Case study

Automated Data Migration using Wizard

Customer Concerns
Objectives and Challenges
Solutions and Results

Customer Concerns

The customer’s existing platform has an outdated interface, lacks a number of efficient functionality, as well as becomes too expensive. As a result, the client wants to improve the business processes and migrate CRM data (2 000 Accounts; 4 000 Opportunities; 2 500 Notes; 3 200 Events, 6 000 Contacts, 1 000 Leads, 5 000 Emails, 10 000 Calls, etc.) from the current solution to the more advanced one.

So, the customer’s database and team are ready to perform the transfer, the client takes advantage of Trujay and runs the CRM data migration in an automated way.

Objectives

  • Migrate business data from the existing CRM to the suitable one
  • Avoid the business interruptions during CRM transfer
  • Move CRM data to the desired platform swift and securely

Challenges

  • Transfer CRM records together with relations between the records
  • Ensure that data will be secured during CRM import secure
  • Map the fields and users in accordance with company needs
  • Import data without a possibility of any data loss

Solutions

Since CRM data import can be a challenging task, our customer follows the next steps to perform the data import fast and securely:

#1

Go to Wizard and start one-page sample migration right away. Specify your existing and future CRMs by providing required credentials. When all is done, provide email and start free Sample migration. We won't ask you to authorize if the chosen platform cannot be migrated automatically. Instead, we will show you our custom package pricing page.
Notice. At the very first time, your data fields will be mapped automatically according to the most common logic.
Note! To perform the CRM migration, you have to be a user with admin permission and obtain the valid access details of the current and future platforms. During the transfer, it’s only possible to move the entities that are accessible to the user who performs the import.

sample migration

#2

After Sample is complete, you can check the results of the test migration by opening the new platform. Besides, you will get an email with a file that contains all detailed information about your Sample outcome.

If you are satisfied with the Sample results, you can proceed with CRM data migration that usually takes up to 1 hour. However, in case your CRM includes a lot of records and attachments, the transfer can be performed for several hours. Finally, to check the transition results, go to the migration dashboard and explore whether your records are moved in the proper way.

sample migration results

#2.1

You can take advantage of the Migration Insurance to run the transfer over due to different reasons like changing the relations between the records. The repeated CRM migration helps safeguard your data and perform the migration once again.

Trujay Insurance offers you the following benefits:

  • Migration is insured and can be restarted from your account dashboard in a one mouse click.
  • Insurance price ranges from 12% to 20% of total CRM Import price while for the new migration you will need to pay the full price.
  • Save your time by starting an existing migration over on your own without spending time on separate payment, etc.

Cost of Migration Insurance:

  • 12% of the total CRM migration allows 1 migration over 7-day period.
  • 15% of the total CRM migration allows 2 migration over 14-day period.
  • 20% of the total CRM migration allows 3 migration over 30-day period.

An additional option is Hire a Personal CRM Assistant to get additional support and other services after the migration is over.

Hire a Personal CRM Assistant option offers you the following benefits:

  • Create and configure custom fields on your target CRM
  • Set up your accounts, contacts, and opportunities to appropriate view. That means Trujay specialists will add needed data modules, and arrange them according to your requirements.
  • Help to create Templates, Emails and Snippets.
  • Set up a workflow within your CRM (without adding information from third-party services), etc.

Cost of Hire a Personal CRM Assistant option:

1 hour of Trujay tech expert’s work costs $150.
Make your order before the full migration and get up to 20% off

  • 3 hours (during 5 days)  X $150 = $450  $405 - 10% save
  • 4 hours (during 10 days) X $150 = $600  $510 - 15% save
  • 5 hours (during 15 days) X $50 = $750  $600 - 20% save

#3

In case something went wrong, you want to change migration options and set up mapping by your own, press "Change options". Here you can change a mapping by yourself. Please choose data fields to migrate or uncheck unneeded ones, match CRM Users, and modules to set up relationships between them.

sample migration mapping

#3.1

Also, you are free to use advanced mapping possibilities.

sample migration mapping

Regarding security, the online converter will relocate all your records without any data loss, as the information is copied from the current solution.

Trujay guarantees the safety and confidentiality of all your items.

Results

The migration will proceed without any interruptions of the business processes so that you can get down to work right away.

Let’s talk about how we can work together

Schedule a Call

The Advantages of Data2CRM.Migration

Automatically CRM Import
Automation assures your transfer to be swift and simple
Custom Fields Migration
Custom transfer to meet the special company requirements
Free Sample Import
Sample Import offers you to observe the service in action
100% Uptime of Your Both CRMs
No downtime and interruptions of the business processes
Modules and Users Mapping
Fields and users mapping in accordance with the business needs
Data Security and Privacy
Security regulations guarantee to treat the information privately

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