6 Tips to Remember While Migrating from SugarCRM to SuiteCRM

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6 Tips to Remember While Migrating from SugarCRM to SuiteCRM

Running a successful company with SugarCRM was quite suitable for you until this enterprise announced about closing an open source Community Edition. There is a beneficial way out - SuiteCRM. Being a fork of SugarCRM, this solution offers you a compatible feature set without loss of functionality. So, if you decided to migrate SugarCRM to SuiteCRM, these tips enhance your CRM data switch.

Double Your Data

Before starting your migration process, you should review all your records. Your contacts list, buying and communication histories require cleansing. Be sure that there are no duplicated fields or outdated information. The redundant data take the storage space and make the migration procedure longer and more expensive.

Backup Your CRM Records

If you work with clients’ records, a backup of your database is a good plan B for any circumstances that are beyond your control. The off-site stored records allow you to roll out the process of switching and continue to work with your current CRM platform.

Insight in Future

To secure yourself and before the irrevocable process of moving SugarCRM to SuiteCRM, you may check up how would your new CRM platform work. Trujay provides you with the ability to migrate a certain amount of your CRM data to a test platform, even if you haven’t installed your SuiteCRM yet. After free demo migration, you can examine specified modules and all settings of your old CRM on your SuiteCRM.

Transfer Your Custom Fields

SugarCRM and SuiteCRM have standard features of interface and customization options. So, after data migration you may easily reset all custom fields from your old CRM platform to your new SuiteCRM.

Leave Your Paid Plugins Behind

All the necessary data migrated and vital customizations saved, but what about your plugins? The third-party extensions of SugarCRM were paid, and their switching is challenging or nearly impossible. You shouldn’t worry about this. SuiteCRM offers its users some effective and productive extensions without an extra fee.

As you can see, the process of SugarCRM to SuiteCRM migration has its unique features. However, this short-list of tips will facilitate your CRM data switch, and you accomplish this procedure without hassle and strain.

P.S. You wish to move your data from SugarCRM to SuiteCRM, but looking for a secure and automated way. Trujay empowers you with the unparalleled option of fast, direct and accurate CRM migration. The service deprives you of human interaction. So, what are you waiting for? Start your free SugarCRM to SuiteCRM Demo Migration and check up your CRM data on the desired platform.

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