and subscription costs spur business owners to look for more budget-friendly solutions.

Thus, Bitrix24 is a cloud CRM with high integration abilities; Bitrix24 offers options for sales and marketing processes, aids in project planning and workload distribution. It provides direct phone and video calls and scheduled follow-up sending out. The analytic tool helps to measure the effectiveness of staff and each transaction.

Besides, this solution offers a comprehensive pricing and free plan for up to 12 users. As for other editions, the pricing starts from $31 (due to the Winter Sale).

Taking into account mentioned above reasons, there may appear a decision to migrate Salesforce to Bitrix24.

Automated Migration As An Effective Solution

Many businesses look for a credible and fast way of data transfer. File importing is quite lasting and requires a profound knowledge in fields mapping. Coding script is expensive and may cause system downtime. Yet, you can migrate from Salesforce to Bitrix24 in an automated way with Data2CRM. The service works online and excludes any side interference or programming.

Workable Instruction of Salesforce to Bitrix24 Switch

Step 1. Go to Data2CRM migration wizard and register your account or log in as Salesforce user or via the Social account.

Step 2.  Select Salesforce from a drop-down menu.

And permit Data2CRM the access to your admin account by pressing the ‘Allow’ button.

Specify your Bitrix24 CRM from a drop-down menu and provide your URL. After that, you will see an offer to add the Bitrix24 plugin. Do it by the following instruction.

Step 3. Choose CRM modules you want to switch to Bitrix24. Launch a free Salesforce to Bitrix24 demo Migration. The service will transfer a limited amount of records from each specified module during this procedure.

Step 4. In case, you are satisfied with the demo results, start your full Salesforce to Bitrix24 migration.

Final Slice

If you still consider the effectiveness of the automated service, set up a free and secure Salesforce to Bitrix24 Demo Migration to see Data2CRM in action.

By the way, do not miss a chance to Grab 40 to 79% OFF Your Migration to Bitrix24.

Sales Techniques and Clients' Preferences Constantly Change. Why Don't You Try a Different CRM?

Select the desired platform, make a few clicks and try out your new CRM.

We'll migrate your data to the future CRM system fast, securely and in a fully automated way.

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