Trujay Migration Wizard as a Tool for Your Data Import
The process of choosing a CRM system for your business might be a tough and time-consuming as it requires hours of surfing the Net and analyzing what CRM has the best features. Some may think that the hardest part is actually to transfer the needed data into the chosen CRM platform. Of course, if doing this by yourself, it is hard and requires long hours of work. But there are services on the market today that can do all the hard work for you. Don’t be afraid of data import, just use automated data migration services like Trujay migration wizard.
What is Trujay Wizard?
It’s a product that makes it possible for you to migrate data between different CRM systems. By using Trujay migration wizard CRM data import is literarily reduced to a few mouse clicks. All you need to do is provide your Existing and Future CRM platforms details. The process excludes any software installation and human interaction.
Why to choose Trujay Migration Wizard for Your Data Import?
- Automated CRM Data Migration. Automation ensures your CRM migration to be fast and simple.
- Import of Any CRMs or Files. Trujay.Migration allows performing any kind of data migration.
- Detailed Modules and Users Mapping. Map the fields of your current and future CRMs in accordance with your business needs.
- Quick and Intuitive. No advanced skills are necessary, just follow clear instructions.
- During & Post Migration Technical Support. Experienced tech gurus are always here to help you.
- Possibility to Restart Migration Over. It allows to change migration preference and restart import over during specific period.
- Free Demo Migration. Import a limited amount of data to your new CRM to check out how it works.
- Proper Data Relations. The service preserves the relations between the migrated data.
- Support of Custom Fields. Ensure the swift and secure data import of any CRM modules.
How to Migrate Data to Hubspot Using Trujay Migration Wizard
Activities before Switch
To make sure you do all the appropriate planning and preparation before you migrate to HubSpot CRM by following the next suggestions:
- Try out your solution. As Hubspot is free, you can test your future platform and see the system in action.
- Analyze and filter your records. Take time to find out how your data is structured, where it resides and what parts require extra attention. Think of what you would like to move to a new system and what should be left behind.
- Secure the information. It is highly recommended to prepare a backup and retain it even after the migration is over. It will help to eliminate the possibility of any data loss. You can migrate your data to CSV and Excel files for a backup.
- Notify your employees. Make sure your workers know about a change and are equipped with all required tutorials.
Migrate Data to Hubspot in 4 Clicks
After the preparation steps are behind, you can transfer the business information CRM by using a Trujay migration wizard:
- Go to https://app.trujay.com and register your account. Provide your name, email, password and enter the phone number; or sign in with your social network accounts or as a CRM (HubSpot CRM) user.
- Specify your existing CRM. Provide the required credentials. Log in HubSpot acount.
- After that, select items you’d like to migrate to your new CRM platform. Check the corresponding boxes to migrate your accounts, contacts, tasks, opportunities, leads and notes together with the related activities such as calls and events. Click Start Free Demo Migration.
- Now, check out your Demo migration results. If you are satisfied, you may fully migrate to HubSpot CRM.
Now, when the data transfer part is over, it is recommended to use some post-migration tips for better platform implementation and automation:
- check out if the records are transferred to the proper fields;
- set up the filters for reporting tools;
- make sure to build personalized workflow rules;
- find out if the relations between the items are restored in the right way;
- continue to educate your staff about the new system by providing training and holding the meetings. Also, don’t forget to ask for workers’ feedback, so you can gauge where everyone in the organization is with the platform and what issues still need to be addressed.
As seen, data migration can be an easy and pleasant process, if you use a right service to do it with.
Don’t hesitate, import your data into chosen CRM platform with the help of Trujay migration wizard. Easy, accurate and secure.