There are a few data migration tools out there on the market that provide direct API to API migration functionality. One of the good solutions is ready-made software for high-quality data transfer between CRM systems. The service transfers data from Copper CRM to another in a couple of hours. Does not require technical knowledge. The result of the work is a quick migration of data to a new CRM. Products, leads, deals, events and other data will be transferred from your old CRM to Pipedrive without difficulty.
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 main differentiator with these tools you need to look out for, are some will require you to create all the custom fields one by one, which is half the migration and a lot of work/hours. Others, the tool is robust enough to create the custom fields for your, saving you a tremendous amount of time and a lot more valuable. Make sure to check..
Trujay offers a data migration wizard app as well as guided support to ensure that your mapping, testing, QA, and delta migration go smoothly. It will make your Copper to Pipedrive data migration much easier.
Trujay’s migration app allows you to run as many free random samples as you want. The goal is to keep experimenting with the mapping until the sample data appears exactly as you want it to. Every sample you run will overwrite the previous one, so don't worry about filling up your Pipedrive with sample data.
So this is the option that defines “doing it the right way.” Among our clients, there is no one who would regret switching to Pipedrive, this is a specialized trading CRM system with wide functionality, a clear interface, and cool integrations. At very affordable rates. We have developed mechanisms that will make the transition quick, comfortable and safe. You can do it without involving programmers, if anything, our cool technical support is in touch.
With a custom migration, you may have a CRM implementation partner who has integrated this into their overall onboarding strategy with you. This option, in our opinion, is the most valuable because attempting to adopt Pipedrive on your own and not optimizing all of its features can slow down the investment you are making. Time to value with your Pipedrive investment is critical if your true business ambition is growth.
Having a project manager or CSM guide you through the entire Copper to Pipedrive migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automations, etc. An entrepreneur is always looking for the best options, changing a CRM system can be easier than endlessly “finishing” the one that is, putting up with inconvenience and unjustified costs for its maintenance.
You have options
To wrap up
So, your choice depends only on you.
This article we went over your options to consider as every business is unique. You might have resources with bandwidth, you might not. You might have resources you can trust the weight of the entire company’s data on to execute the process seamlessly and without data loss, you might not. Hopefully we covered enough options where you will be able to lock a plan into place before you move forward with the CRM vendor of your choosing.
If you ever would like to discuss your conversion between Copper to Pipedrive, please feel free to contact us here for a quick call.