Can’t-Miss Tips for Highrise to Bitrix24 Migration [Tutorial]

To be profitable and competitive, modern organizations look for more options in business performance with CRM. This technology opens new communication channels and offers more personalized products or services to customers.

Efficiency of Full-Suite CRM

Despite the standard set of options, different CRMs provide varying options. Such platforms as Highrise and Bitrix24 gain more popularity due to the accessibility of high-end technology. Thus, companies that keep growing look for more features and tools for overall business improvement. That’s why lots of organizations move from Highrise to Bitrix24. To be more specific, vendors choose Bitrix24 due to the full suite of options for sales, marketing, support service and company data management. Besides, it provides lead, project management and built-in billing and quotes opportunities. Extended reporting and sales funnel to aid in planning budget and activities. You also can take the advantage of various roles and access rules, as well as improve teamwork by built-in chat option.

Prepare Your Data for a Switch

To make your CRM work, you should put your database in order before moving from Highrise to Bitrix24. Detect and delete copies of records, then fill the missing fields where is possible. And don’t forget to backup your database for preempting critical files losses.

Teach Your Staff New Tricks

It is a well-known fact that teamwork and employees’ encouragement in using CRM play a leading role in business success. So, take care of your staff and train different user roles before the actual adoption and usage of the new solution.

Instructive Guide for Direct Highrise to Bitrix24 Switch

Of all technology innovations, the automated service Trujay helps companies to overcome pitfalls and hurdles of the data transfer process effectively. Using this SaaS for your switch to Bitrix24, you will get a direct data switch without coding, human interference and existing system downtime.

Step 1. Visit Bitrix24 application directory and install Trujay plugin on your Bitrix24 account.

Specify your Bitrix24 URL in the corresponding field.

Then click ‘Install’ to add the application to your Bitrix24 account.

Step 2. Register your account at app.trujay.com.

Step 3. Provide your Highrise URL and API token.

Step 4. Define your Bitrix24 CRM from a menu and provide your URL.

In case, you aren’t signed in your Bitrix24 account, you will be redirected for log in.

Step 5. Select CRM modules for a switch (accounts, contacts, tasks and opportunities) and launch a free demo migration to see the service in action.

Step 6. If you are satisfied with the demo results, start your full Highrise to Bitrix24 data transfer.

Still shadow doubt on the efficiency of the automated service? Then test it in action by setting up a free Demo Migration. Take the right course of business improvement today! P.S. Searching for a simple and accurate way of custom modules, attachments, notes migration? Request a demo migration to transfer data in accordance to your business requirements.