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This solution transfers data across CRMs in a matter of hours. Does not call for technological expertise. Data from your previous CRM will easily be moved to Pipedrive, including products, leads, sales, events, and other information. You can also utilize the service if you need to move data to systems owned by other parties.
The service takes care of the entire data transfer routine: matches employees between systems; gives a clear idea of how and what data to transfer; monitors the security of migration, controls data loss.
Access your existing and desired CRM systems with Trujay. Run the migration after defining the field mapping. Convenient and swift! Run as many free random samples as you'd like with Trujay's migration app. It is simple to observe the migration process in operation.
There is a robust procedure for importing data without coding skills. It does not require any software to be installed on the computer.
So this is the option that defines “doing it the right way.” Not that the previous options are doing it the wrong way, but this will take the entire lift and process off your plate and you can focus on training and configuring Pipedrive, which is very important for you to be focusing on and your business processes. Finding a company that specializes in data migrations, that knows HubSpot and Pipedrive like the back of their hands will make for a seamless transition and save you an endless amount of hours.
Data professionals or a partner who specializes in doing this ALL THE TIME are the way to go and something I would strongly advise considering because data is so vast and interconnected. Only data transfer professionals can make your shift as seamless as possible while allowing you to concentrate on the essential elements of your company.
Having a project manager or CSM guide you through the entire HubSpot to Pipedrive data migration process gives you time to consider things like fields/properties clean up, consolidation of pipelines or processes, automation, 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 the data points you collect.
Conclusion
We hope you have learned more about the HubSpot to Pipedrive migration services.
An effective CRM system migration occurs when a user logs in the first thing in the morning, launches the new software, and carries on as usual. The user shouldn't have any concerns about the new system's capabilities or need to often verify the client's history in the old CRM system.
Moreover, the work must continue. All company operations must be duplicated, including entities and subordination structures. To do this, a precise action-based algorithm is required.
So now that you are aware of three solutions to this issue. So pick the one that works for you!If you ever would like to discuss your conversion between HubSpot to Salesforce, please feel free to contact us here for a quick call.
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