Pipedrive to Salesforce: How to Migrate Data

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Pipedrive to Salesforce: How to Migrate Data

How to migrate from Pipedrive to Salesforce?

 

CRM software is the most advanced tool to improve customer experience and move your business to a profitable bottom-line. However, sometimes users feel that their CRM a bit like a clunker, so that’s when you might start thinking about a better, more suitable option.

 

When you encounter the following challenges, then it’s time to trade-in your present CRM: this type of sentence does not need to be repeated in every blog post about migrating from one CRM to another. 

 

  • Your current software has an outdated interface

 

  • It’s hard to navigate the platform and access the data you need

 

  • You are spending too much money on the features you don’t use and are mostly paying for the brand

 

  • The system is not built to suit your company and its unique nuances

 

  • The competition is moving on regardless of your industry

 

Thus, some CRM platforms in today’s market are mind-numbing but give the opportunity for a better solution. Data transfer is very common and often necessary. Let’s take a look at what it means to migrate your data from Pipedrive to Salesforce and the important steps that go along with it.

 

 

 

Pipedrive vs. Salesforce: key indicators for the best choice

 

Launched in 2010, Pipedrive is a sales pipeline management platform for small businesses. It is known for its simple interface yet powerful tools. The software allows you to see all the sales processes and ensures essential deals are not dropped.

 

The platform allows users to link files, notes, deals, and tasks to accounts and contacts. You can easily manage your working processes as well as close deals in less time.

 

Pipedrive offers a free trial for 14 days and flexible paid plans with no contracts, no setup or hidden fees. 

 

  • Silver – $15.00/month/user ($12.50 if billed annually) - 2GB storage/user - sales management, API access.
  • Gold – $29.00/month/user ($24.20 if billed annually) - 5GB storage/user - full sales management, chat & email support, API, open & click tracking, Smart Contact Data.
  • Platinum – $59.00/month/user ($49.17 if billed annually) - 100GB storage/user - full sales management, chat & email support, API, advanced integration possibilities, hosting, security.

 

An alternative CRM that is perfect for small to mid-sized businesses is Salesforce. The beauty of this software is its customization and 360-view of customer data. You can easily track your competitors, management opportunities, and even forecast growth or decline. 

 

Salesforce offers paid plans and a free 14-day trial. Billed annually or per month per user.

 

  • SalesforceIQ CRM Starter – $25/user/month/billed annually - Basic sales & marketing for up to 5 users
  • Lightning Professional – $75/user/month/billed annually - Complete CRM for any size team
  • Lightning Enterprise – $150user/month/billed annually - Customize CRM for your entire business
  • Lightning Unlimited – $300/user/month/billed annually - Extend CRM to accelerate performance.

 

Learn more about Salesforce's real cost to align your budget. 

 

An advantage of Salesforce over Pipedrive is its vast variety of features. It has separate systems for analytics, service, a community cloud, and has a great app exchange store, filled with useful apps. Its biggest disadvantage is its pricing model.

 

Nevertheless, companies that are quickly evolving prefer Salesforce because of its advanced options and automation. 

 

So,  to migrate from Pipedrive to Salesforce, you should make some prearrangements to exclude any unpleasant consequences during and after the switch.

 

 

 

Pre-migration hints

 

Consider the following actions before data transferring:

 

  • Make an analysis of your existing and new CRM

You should compare the possibilities of the current and future systems to be sure the platform satisfies your needs. In addition, almost every CRM solution includes a trial option so that you can test the automation abilities, customization, and integration opportunities.

In our case, you should try a demo version of Salesforce and see the primary tools to figure out it's functioning.

 

  • Announce the information about a change to employees

Don’t forget about the impact of the CRM change on your workers and different departments. Moreover, you should hold different meetings on the individual and company level about expectations and challenges employees might when adapting to the platform.

Also, remember to provide some training, tutorials, or instructions on the implementation and configuration of the system.

 

  • Organize your data before performing the migration

It’s recommended to arrange all the records and eliminate any redundant data. Pay attention to the main defects that reflect inconsistency and inaccuracy. Also, a lack of the same semantic rules of data entry can create some dupes. Imagine an ideal database with the following points:

 

    • Complete purchase and transaction history. It will help you to know which aspects and offers were efficient and brought considerable revenue 
    • Strong client contacts. You should fill out all needed and missing information about each lead or prospect into the proper fields
    • Insightful notes for effective segmentation and other analytical purposes. It is a significant tool for improving and approaching methods of managing the given sources.

 

  • Eliminate all the unnecessary data 

Make sure you clean out all the useless information. Set up tasks to refine and delete the futile input. Besides, it can help you save money and time during the data transfer.

 

  • Arrange a backup plan

It helps to avoid accidents and restore records in the event of a crash. Moreover, it is better to create an off-site copy. In our case, if you want to make a Pipedrive data backup, there are two options to choose from:

 

    • Go to Settings, and click Export data from the left sidebar menu and download data into Excel files.

 

Pipedrive Backup Plan

 

 

When you’re all set up for the switch, you can start your full data transfer from Pipedrive to Salesforce.

 

Please note that both Salesforce and Pipedrive are Trujay partners and are available on Salesforce.appexchange and on the Pipedrive marketplace.

 

Salesforce guarantees Trujay improved API access. Data migration to Salesforce is even more convenient and you can import Pipedrive to any Salesforce edition (with no exceptions) automatically. Trujay/Trujay is a perfect choice for a smooth and secure data switch.

 

 

 

 

Smooth migration from Pipedrive to Salesforce: a Step-by-step Guide

 

 

 

Step 1. Go toTrujay's Self-Service tool 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 user.

 

register

 

Step 2. Select your current CRM and future CRM from the drop-down menus by filling in all required credentials.

 

pipedrive to salesforce

 

Step 3. Afterward, you can choose objects that you want to migrate or you may change the specific mapping fields on your own. Click the ‘Customize Mapping’ button. If everything is right, click the ‘Start Sample’.

 

salesforce to hubspot

 

insightly to salesforce

 

Step 4. When the Sample Migration from Salesforce to HubSpot is finished, you may evaluate the results. If you’re satisfied, choose an insurance plan and start a full migration.

 

piedrive to hubspot

 

Step 5. If something goes wrong and you want to change migration options, click the “Change fields mapping” button. You can re-run your free sample migration and change mapping fields as many times as you at no cost.

 

 

Guided Self-Service

 

In case you’ve reviewed our self-service tool, but you don’t want to use the self-service tool on your own, we have your back. 

 

Our Guided Migration Service allows you to simply pay for 5 hours of technical support. You’ll have a dedicated, personal account manager discuss your options, guide you through the mapping process, and/or do the entire Self-Service Migration for you. For more details on our Guided Service, visit our Guided Self-Service Migration and get in touch with our experts at  sales@trujay.com. Characteristics:

 

  • Cost-conscious 
  • 5 hours of expert support
  • Less time-consuming
  • Personal account manager
  • Automated migration process

 

 

Custom Migration

 

Trujay’s Custom Migration Service is a more personal and less DIY-type of approach. Our account managers will guide you through the entire process. 

 

Custom Migrations provide you with a personal account manager, migration setup, customization of migration, migration assistance, and the following features:

 

  • Higher cost 
  • Almost no limitations 
  • Very low involvement
  • Personal approach
  • Little to no time consumed
  • Pre/Post-migration validity
  • Automated migration process

 

You can find the difference between Self-Service Migration and Custom Migration here and more useful information in our blog.  

 

Custom migration offers these following packages.

 

 

Tips after Pipedrive to Salesforce Migration

 

To make your CRM implementation and configuration processes a breeze, follow the next steps after the data migration:

 

  • Check out if all the records are transferred to the right places

 

  • Verify if all relations are restored in the proper way

 

  • Set up specific filters for analytics

 

  • Arrange the personalized workflow rules

 

  • Make sure all your employees are equipped with needed tutorials and instructions to adapt to the new system faster and easier

 

 

Final Tips

 

In case you require a solution that manages data, sales, and marketing processes, as well as cultivates relationships with customers, then Salesforce is the right choice for you.

 

So, don’t wait any longer! Use an automated migration service Trujay and switch a bit of real-time data to Salesforce.

 

Start a free Sample migration from Pipedrive to Salesforce right now or try Salesforce Data Loader if you already have CSV files and want to import them into the solution.

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