Salesforce to Bitrix24: Instructive Guide for Whopping Switch 2019 [video inside]

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Salesforce to Bitrix24: Instructive Guide for Whopping Switch 2019 [video inside]

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As a rule, businesses decide to migrate from their current systems due to the high subscription fees and outdated features.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 the 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 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 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 Trujay. The service works online and excludes any side interference or programming.

 

Workable Instruction of Salesforce to Bitrix24 Switch

Video tutorial

 

Step-by-step Salesforce to Bitrix24 tutorial

1. Go to Wizard and start one-page sample migration right away. No registration required. Specify your existing and future CRMs by providing the required credentials. When all is done, launch free Sample migration. And don't forget to mention your email before starting free Sample migration so we can send the results there. Notice. At the very first time, your data fields will be mapped automatically according to the most common logic.

sample migration results

 

2. Evaluate the sample results and if you are satisfied with them, choose an insurance plan and complete your CRM migration.

sample migration results

 

In case something went wrong, you want to change migration options and set up mapping by your own, press "Change options".
Select 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 mapping

 

After that, map every data field to set up the right connections. When all is ready, proceed with Sample migration again. Keep in mind that you can change mapping and re-run Sample migration for free as many times as needed.

sample migration results

 

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. 

 

Final Slice

Don't wait up and catch the opportunity! Estimate number of records on your Salesforce and expected migration price or launch a free and secure Salesforce to Bitrix24 Sample Migration right away to see Trujay in action.

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