Data2CRM Services
Automated CRM Data Migration
Data2CRM is a feature-rich CRM migration service that has been specifically developed to simplify data transporting across CRM systems. The service has shortened the transferring procedure to a few easy-to-follow steps which are no more complicated than filling out a few text fields on a form or point-n-click options selecting. One more important thing to keep in mind is that it doesn’t expect strong technical knowledge to operate that makes it the tool #1 among newbies and non-techie persons.
FREE Demo migration is available for you to see how Data2CRM actually works. If you choose it, up to 20 contacts, leads, accounts/companies, deals/opportunities with the related notes and tasks will be imported from your current to the new CRM system at no cost at all.
CRM Migration Insurance
It sometimes happens when you need to start the CRM migration over due to some unforeseen circumstances: data was corrupted with 3rd party modules installed on your CRMs, your new platform was incorrectly installed or the business data got wrongly modified during the post-migration implementation.
Since you can’t predict the future issues, Data2CRM offers you an opportunity to insure your transfer and get a possibility to start the same migration over.
All-in-One Custom Migration Services
- Migration of up to 6 000 records
- 3 hours of Technical Support
- Migration from CSV files
- Migration Assistance of Regular Priority
- Personal Account Manager
- Pre-Migration Validation
- Preview of Demo Migration Results
- Migration Setup
- Migration Results Validation
- Customization of Migration
- Migration of up to 15 000 items
- 7 hours of Technical Support
- Migration from CSV files
- Migration Assistance of Regular Priority
- Personal Account Manager
- Pre-Migration Validation
- Preview of Demo Migration Results
- Migration Setup
- Migration Results Validation
- Customization of Migration
- Migration of up to 40 000 items
- 10 hours of Technical Support
- Migration from CSV files
- Migration Assistance of High Priority
- Personal Account Manager
- Pre-Migration Validation
- Preview of Demo Migration Results
- Migration Setup
- Migration Results Validation
- Customization of Migration
- Migration of more than 40 000 items
- 50 hours of Technical Support
- Migration from CSV files
- Migration Assistance of High Priority
- Personal Account Manager
- Pre-Migration Validation
- Preview of Demo Migration Results
- Migration Setup
- Migration Results Validation
- Customization of Migration
Recent data migration
It sometimes happens that you haven’t had a chance to finish setting up your target CRM platform right after your successful data migration with Data2CRM and in the meantime you have new records coming to your source CRM system. In this case you can request Recent Data Migration Service and Data2CRM will migrate all the leads, contacts, opportunities, tasks, account? (or only those records you select) that appeared on your source CRM right after your previous full successful migration.
The cost of Recent Data Migration Service is calculated as 50% off the migration price for the number of records during standard migration. To request this option, please contact your account manager to migrate your new data to target CRM.