There are a few data migration tools out there on the market that provide direct API to API migration functionality. There are also middleware or iPaaS (integration platform as a service) tools that you can use as well. I would recommend the tools built for data migrations specifically as the iPaaS vendors will try to get you on a contract for a longer period of time and since they are built for ongoing data syncs, they will be overly complex and difficult to understand for your use case. There will be a lot of functionality you don’t need, but will be paying for.
The data migration wizards on the market built just for data migration purposes are what you should consider in our opinion, as they will be simpler and more straightforward. The result of this tool is a quick data migration to the new CRM. Products, leads, deals, events and other data will be transferred from your old CRM to Salesforce without difficulty. You do not need any technical knowledge, the program will do everything for you.
Benefits of the Trujay service:
- Intuitive interface. Open access to current and desired CRM systems. Specify the mapping and run the migration. Convenient and fast!
- Free trial migration. The migration process is easy to test in action. Trujay will transfer a limited amount of data to your new CRM. To evaluate the process of migrations and the service in operation.
- Without additional installations and skills. Reliable data import procedure without coding skills. It does not require any software to be installed on the computer.
Trujay’s migration app allows you to run as many free random samples as you want. The idea is to keep playing with the mapping until you have the sample data showing up exactly how you want it. Every sample that you run will wipe the previous one, so don’t worry about filling up your Salesforce with sample data. Once you’re happy with the mapping, then you can run the full migration and make a payment.
So this is the option that defines “doing it the right way.” When moving data to the cloud, it is critical to ensure that only the necessary and appropriate data is moved. To do this, an in-depth analysis is required. A custom migration helps you determine the most appropriate cloud databases with which to synchronize your current systems so as to avoid errors and issues during the migration.
The specialists have extensive practical experience in using various cloud technologies. With the help of cloud-based tools, they can help you build continuous and seamless business processes. A custom migration uses cloud migration best practices to move your data between Capsule and Salesforce platforms quickly and seamlessly.
Having a project manager or CSM guide you through the entire Capsule to Salesforce migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automations, etc. Better yet the project manager/CSM can give you guidance on turning text fields into dropdown fields, so you can report more accurately on data points you collect. IT professionals can help you design and implement the best data migration strategy for your situation.
You have options
To wrap up
You have options. Depending on your timeline, budget, bandwidth, etc. you can find a solution for you and your teams.
In addition, data migration requires much more than just understanding how databases work. It is necessary to have deep knowledge about the operation of the infrastructure itself and how to transfer data so that it does not lead to a disaster. The lack of such experience leads to the fact that learning from possible mistakes in planning can cost you too much.
Data is so expansive and super connected to each other, data experts or a partner who specializes in doing this ALL THE TIME, are the way to go and would advise strongly to consider. Only data migration experts make your transition as smooth as possible and you can focus on the key parts of your business.
Trujay has helped many companies migrate from their traditional legacy systems. We know how to successfully plan migration and move your workflows.
If you ever would like to discuss your conversion between Capsule to Salesforce, please feel free to contact us here for a quick call.