How to Migrate from Vtiger to SuiteCRM from A to Z, 2019

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How to Migrate from Vtiger to SuiteCRM from A to Z, 2019

Have you ever wondered that free CRM may be a good alternative to a commercial platform? For example, let’s compare Vtiger vs SuiteCRM and find out if it is worth to pay for.

 

Vtiger vs SuiteCRM: Find Your Right Option

Vtiger was founded in 2004 and is not likely to common CRM as its features go beyond the standard suite. It was craeted to satisfy the clients needs basing on their feedback.
To be more specific in terms of pricing, Vtiger CRM offers the following subscriptions:

1. Sales

  • Starter - $10/ user/month/billed annually
  • Professional - $20/user/month/billed annually
  • Enteprise - $30/user/month/billed annually

2. All-in-one package

  • Professional - $30/user/month/billed annually
  • Enteprise - $42/user/month/billed annually

3. Marketing

  • Free for up to 3000 contacts
  • Starter - $10/month/billed annually

4. Help desk

  • Free for up to 3000 contacts
  • Starter - $10/month/billed annually
  • Professional - $20/user/month/billed annually

This CRM system does not requires high-tech knowledge to possess it. Vtiger is offering a path of simplicity in terms of download, install and management. The solution provides with a lot of features for successful customer relationship management and is pretty easy in use. Nevertheless, it’s impossible to customize user’ interface and sandbox environment.

 

In contrast to Vtiger, SuiteCRM fits the companies of all sizes and includes SuiteCRM On-Site version. It is free and can be easily installed on your own server;

The platform was forked from SugarCRM and can boast its great functionality and a huge amount of add-ons and tools, which are aimed to increase your company revenue. SuiteCRM UI has a blocky-structure interface, it offers different themes, colors, and fonts that make it easy-to-use platform. This CRM system offers more than 80% of features that SugarCRM Professional has (security and report modules, development modules, customizable themes, etc.). SuiteCRM workflow allows its users to streamline the process of company-customer communication. One of the great add-ons is “Advanced OpenWorkflow” that allows performing the various tasks (from automating security management to setting up contract reminders).

By and large, if you are looking for an efficient CRM at no or reasonable cost, then migration from Vtiger to SuiteCRM is an option to consider. So, look at the straightforward guide below and find out how to perform the data import swiftly and securely.

 

CRM Data Migration: Effortless Way to Achieve Success

The procedure of selecting the right CRM and deciding to move to a suitable platform is only a part of the successful transfer project, finding the efficient migration tool is another one. In this case, you can take advantage of an automated migration service Trujay to perform the secure CRM data import. The SaaS provides you with an opportunity to move the records without any copy/pasting and programming, as well as benefit from the valuable functionality like:

  1. Security Regulations. Avoid the problems of any data loss. The service treats your data privately and offers to sign the Non-Disclosure Agreement (NDA).
  2. Modules Mapping. Check if an automated tool mapped the fields and users in accordance with your company needs. Correct the mapping on your own to fit your business requirements. If you notice that some fields are not mapped, map them to proceed with your migration.
  3. Free Sample Migration. Try out the test version of the automated tool and explore the service in action. During the Demo, some data of selected modules will be migrated in accordance with your mapping setup.
  4. CRM Uptime. Eliminate the interruptions of the organization processes. The SaaS assures that both solutions work properly during the data import.
  5. Free Estimation. Calculate price for your automated migration beforehand.

So, feeling inspired and anxious to start with efficient SuiteCRM? Hold on, get ready for the transfer and complete the several pre-migration activities:

  • filter the database and clean out the unnecessary records;  
  • prepare a backup to avoid any items loss;
  • announce your team about the upcoming CRM switch.  

 

Your step-by-step tutorial on CRM data import

Notice that the following tutorial is suitable for both vTiger and SuiteCRM.

Now, check out the several simple steps and move the records with no pain:

 
After the preparation steps are behind, you can transfer the business information CRM by using an automated migration system Trujay:
Step 1. Go to http://app.data2crm.com and start one-page sample migration right away. No registration required. Specify your existing CRM by providing the required credentials. Now, define your destination CRM and log in. When all is done, launch free Sample migration. And don't forget to provide email before starting free Sample migration so we will send the results there.

Notice. Your data fields can be mapped automatically according to the most common logic or you can press the "Choose Migration Options" and set up mapping by yourself.

how to use wizard 

Step 2. Check out your Sample migration results. If you are satisfied, choose suitable insurance plan and launch full CRM migration.

sample migration results 

To Change options and set up mapping after the Sample migration over yet you are not happy with the results, push "Change fields mapping". Select users and items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads, and notes together with the related activities such as calls and events.

sample migration results 

To use advanced mapping possibilities, press "Change field mappping (optional)" and set up all required connections yourself.

sample migration results

 

Keep in mind that you can change mapping and re-run Sample migration for free as many times as needed.

The service will transfer all your data without any hassles and business interruptions, so you will be able to get to work right away as well as implement your post-migration actions.

 

Post-migraion activities

Finally, even though the migration is over, it is recommended to carry out a few more post-transfer actions for successful CRM implementation:

- First of all, you should carve some time to explore if all information is moved accurately to the proper places.

- Secondly, don’t forget to set up the filters for the reporting tools and workflow tools.

- Finally, as the user adoption is one of the most complicated parts of the implementation process, it can take up to several months for your employees to start using the new CRM to its full potential. So, consider the next recommendations to simplify the learning curve:

  • Explain your team the significance of the new CRM by providing the differences between the new and future solutions. For example: show how the current software provoked the drops in the sales.
  • Try not to give too many training at a time. It is suggested to offer the small portions of information, so the employees don’t get overwhelmed.
  • Equip the users with online tutorials. For example, create Youtube Channel to engage the users through the studying in the moment of need.
  • Make it competitive and fun! Assign points and provide the various awards for team members who show the best results.

 

Final Thought

Ready to become a part of vTiger or SuiteCRM glory and reveal new business opportunities? No more hesitations – launch your free Sample migration or Estimate migration cost.