CRM DATA MIGRATION
Move your data from Insightly to Salesforce
OVERVIEW Insightly vs. Salesforce What is CRM data migration? Self-Service Migration Guided Self-Service Migration Custom Migration Get secured Estimate migration price Final notes
INSIGHTLY VS. SALESFORCE Lead and Contact Management: Insightly offers web forms to attract more leads and convert them into the clients. Salesforce enables collection of prospects via different forms, scoring them in accordance with the specified parameters and routing to the reps for further nurturing Deal Acceleration: Insightly obtains email and newsletter marketing for gathering potential customers. Salesforce comprises multi-channel projects and designs the targeted campaigns by sending them personalized messages Analytics and Forecasting: Insightly offers the opportunity to add extra documents to projects and view each completed stage of the deal process. Salesforce allows one to set up the filters for reporting tools and create additional dashboards with charts that indicate a real-time status of the workflow and team performance Integration Options: Insightly integrates with 70 add-ons like Workato, Xero, Zapier. Salesforce contains the
AppExchange that offers 547 applications such as MailChimp, Zendesk, Jira, and others Price Matter: Insightly offers a free plan for up to 2 users and 4 paid subscriptions starting at $12/user/month/billed
annually. Salesforce includes 4 paid editions with the lowest cost of $25/user/month/billed annually
WHAT IS DATA MIGRATION? Let’s make sure we are on the same page and have the same response to the “What is a CRM migration?” question. Does it mean that businesses considering a CRM migration strategy need to migrate their current CRM to a new software infrastructure in its entirety? Data migration is a transfer from an old CRM to a new one. Company records hold real customer value in any CRM solution. If anyone asks you what CRM migration is, you know the answer: data moved between two systems.
Trujay’s Trifecta: Migrate Data in 3 Different Ways
AUTOMATED SELFSERVICE TOOL Free Sample Migration Cost-conscious migration Quick turnaround Objects and users matching Automated migration process
GUIDED SELF-SERVICE Cost-conscious 5 hours of expert support Less time-consuming Personal account manager Automated migration process
CUSTOM-DESIGNED MIGRATION Designed for complex data projects Personal approach and around the clock care Pre/Post-migration validity Detailed technical work
HOW THE SELF-SERVICE TOOL WORKS Choose your current and future CRM platforms Enter all required credentials Modify the objects you want to migrate Start your free sample Evaluate sample results Launch the full migration, or get in touch to get the Guided Service Then, launch the full migration, or get the Guided Service. See the next slide to read exactly how to use the Self-Service tool and migrate from Insightly to Salesforce. If you have any trouble, our Guided Service Handbook will show you how we can do the Self-Service migration for you.
Ready to Migrate from Insightly to Salesforce?
Guided Self-Service CRM Data Migration: You're Not On Your Own
ESTIMATE MIGRATION COSTS Visit our online Self Service estimator to gauge the cost of from Insightly to Salesforce. The cost of your migration depends on how many records you want to be migrated. The estimate is not your final migration cost. Final costs are subject to change. The estimator is used to get you the most accurate possible quote.
GET SECURED: TRUJAY’S DATA BACKUP SOLUTION Create a backup plan to eliminate any data loss before data migration from Insightly to Salesforce. You may use Trujay’s Data Backup to make your data secure. You can create a sample data backup to see how the service works. The backup process is based on an API request and can take from 5 minutes to several hours, as it depends on your data set and your system’s peculiarities.
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