This solution transfers data between CRMs in a matter of hours. Does not call for technological expertise. This effort led to speedy data migration to a new CRM. Data including products, leads, sales, events, and other information will be easily moved from your old CRM to Microsoft Dynamics. 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 current and desired CRM systems with Trujay. Execute the migration after specifying the mapping. Commodious and swift! Run as many free random samples as you'd like using Trujay's migration app. It is simple to observe the migration process in operation. A certain quantity of data will be transferred from Trujay to your new CRM to assess the service being used and the migration process.
There is a robust procedure for importing data without coding skills. It does not require any software to be installed on the computer.
Therefore, this choice exemplifies "doing it the correct way." Although the preceding approaches aren't necessarily wrong, doing it this way will free you up to concentrate on Microsoft Dynamics training and configuration, which is something you should be doing in addition to your business operations. Finding a company that specializes in data migrations, that knows Pipedrive and Microsoft Dynamics like the back of its hands will make for a seamless transition and save you an endless amount of hours.
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.
You will have more time to think about things like cleaning up fields and properties, consolidating pipelines or processes, automating procedures, etc. if you have a project manager or CSM leading you through the full Pipedrive to Microsoft Dynamics transfer process. Better yet, the project manager or CSM can offer advice on how to convert text fields into dropdown fields so you can report on the data points you get more correctly.
Conclusion
We think you already know more about the transfer from Pipedrive to Microsoft Dynamics. So, choose the one way that suits you!
A high-quality migration of a CRM system is when a user comes in the morning, opens a new program, and continues to work as before. The user should not have questions about the features of the new system, and should not constantly look into the previous CRM system to check the history of the client.
If you ever would like to discuss your conversion from Pipedrive to Microsoft Dynamics, please feel free to contact us here for a quick call.
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