What are my options for
converting Salesforce to Capsule?
You want to convert to Сapsule, therefore you want to consider all your possibilities (what's affordable, what will get the job done correctly, and what will get it done quickly). You've come to the correct spot, as our goal is to provide you with VALUE and aid you in making that decision. This article won't have any noise or filler, and we'll be quite direct. Discover more about Capsule to Salesforce migration here.
When you speak with a CRM vendor, they will try to convince you that using their import tools will make everything simple. It won't be simple, I'm sad to report. If you are only uploading Contacts and Accounts/Companies, I would only advise using the CRM vendor's tools. If you're moving anything else, you should think about putting together your own resources or using an alternative tool or professional services.
The CRM product's/vendor's attention is on its own internal features, NOT how it integrates with other systems. Remember that the CRM vendor wants to activate you as soon as possible, so before signing with them, make sure you have a migration resource lined up and you feel comfortable there (pricing, timeline, involvement, etc.).
Option 1: Migrating myself and using the CRM vendor’s import tool
As I previously stated, you should only take this into consideration if you need to transfer fundamental core object data, including Contacts and Accounts/Companies. You will require powerful solutions that are designed for these associations and complexity when you need to transfer "Opportunities" that have many relationships or multiple pipelines. The situation worsens and is not advised after goods and line items from Salesforce are added to Capsule.
Pro
BUT! This option is free and if that is important to you and you are okay with not importing activities and the rest, it is zero costs and the timeline is your own. This without a doubt is a major perk.
Con
The downside of this, other than bringing in the rest of your data, is you will be working with files of data, so make sure you know what you’re doing and feel comfortable that you are not jeopardizing the integrity of the data. Deleting rows of fields can get hairy, especially if there was something there your team needed or will need in the future, so make sure you always have them highlight what’s important to maintain.
Option 2: Migrating with a wizard import tool or an integration tool
On the market today, a few data migration tools offer direct API to API migration functionality. Additionally, you can employ middleware or iPaaS (integration platform as a service) solutions. 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 too complex and challenging to understand for your use case. Therefore, I would recommend the tools designed specifically for data migrations. You will be paying for a lot of functionality that you don't need.
In our opinion, you should take into account the data migration wizards available on the market that were created specifically for data migrating reasons as they will be easier to use. The primary distinction between these programs that you should be aware of is that some of them will require you to manually construct each custom field, which will take a lot of time and account for half of the migration. Others can have the custom fields created for them by the tool, saving them a ton of time and making their time much more valuable. Ensure that you check.
To guarantee that your mapping, testing, QA, and delta transfer run without a hitch, Trujay offers a data migration wizard software and even an additional option with guided support. It will make moving your Salesforce data to Capsule much simpler.
Run as many free random samples as you'd like using Trujay's migration app. The goal is to keep experimenting with the mapping until the sample data is displaying precisely as you want it to. Don't worry about filling up your Capsule with sample data because each sample you run will overwrite the previous one. Once the mapping is to your satisfaction, you can proceed with the full migration and make a payment.
Free Sample Migration Demo Video
Pro
This option still involves some DIY work, which lowers the cost and gives you more control over the timeline. Additionally, almost all of the standard objects you would want to migrate are connected to the majority of the Salesforce to Capsule migration tools.
Con
With doing it yourself, you will not have guidance. You’re moving into a new system here and re-design, starting fresh, understanding the logic/ functionality of the new system will not be here to aid you. Check to see if there is a level of professional services support to help you if you get stuck.
Step by Step screens of Trujay’s Self Service Migration Wizard
Option 3: A custom migration
Therefore, this choice exemplifies "doing it the correct way." Although the preceding ways aren't necessarily bad, doing it this way will free you up to concentrate on training and customizing Capsule, which is highly vital for you to be working on, as well as your business operations. Finding a business that specializes in data migrations and is well-versed in both Salesforce and Capsule will ensure a smooth transition and save you countless hours.
You might have a CRM implementation partner who has integrated a custom migration into their overall onboarding strategy for you. We believe that this choice is the most advantageous because trying to implement Capsule independently and not making full use of all of its features can cause your investment to be delayed. If your true business goal is growth, you must take the time to value your investment in Capsule.
Having a project manager or CSM guide you through the entire Salesforce to Capsule integration 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.
Pro
You can fully configure a custom migration by filtering, moving objects to various objects, merging data, removing duplicates, etc. As the data migration partner will/should be a data expert, the burden of the migration and the integrity of the data will remain intact and not exposed to risk. Some companies can spend up to six months moving their own data! Depending on your complexity, you can locate a data migrating partner who can complete it in 2-4 weeks.
Con
This option will cost more as you are paying for professional services. To thwart this, find a data migration partner who uses their own tools to automate a lot of the migration, therefor will have lower costs, lower human effort.
FAQs
Knowledge Base
What is a Sample Migration?
Sample Migration is a process where we transfer a small part of your records (approximately 10% of all data) to the target CRM platform and estimate the price of a Full Data Migration. You can test our service using the Free Sample Import.
You can change options and rerun the sample migration as many times as you need.
How does Free Sample work?
During the Sample Migration, we take a part of your records and migrate them to your target CRM platform, along with relations between those records. The entire process may take up to 15 minutes; it depends on the specification of your CRMs.
What happens after the Sample Migration is complete?
Once complete, you can review the transferred records in the target platform. Evaluate the results to make sure they work for you.
What is a Guided Migration?
A guided migration provides you with a Trujay dedicated CSM that will complete all the mappings for you.
This is an excellent option for people that need an extra layer of support with their migration.
Included:
- Everything in Wizard
- Customer Success Manager
- Mapping Verification
- Quality Assurance
- 1 - 2 Week Delivery
What is a Record?
A Record is the data item that exists in the CRM's system
- 1 record = 1 Account/Task/Opportunity/Attachment/Note/Email, etc.
- 1 record = one entity of CRM data (no matter what type is it).
For example:
Your current CRM possesses:
- 1 account
- 2 tasks
- 3 emails
- 2 notes.
In summary you have 1 account + 2 tasks + 3 emails + 2 notes = 8 records.
What is a Delta Migration?
A delta migration is the final migration performed during your custom migration process.
It ensures that all the data you have requested to be migrated is transferred and your target CRM is up to date right before the launch.
You can clean up the data yourself in the Salesforce portal. This will require some effort and time on your side, however it will have no additional cost.
You can ask the data migration partner to filter the data on the way over. If you have identified bad data and can give the partner bullet points on what data you don’t want to migrate to Capsule, they can write custom scripts to only migrate what you specify.
You can clean the data post-migration and should be relatively easy with Capsule’s segmenting tools. Create the filters or custom views and then delete!
What are my options?
Salesforce to Capsule: Objects
Salesforce Objects | Capsule Objects | |
Accounts | ➜ | Organisations |
Attachments | ➜ | Files |
Calls (Tasks) | ➜ | Activities (Calls) |
Cases | ➜ | Cases |
Contacts | ➜ | People |
Email Messages | ➜ | Activities (Notes) |
Events | ➜ | Activities (Events) |
Meetings (Events) | ➜ | Activities (Meetings) |
Notes | ➜ | Activities (Notes) |
Opportunities | ➜ | Opportunities |
Tags | ➜ | Tags |
Tasks | ➜ | Tasks |
Users | ➜ | Users |
De-Duplicating
There are several de-duplication tools on the market to consider and all of them are low costs. Most likely the data migration partner has relationships installed and can get the prices at a discount for you, make sure to ask.
Bad or Outdated Contacts
Using a tool like Neverbounce is great to identify which emails are invalid, unverified, or a catch-all email (hello@trujay.com or support@trujay.com). From there you can mark and remove those and these costs are pretty minimal as well.
“Great service with even greater customer service”
“Couldn't be happier, the team over there are top-notch. Ease of use with consistent delivery of product. Time from start to implementation should be communicated on the front end to set expectations.“
Ryan McConville
- President Marketing & Advertising at Kargo
“Trustworthy, effective and straight talking”
“Trujay are the people I call when I look at an implementation issue and think 'how on Earth could that issue be resolved.' They've completed fabulous work for us and our clients. Highly recommend.“
John Kelleher
- Chief Executive at ESM Inbound
“Great experience for a migration which use to keep me up at night”
“A migration between CRMs is a very painful process, you want to make sure that your sales teams are not going to lose critical information in the process badly affecting their results. With Trujay I planned the migration myself and they were ready to help me when I couldn't figures some parts out myself.“
Alexandre Gaudelet
- CEO at Hospitality Firm
You have options
To wrap up
You can choose a solution for you and your teams based on your timeframe, finances, bandwidth, and other factors.
Just keep in mind, if you are looking to migrate Salesforce to Capsule on your own, having some support or a resource with some experience will only help you. You are migrating data from one software architecture into another and not everything will be 1 for 1. That extra level of guidance will get Capsule up to speed faster and a lot further down the road.
Contact us here to schedule a quick call if you ever want to talk about switching from Salesforce to Capsule.