Highrise to SugarCRM: Handy Guidance on Automated Switch [Tutorial]
Appearing several decades ago, CRM systems have to change the direction of business running and customer relationships establishing. But currently, this industry goes through the modification and advancement according to the requirements of companies.
CRM Switch As An Upcoming Need
The comparison and looking for a more practical CRM solution is a common practice. Many businesses see that their current solution limits their marketing or sales teams, as well as have some impact on the speed and quality of support service. That doesn’t mean that their CRM is bad or outdated, it just can comply with the growing demands of the company.
Highrise vs SugarCRM: Advancing of Performance And Revenue
In CRM industry Highrise and SugarCRM are in a list of the most popular solutions that suit the objectives of different businesses. Yet, SugarCRM offers more features for effective performance. Here are some of them:
- multi-channel sales and marketing for gathering more leads and prospects
- customer segmentation tool that enhances campaign planning and reduces the sales cycle
- advanced and customizable analytics for measuring ROI and improving company performance
- workflow tool for optimization and automation of everyday tasks
- built-in document sharing that aids in in-house collaboration and communication
Due to extended functionality, some vendors give preference to SugarCRM and, therefore, look for the option of fast and accurate Highrise to SugarCRM switch.
Save Your Time with Automated Migration
You can have several options for data transfer. The one is to import via CSV files, but this process requires time, efforts and knowing of SugarCRM system. Another way is a coding script that should be written by a web developer. This mode is lasting and services of professional are quite expensive. The third way of Highrise to SugarCRM switch is an automated service Trujay that offers you a secure and direct data migration within several hours. Besides, the SaaS requires no installations or human interaction.
6 Steps of Highrise to SugarCRM Transfer
Step 1.Visit app.trujay.com and register your account. Provide your name, email, a phone number and choose your password.
Step 2. Specify your Highrise URL and API token.
Step 3. Provide your SugarCRM URL, login and a password. If haven’t installed your own SugarCRM yet, you may switch your data to a test platform.
Step 4. Select modules you want to migrate (contacts, accounts, tasks, and opportunities). Run a free demo in order to see the service in action. During this process, Trujay will transfer a limited amount of records to your desired platform.
Step 5. If you are satisfied with your demo results, you may start your full Highrise to SugarCRM migration.
Still wasting your time on pondering about the accuracy of automated switch? Launch a free Demo Migration and evaluate the service in action.