Migrate Pipedrive to Salesforce: A Detailed Instruction

TRUJAY MIGRATION

CRM Data Migration from Pipedrive to Salesforce

OVERVIEW Is Salesforce the right choice?

What is CRM data migration?

Self-Service Migration Guided Self-Service Migration Custom Migration Get secured Estimate migration price Final notes

Is Salesforce the Right Choice?

Organization of customers’ information It’s very comfortable for users to find all the needed information in one place.

With Salesforce, you have access to an individual’s account, contact details, tasks, events, cooperation history, and lead opportunities.

Mobility and connection with social media Keep in touch with your team and clients via mobile application. Social media platforms like Linkedin, YouTube, Facebook, and Twitter are available for usage, so you can connect with your customers with ease.

Time management Prioritize work for all your clients with all the necessary information and planning resources. The organization of workflows will be more timesaving.

Artificial intelligence An AI feature called Einstein makes predictions and recommendations from all your data, based on your specific work processes.

Team collaboration Salesforce’s “Chatter” feature enables you to talk with coworkers about workrelated information. You are able to add new team members to accounts or opportunities that need consideration.

Analytics Analyze Salesforce and non-Salesforce data with an Analytics tool. Get deep insights and well-profound recommendations. At your disposal, you can create custom-built dashboards, customizable templates, or third-party apps.

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 turnaroundObjects and users matching Automated migration process

GUIDED SELFSERVICE 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 Pipedrive to HubSpot.

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 Pipedrive 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 Pipedrive 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 Pipedrive 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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